BLUECHIP PORTFOLIO
Investment Objective
The Portfolio objective is to generate capital appreciation in medium to long term by investing in well-established companies.
Portfolio Composition
Portfolio would consist of 15 stocks. The portfolio is unbiased towards the market caps and is also sector agnostic.
Investment Strategy
- Identify strong companies based on parameters such as Revenue Growth, ROCE, RoE, Free Cash Flow and Loan Growth.
- Companies should be part of top 300 companies based on total market capitalisation.
- Top 15 companies are selected based on above parameters.
- Generally, rebalancing will be done once a year.
FREEDOM ETF PORTFOLIO
Investment Objective
The objective of the portfolio strategy is to generate capital appreciation in the medium to long term through investments in equity oriented exchange traded funds (ETFs).
Portfolio Composition
Portfolio would consist of a basket of ETFs tracking various indices.
Investment Strategy
- The universe for this portfolio are the entire universe of ETFs available.
- The Portfolio manger seek to invest in various ETFs available.
- The portfolio will be reviewed on a yearly basis.
Advantages of ETFs
- Low Expense Ratio: Expense ratio is far lower than active funds
- Diversification: Each ETF contain large no of stocks which help investor proper diversification
- Low Portfolio Turnover: Generally, active funds have more turnover compared to ETFs
- Unbiased Approach: ETFs follow the changes of underlying index. Changes in underlying index is also based on predefined quantitative parameters. Hence, there are no bias related underlying securities which may present in active funds.
DYNAMIC STOCK ALLOCATION PORTFOLIO
Investment Objective
The investment objective is to provide long term capital appreciation with lower volatility through dynamically managed portfolio of equity and debt securities.
Portfolio Composition
Portfolio would consist of 15 stocks and debt / arbitrage funds. The equity portfolio is unbiased towards the market caps and is also sector
agnostic.
Investment Strategy
- Optimise Returns through proper Asset Allocation of Equity and Debt asset classes from time to time.
- Equity portfolio would follow investment strategy of Bluechip Portfolio.
- Debt schemes / Arbitrage funds are selected based on lower credit risk, volatility, exit charges, better tax efficiency.
- Asset allocation rebalancing will be done on a half yearly basis and Security rebalancing will be done on a yearly basis.
DYNAMIC ETF ALLOCATION PORTFOLIO
Investment Objective
The investment objective is to provide long term capital appreciation while focusing on creating a dynamic asset allocation
approach in allocating the capital into efficient and well performing ETFs and arbitrage funds.
Portfolio Composition
Portfolio would consist of ETF portfolio and debt / arbitrage funds.
Investment Strategy
- Optimise Returns through proper Asset Allocation of Equity and Debt asset classes from time to time.
- The Portfolio manger seek to invest in various ETFs available for equity portfolio.
- Debt schemes / Arbitrage funds are selected based on lower credit risk, volatility, exit charges, better tax efficiency.
- Asset allocation rebalancing will be done on a half yearly basis and Security rebalancing will be done on a yearly basis.
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