Fivecap Contra Value Portfolio

Fivecap Contra Value Portfolio is a system driven value portfolio which invests into top Mid & Small cap stocks for long term wealth creation.
Asset Class

Mid & Small cap

Volatility

High

Fivecap Contra Value Portfolio is a system driven value portfolio which invests into top Mid & Small cap stocks for long term wealth creation.
  • Build a portfolio of 20-25 stocks that have passed fundamental and momentum criteria derived form 20 years of data driven research and are currently available at deep value.
  • Review & Rebalance monthly to keep the portfolio aligned with the market movements.
  • Retain the top performer & exit the stocks that do not perform in the long run.

Specifications

Theme

Buy mid and small cap companies with proven business models and listed for at least 10 years however going through a rough patch currently and hence offering deep value.

Diversification

10-15 stocks basket

Sample Set

Top 101-500 NSE stocks ( Mid and Small-caps)

Expected Return*

TBD

Investment Horizon

5-10 years

Risks

Mid/Smallcap Equity Investing Risks
Reliable investments with five capital

Get Started Now

Click here