Long term best blue chips safe portfolio with consistently high return on capital
Investment Rationale
“Vessels large may venture more, little boats should keep near shore”
__ Benjamin Franklin
Large Caps
Leaders in the sector
Quality Management
Strong Balance sheet
Decent growth
Earnings predictability / Non Cyclical stocks
Linked to Indian growth story
•primary motto is to “Capital Protection. Risk Mitigation. Alpha generation. This portfolio is created keeping in mind that – “Protect your downside. Upside will take care of itself”.
•Portfolio consists of well researched large caps, with quality management & strong balance sheet. They are leaders in their respective sectors & are linked to Indian growth story.
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