Invest Simply In Our Multicap Equity Smallcase

7.84%

1M Return

7.19%

6M Return

30.99%

1Y Return

28.26%

2Y Return

21.28%

1Y Benchmark

Rs 5 lakhs

Min. Investment

2.50%

Annualised Fee

About Multicap Portfolio

Our Multicap Portfolio aims to invest 15-20 Multi Marketcap companies out of top 500+ multicap 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. Investors should remember that 50% investments each in mid and small cap stocks make these schemes risky.
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.

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.