Memberships

A focussed MIDCAP STOCKS portfolio that recommends 9 identified High-Quality Midcap Stocks.

Fee/Charges: Rs 35100+ GST

MIDCAP PORTFOLIO– The MIDCAP PORTFOLIO is a portfolio of 9 stocks where each holding will have a high percentage allocation.

The stocks will be chosen from companies that have a Market Capitalization of Rs 3000 Cr plus

Stocks find entry into the portfolio based on analysis of growth outlook, discount at which the stock is trading relative to historical valuations as well as the overall markets. We attempt to identify mispricing of stocks which happens all the time as herd mentality results in some sectors becoming heavily overvalued while others become cheap. This Portfolio is sector agnostic. The stock picking will be purely via a bottom-up process.

Diversification will be lesser of a conscious strategy to drive outperformance. The risk to this strategy is that we could miss out on an outperforming sector as we are not following Index benchmarking and as such underperform during those periods of time.

Every month updates are sent on the PORTFOLIO with performance calculations and recommended changes if any. When a stock comes into the portfolio for the first time or is sold off the logic for the same is clearly explained.

Quarterly updates on PORTFOLIO holdings are sent to all the clients which provides what we believe to be the future direction of the company and the stock. This portfolio is an ongoing perennial portfolio that should last forever and as such it is important for clients to realize that you need to follow the portfolio with the allocations that we have recommended.