Mid and Small Cap Focused Portfolio
Managed by Niveshaay
Minimum Investment Amount
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 94,790
This portfolio contains mid and small cap size companies available at reasonable valuations with strong market hold.
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 94,790
5Y CAGR
55.95%
Performance
Current value of ₹ 100 invested once at launch
| smallcase CAGR | Equity Small Cap CAGR |
|---|---|
Live performance includes rebalances. It is a tool to communicate factual return information and
should not be seen as advertisement or promotion. Learn how performance was calculated
Key Metrics
Fundamental
NA
50.32
NA
6.60
NA
0.30
NA
33.73
NA
4.50
NA
0.58
Technicals
NA
3.18
NA
0.08
NA
107.11
NA
Pro
NA
Pro
NA
Pro
Relative
NA
27.03
NA
1.15
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 21 | Need Basis |
| Last Rebalance | Next Rebalance |
|---|---|
| Jan 3, 2024 | Need Basis |
About the smallcase
Recommended Investment Amount > 5 Lakh
At Niveshaay, we believe to invest where there is low Risk and High Uncertainty. There is a misnomer that entrepreneurs take high risk and hence they are awarded with high returns. In reality, entrepreneurs do everything they can to minimize risk.
The classic trait of Entrepreneurs is that they are great at dealing with uncertainty and are also good at minimizing risks and the same applies to investors in equity markets too.
The Key Mantra should be to invest in a company that has the potential to grow at decent pace, visibility of sustainable profit and also have clarity on the leverage.
In this portfolio, we have covered stocks which are available at a reasonable valuation and have huge earning potential upside.
- This portfolio comprised of basket of 15-20 small and mid cap focused stocks with great business potential.
Launch Date
Sep 18, 2019
Subscription Fees
₹ 2,999/3m
Factsheet
Download key points for this smallcase
About the Manager
Niveshaay
Manages 4 smallcases
Niveshaay is a SEBI Registered Investment Advisory Firm with a Dedicated Research Team specializing in unearthing high quality undervalued stocks. We focus on few high conviction stocks that exhibit chances to outperform and have out sized impact on the portfolio.
SEBI Registration No: INA000017541
Disclosures
