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SEBI Registered Nos.
- Portfolio Manager - INP000003468
- Stock Broker - INZ000193533
- AMFI ARN - 124058
- NSE, BSE, MCX - INZ000193533
- CIN - U67190WB1999PTC090087
- Investment Advisory Reg No - INA300002022
Value Stocks Growth lena hai, Sasta lena hai
Invest Simply In Our Large-Mid-Cap Equity Smallcase
Managed by
SHAILESH SARAF
Mr. Shailesh Saraf, MD-DEPL & Founder-Value Stocks, has been in the Stock Market for 28 years. His App Value Stocks aims at making investing delightfully simple.
0.18%
1M Return
12.79%
6M Return
0.95%
1Y Return
71.34%
2Y Return
10%
1Y Benchmark
Rs 5 lakhs
Min. Investment
2.50%
Annualised Fee
About Large-Mid-Cap Portfolio
- Our Large-Mid Cap Portfolio aims to invest 10-15 F&O Stocks out of 192 F&O companies listed in NSE.
- We Invest in Reasonable valuation, relative to quality & growth prospects, Stable business, preferably consumer facing, Sustainable competitive advantage, Competent management team, Healthy financials & ratios.
- This portfolio is suitable for clients who have moderate risk apatite and aggressive in nature who are ready to take risk to achieve their long-term goals.
- Rebalancing of the portfolio is done on Quarterly basis after quarterly results are announced, rebalancing aims in adding stocks with growing sales and profit and removing degrowing and overvalued companies.
How to invest through Smallcase
- Invest in Smallcase From following 13 brokers: 5paisa, Angel One, Axis Direct, Groww, HDFC Sec, Kotak Sec, Upstox, Zerodha, Alice Blue, Edelweiss, IIFL Sec, Motilal Oswal and Trustline.
- List of details required: Name, Email Id, Mobile No. Brokers/Trading Login ID & Password, PAN No, Date of Birth as per PAN No, OTP in Email Bank A/C for eNach Net banking, Customer ID & Password.
