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Theme Based Portfolio
Service Overview
This is more for the growth stocks where the themes are going to emerge on a continuous improvement path. Some of the examples are water treatment companies, green energy, shipping companies and export driven opportunities. Theme portfolio keep on changing based on the macro view of the country. Also some part of defensive and stocks from other categories belong to this one as well.
Theme-based portfolios offer a unique and engaging way to invest in the stock market. By focusing on specific sectors or trends, investors can align their portfolios with their interests and capitalize on future growth opportunities. Remember, thorough research and a long-term perspective are key to success in theme-based investing.
Note* - These figures are indicative and actual may vary in the similar range.
| Row Label | Market Cap Allocation |
|---|---|
| Large | 10% |
| Middle | 50% |
| Small | 40% |
| Total | 100 |
| Row Label | MCA |
|---|---|
| Bluechip | 10% |
| Growth | 50% |
| Value | 20% |
| Speculative | 20% |
| Grand Total | 100 |
| Row Lebels | ISA |
|---|---|
| Agriculture | 4% |
| Automobileancillaries | 15% |
| Banking | 7% |
| Capital goods | 14% |
| Chemicals | 8% |
| Crude oil | 2% |
| Diamond Jewellery | 5% |
| Finance | 7% |
| Healthcare | 4% |
| Hospitality | 3% |
| Information Technology | 8% |
| Infrastructure | 6% |
| Iron Steel | 6% |
| Logistics | 1% |
| Realty | 3% |
| Plastic Products | 3% |
| FMCG | 4% |
| Grand Total | 100 |
Growth Portfolio
Mutual Funds And ETF
Retirement Based Portfolio
Speculative Portfolio
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