Moderate Model Portfolio

What is a Moderate Model Portfolio?

An intermediate risk and return portfolio that provides moderate capital appreciation along with a steady income stream.

This comprises of Large Cap and Mid Cap stocks in almost equal proportion.

Theme of the portfolio is focused on India's economy. Since the Indian economy is a consumption driven economy (India's private domestic consumption as a share of GDP is close to 58%), we are overweight towards consumption driven sectors.

Special focus is given to India's infrastructure creation. The Infrastructure sector is poised for exponential growth with India embarking on a massive investment program of approx. USD 1.6 Trillion expenditure on infrastructure creation and up gradation.

Who is it suitable for?

This portfolio is targeted at those investors who lean relatively more towards being aggressive and are willing to take little more risk in order to maximize returns.

They have moderate return expectations and are primarily growth seeking investors with diversification

The investment horizon is 36 - 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.