About the smallcase
Collection of businesses with high competitive advantages like holding market share of more than 50% or Market Leaders in their respective industries/sectors and simultaneously having huge growth potential in the next 10-15 years along with growth of India and its people's income.
Few Important Points about PVR Wealth Growers 1 Portfolio:
- 50% of the portfolio consists of companies having no promoter with professional management or government as major promoter.
- 35% of the portfolio consists of dividend oriented stocks.
- Its a Multicap portfolio where we allocated around 30% to Smallcap companies.
- Though i monitor companies in your portfolio everyday, Rebalance/Changes in portfolio will occur only on need basis, I prefer to do it only if it's needed.
- I advice to invest in this Portfolio only if you have an investment horizon of more than 4-5 years.
- Our Minimum recommended investment size of the portfolio will be more than 3 Lakhs or an SIP investments of more than 20K per month, though it's not mandatory.
- Kindly make sure your risk profile is matching with volatility of this portfolio, if it's not matching it's better not to subscribe to this portfolio.
- To avail a customized portfolio with respect to your risk profile, kindly approach the advisor.
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