Spring Advisory > Model Portfolios > Mid & Small Cap Focus

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

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

Rebalance Frequency

Quarterly

Last Rebalance

Next Rebalance

June 11 , 2024

Market Cap Distribution