Enabling growth through thematic model portfolios
Samriddhi Capitals curate model portfolios of stocks or exchange-traded funds (ETFs) based on various investment strategies, ideas and themes. By partnering with Smallcase Technologies, Samriddhi Capitals has published its model portfolios.
Key features:
- Single click execution to replicate the portfolio.
- Investors have visibility into the composition of portfolio.
- Portfolios are periodically rebalanced to maintain the desired exposure and objective of the strategy.
Our Smallcase
Megatrends are powerful, transformative forces that can change the trajectory of the global economy by shifting the priorities of societies, driving innovation and redefining business models. It can have vital impact on livelihood, government policies and corporate strategies.
Key features:
- Investing in megatrends may enable exceptional wealth creation in long run
- Maximum exposure to single stock is capped at 15%
- Portfolio is rebalanced on monthly basis considering our market research on emerging megatrends
- In case overall market is foreseen to be in bearish mode, our strategy is to stay in cash and re-invest later
Wealth Compounding is a well curated strategy to help investors ripe compounding benefit through disciplined investing. Here we continuously look for opportunities which are predominantly momentum based.
Key Features:
- Portfolio comprises maximum 10 stocks having potential to outperform in any market condition.
- Stock universe comprises companies whose market capitalization exceeds INR 500 crores and which offers high liquidity
- Focus on favorable risk reward investment opportunities
- Maximum exposure to single stock is capped at 15%
- Reviewed daily and rebalance updates are sent only to incorporate better opportunities or timely exits
- If there aren’t enough opportunities – stay in cash or invest in LIQUIDBEES
- Returns in portfolio may be highly volatile and investor shall factor it while selecting Wealth Compounding
Outperforming heavy weights is a portfolio consisting of heavy weight stocks with specific focus on stocks which has potential to outperform the market.
Key Features:
- Invest only in stocks having market capitalization > INR 10,000 crores
- Maximum count of stocks in portfolio capped at 20
- Maximum exposure to single stock in the portfolio capped at 15%
- Reviewed daily but rebalance updates sent only to incorporate better opportunities or timely exits
- If there aren’t enough opportunities – stay in cash
Market Leaders smallcase is a portfolio of selected companies having either monopolistic presence or significant market share or an emerging market leader.
Normally the market leaders enjoy the following key advantages:
- Leverage economies of scale to control prices.
- Most trusted by consumers
- Most likely to be innovative in adopting the technologies and processes
Key Features of our Market Leaders smallcase:
- Investing in market leaders enables exceptional wealth creation in long run
- Maximum exposure to single stock is capped at 15%
- Rebalance is performed on weekly basis considering forecasted outperformance and market research
- If markets is foreseen to be in bearish mode – stay in cash and re-enter later.
Volatility in portfolio is auto-determined and tagged based on their current / historical constituents. Performance is updated on daily basis as compared to their benchmark.