Spring Advisory > Model Portfolios > Indian Bluechip Leaders

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FinSharpe Investment Advisors

Principal Advisor: Rohan Borawake

SEBI RIA Reg No: INA000018489

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Indian Bluechip Leaders

Model Portfolio by FinSharpe Investment Advisors

Invest in the stalwarts of India with a high market capitalisation and proven track record

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₹ 1,000/month

Incl. GST

Volatility

Medium

Min. Investment

₹ 90,470

Return Period

3 months

Return Percentage

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₹ 1,000/month

Incl. GST

About this portfolio

The term BlueChip originates from the game of high-stakes poker where the colour blue signifies the chips with the highest value on the table. Characterized by a Large Market Cap, Proven Track Record, and Reliability, BlueChip stocks are mature companies that represent the Leaders of an Industry. Top 100 listed companies in India are scanned through various Fundamental parameters like earnings yield, sales growth, enterprise value and PE ratio to shortlist stocks that are growing fast and available at a reasonable valuation. To assign weights to the portfolio, the Money Flow Index which uses Price and Volume data to suggest Overbought or Oversold levels, is used. Key highlights: 1) The universe is top 100 companies by market capitalization. 2) There are around 15 stocks in the portfolio. 3) Rebalanced once in 4 months. 4) 25% to 30% per sector. 5) 7% to 8% per stock to maintain weightage distribution. 6) Backtested on data of 10+ years. 7) Suitable for moderately aggressive investors.

Stocks & Weights

Stocks

Rebalance Frequency

Quarterly

Last Rebalance

Apr 2 , 2024

Next Rebalance

Jul 2, 2024

Market Cap Distribution