We have three types of portfolios for the investors- Conservative, Moderate, and Aggressive. You can choose one as per your risk profile. The table below gives an idea about how we construct portfolios. There are variables in terms of the number of stocks, market cap exposure, sector exposure, and single stock weight.
Characteristics |
Aggressive |
Moderate |
Conservative |
Stocks (Ideal)
|
10
|
12
|
15
|
Stock Range
|
Up to 12
|
Up to 15
|
Up to 17
|
Mega & Large Cap
|
Up to 100%
|
Up to 100%
|
Up to 100%
|
Mid Cap
|
Up to 50%
|
Up to 50%
|
Up to 30%
|
Small & Micro Cap
|
Up to 40%
|
Up to 30%
|
Up to 15%
|
Per Stock Allocation
|
10% (Equal)
|
8% (Equal)
|
6.7% (Equal)
|
Stock allocation range
|
8 to 15%
|
5 to 10%
|
5 to 10%
|
Max Sector Limit
|
45%
|
30%
|
25%
|
Benchmark
|
BSE 500
|
BSE 200
|
BSE100
|