This is the chance to create high value portfolio where it delivers superior risk adjusted returns on consistent basis.
Maximum Allocation in Stocks – Total stocks 16, % for top 10 holdings is 74% and %asset in next 5 holdings are 23%.
It is unique theme-based investment opportunity in India. As Indian economy reaches 5 trillion by GDP, the total market cap of Indian companies is likely to increase by 11-12%. This portfolio focuses on themes which are to be an unshakeable part of India’s next growth engines.
This has an ideal mix of mid-cap and small-cap companies that has potential to get high growth. In this stock would be from different market capitalizations and it invest in subsets of 4-6 themes out of multiple themes.
This investment portfolio is benchmarked against Nifty 500.