Create an equity portfolio through disciplined investment in the long run with Diversified Equity Portfolio. This service will help your portfolio's value grow with medium to high risk.


  • Fund Type:Multi-cap
  • Min. Investment:Rs 25 Lakh
  • Aim:To create an equity portfolio through disciplined investments
  • Benchmark Index:Nifty 50
  • Charges: AMC fees- 2.5% p.a.
    Brokerage- 0.5%
    Profit sharing: 20% profit sharing after the 15% hurdle is crossed

INVESTMENT STRATEGY

Blue-chip heavy

The core portfolio includes blue-chip companies with a proven track record.

Balanced Exposure

It gives exposure of minimum of 70% in the Nifty Fifty stocks

Proven Research Team

The service is driven by In-house research team with proven track record

RESEARCH PROCESS

Nifty base

The investments are made primarily in Nifty Fifty or the BSE 100 scrips.

Diverse Exposure

It attempts to have an exposure of minimum 70% in the Nifty Fifty stocks and a minimum of 90% in BSE 100 stocks

Strong core

It endeavors to create a core portfolio of blue-chip companies with proven track record and has partial exposure to quality companies in the mid-cap space

Judicious Stock picking

Disciplined investment decisions are taken about specific stocks based on thorough fundamental research.

Diversified Equity portfolio is an in-house PMS product of Sharekhan. Sharekhan is SEBI registered investment advisor.