Provided by
FinSharpe Investment Advisors
Principal Advisor: Rohan Borawake
SEBI RIA Reg No: INA000018489
View Profile
Other services
See all
FinSharpe Mutual Funds - Aggresive
Model Portfolio
View Portfolio
Optimal Alpha
Model Portfolio
View Portfolio
BlueChip Focus
Model Portfolioy
View Portfolio
Accelerator 15
Model Portfolio
View Portfolio
Contact details
info@finsharpe.com
+91 9923411966
Spring Advisory >
Model Portfolios >
Large & Mid Cap Diversified
Large & Mid Cap Diversified
Model Portfolio by FinSharpe Investment Advisors
This strategy combines the best of both worlds - Fundamentally strong companies backed by Momentum
Subscribe Now
₹ 1,000/month
Incl. GST
Volatility
Medium
Min. Investment
₹ 1,31,145
Return Period
2 months
Return Percentage
0%
Subscribe Now
₹ 1,000/month
Incl. GST
About this portfolio
FinSharpe’s core research philosophy is to reduce psychological biases while making investment decisions. The primary theme behind this strategy is to invest in fundamentally strong companies backed by volume and price momentum. The asset allocation method is selected to optimise for a maximum Sharpe ratio.
The strategy uses a multi-factor model that dynamically adapts to changing market conditions. Depending on the market trend, weightage is assigned to: Value, Momentum, Quality or Growth factors.
Key highlights:
1) The Universe is Top 250 companies by market capitalization.
2) There are around 25 stocks in the portfolio.
3) Rebalance frequency is once in 4 months.
4) Sector agnostic with max weight of 25% to 30% per sector.
5) Constraint of 10% per stock to maintain weightage distribution.
6) This strategy is backtested on data of 10+ years.
7) Diversified Portfolio to reduce volatility.
8) Suitable for moderately aggressive investors.
Stocks & Weights
Stocks
29
Rebalance Frequency
Quarterly
Last Rebalance
Feb 26 , 2024
Next Rebalance
May 24 , 2024
Market Cap Distribution
Large Cap
53.88%
.a935db03.svg){kind=small}
Mid Cap
30.81%
.0821f6ad.svg){kind=small}
Small Cap
15.31%
Live Performance vs Equity Large & Mid Cap
Other services
See all
FinSharpe Mutual Funds - Aggresive
Model Portfolio
View Portfolio
Optimal Alpha
Model Portfolio
View Portfolio
BlueChip Focus
Model Portfolioy
View Portfolio
Accelerator 15
Model Portfolio
View Portfolio
Contact details
info@finsharpe.com
+91 9923411966
Get your free Financial X-Ray Report!
Get a detailed assessment report of your financial life.
