PORTFOLIO
TYPES
A. MULTI CAP PORTFOLIO
Investment style: Blend of Value and Growth stocks
No. of stocks: Approx. 20 – 30
Market cap bias: Multi cap (companies having market cap of all range)
Max sector concentration: Agnostic
Risk and Return measure: Medium risk and High returns
Time horizon of investment: Long and Medium term investment in the ratio of 80:20 to 70:30 respectively
Type of investment format: Appropriate for both Lump sum and Stock SIP investment
Minimum investment: 6 lacs for Lumpsum Investment, Contact for minimum monthly amount for Stock SIP
Expectation from investor: Realistic Returns, Not to judge performance in the initial period of investment
B. LARGE CAP PORTFOLIO (DEFENSIVE)
Investment style: Blend of Value and Growth stocks
No. of stocks: Approx. 15 - 25
Market cap bias: Large cap (companies having market cap of Rs. 20,000 crore or more)
Max sector concentration: Agnostic
Risk and Return measure: Low risk and Moderate returns
Time horizon of investment: Long and Medium term investment in the ratio of 80:20 to 70:30 respectively
Type of investment format: Appropriate for both Lump sum and Stock SIP investment
Minimum investment: 6 lacs for Lumpsum Investment, Contact for minimum monthly amount for Stock SIP
Expectation from investor: Reasonable Returns, Not to judge performance in the initial period of investment
C. Mid & Small cap Portfolio
Investment style: Blend of Value and Growth stocks
No. of stocks: Approx. 20 - 30
Market cap bias: Mid & Small cap (companies having market cap of Rs 3,000 crore to 20,000 crore)
Max sector concentration: Agnostic
Risk and Return measure: Medium risk and High returns
Time horizon of investment: Long and Medium term investment in the ratio of 80:20 to 70:30 respectively
Type of investment format: Appropriate for both Lump sum and Stock SIP investment
Minimum investment: 6 lacs for Lumpsum Investment, Contact for minimum monthly amount for Stock SIP
Expectation from investor: Patience, Ignore volatility, Not to judge performance in the initial period of investment
PORTFOLIO
TYPES
D. MICRO CAP PORTFOLIO (AGGRESSIVE)
Investment style: Blend of Value and Growth stocks
No. of stocks: Approx. 15 - 25
Market cap bias: Micro cap (companies having market cap of Rs. 300 crores to 3,000 crores)
Max sector concentration: Agnostic
Risk and Return measure: High risk and very High returns
Time horizon of investment: Long and Medium term investment in the ratio of 80:20 to 70:30 respectively
Type of investment format: Appropriate for both Lump sum and Stock SIP investment
Minimum investment: 6 lacs for Lumpsum Investment, Contact for minimum monthly amount for Stock SIP
Expectation from investor: High Patience, Ignore volatility, Not to judge performance in the initial period of investment
E. ABSOLUTE*
RETURN PORTFOLIO (DEFENSIVE)
Investment style: same as the underlying portfolio type (multicap or largecap or mid&small cap or microcap)
No. of stocks: same as the underlying portfolio type (multicap or largecap or mid&small cap or microcap)
Market cap bias: same as the underlying portfolio type (multicap or largecap or mid&small cap or microcap)
Max sector concentration: Agnostic
Risk and Return measure: Low risk and Moderate returns
Time horizon of investment: Long and Medium term investment in the ratio of 80:20 to 70:30 respectively
Type of investment format: Appropriate for Lump sum investment. Strategically can be applied in Stock SIP over a period of time
Minimum investment: 7 lacs for Lumpsum Investment, Contact for minimum monthly amount for Stock SIP
Expectation from investor: same as the underlying portfolio type (multicap or largecap or mid&small cap or microcap)
*Absolute Return Portfolio is not an independent or seperate portfolio type as such whereas it's a Long Short Portfolio. Under this strategy, the Portfolio Manager shall primarily make investments in one of the previously listed porfolio types hedged with index futures / options.
F. COMMODITY Portfolio
Investment style: Growth
No. of commodities: 2 - 3
Market cap bias: NA
Max sector concentration: Agnostic
Risk and Return measure: Low risk and Moderate returns
Time horizon of investment: Only Long term investments
Type of investment format: Only Lump sum investment
Minimum investment: 5 lacs for Lumpsum Investment
Expectation from investor: Patience, Reasonable Returns, Not to judge performance in the initial period of investment