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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 Midcap 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.
5.03%
1M Return
2.87%
6M Return
7.07%
1Y Return
34.08%
2Y Return
22.47%
1Y Benchmark
Rs 5 lakhs
Min. Investment
2.50%
Annualised Fee
About Midcap Portfolio
- Our Midcap Portfolio aims to invest 10-15 Mid Marketcap companies out of 150 midcap 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 can hold portfolio in panic situation and ready to see drawdowns. Midcap stocks have the potential to offer higher returns.
- 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.
