Provided by

FinSharpe Investment Advisors
Principal Advisor: Rohan Borawake
SEBI RIA Reg No: INA000018489
View Profile
Other services
See all

FinSharpe Mutual Funds - Aggresive
Model Portfolio
View Portfolio

Optimal Alpha
Model Portfolio
View Portfolio

BlueChip Focus
Model Portfolioy
View Portfolio

Accelerator 15
Model Portfolio
View Portfolio
Contact details

info@finsharpe.com

+91 9923411966
Spring Advisory >
Model Portfolios >
Mid & Small Cap Focus
Mid & Small Cap Focus
Model Portfolio by FinSharpe Investment Advisors
A strategy for aggressive investors seeking a focused allocation towards Mid and Small Cap stocks
Subscribe Now
1,000/month
Incl. GST

Volatility
Hard

Min. Investment
₹ 85,369

Return Period
1 month

Return Percentage
2.49%
Subscribe Now
1,000/month
Incl. GST

About this portfolio
The primary hypothesis of this strategy is that mid and small-cap companies are riskier, but they could provide higher returns in the long term as they grow in size. Diversification is the key to Modern Portfolio Theory as it helps to reduce the risk and enhance returns however for those investors who have already diversified their investments the focus may be higher returns. The stock selection criteria consist of fundamental checks on parameters like free cash flows, earnings yield, quality of earnings and pricing parameters like momentum strength. The portfolio consists of companies growing at a higher pace than the market average. To reduce volatility of the portfolio, various constraints on stock, sector and group level are applied. Key highlights: 1) The universe is mid and mall cap stocks from Nifty 500 companies. 2) There are 15 to 20 stocks in the portfolio. 3) Rebalanced once in 4 months. 4) Max weight of 25% to 30% per sector. 5) Constraint of 7% to 8% per stock to maintain weightage distribution. 6) This strategy is backtested on data of 10+ years. 7) Suitable for aggressive investors.

Stocks & Weights
Stocks
19

Rebalance Frequency
Quarterly

Last Rebalance
-

Next Rebalance
June 11 , 2024

Market Cap Distribution
Large Cap
-
Mid Cap
55.14%
Small Cap
44.86%

Live Performance vs Equity Large & Mid Cap
Other services
See all

FinSharpe Mutual Funds - Aggresive
Model Portfolio
View Portfolio

Optimal Alpha
Model Portfolio
View Portfolio

BlueChip Focus
Model Portfolioy
View Portfolio

Accelerator 15
Model Portfolio
View Portfolio
Contact details

info@finsharpe.com

+91 9923411966