Aggressive Model Portfolio

What is an Aggressive Model Portfolio?

The Aggressive Model Portfolio is weighted towards aggressive growth. This aims to provide higher capital appreciation but has higher volatility.

This portfolio comprises of Large cap, Mid cap and Small cap stocks in an approximate 25:50:25 proportion.

Keeping the focus on India's economy, close to a third weight of the portfolio (31.5%) is allocated to consumption related sectors i.e. Agriculture, FMCG, Pharma, Retail & Automobiles. All the stocks selected for this theme are a combination of current segment leaders and future starts focused on creating world class organizations.

Who is it suitable for?

This portfolio is targeted at the aggressive investor, willing to take more risk for maximum returns.

Aggressive investors are high-risk investors willing to risk capital from time to time for the potential of making greater returns in the long run. Their focus is on wealth creation.

The investment horizon is 48 - 60 months. However, ideally longer the investment horizon, better the expected returns. The portfolio will include 20-25 stocks.

The performance review for this portfolio will be done on a quarterly basis.