opp icon Large & Midcap

Invest in well-established companies

Curated for those who intend to gain exposure to well-established, mature companies with a history of consistent financial performance.

introducing: Large & Midcap

Large and mid-cap companies are less risky than small-cap companies and have the potential to generate good returns in the long term. By avoiding small-cap companies, investors can reduce their risk and focus on companies that generate consistent returns over time. The Large & Midcap portfolio consists of companies that are more established and have a track record of profitability. This makes them less likely to fail or go bankrupt. These companies can grow their businesses and generate profits leading to higher stock prices.

investment strategy

This portfolio combines multiple principles to employ a large & midcap investing strategy.

Explore steady companies growing at reasonable prices. Invest less in popular sectors.

Generate steady cash flow & efficient capital allocation. Capture emerging segments of the economy.

Generate steady cash flow & efficient capital allocation. Capture emerging segments of the economy.

Capture emerging segments of the economy

Explore companies with potential for above-average growth.

What you are investing in

A balanced portfolio of large-cap & mid-cap companies.

Emerging sectors like financial services and capital goods.

Domestic companies expected to outpace global markets.

Other sectors like healthcare, automobile, IT and FMCG.

historical performance in global markets

The small-cap category is where most instances of active schemes outperforming indices can be seen. A large percentage of small-cap schemes have shown to consistently outperform their benchmark indices during a one, three and even five-year investment horizon.

Large & Midcap: pros & cons

benefits

Less risky than small-cap companies
The potential to generate good returns
Returns are relatively more consistent than small-cap companies

drawbacks

May not offer as much growth potential
Requires sector-agnostic approach to generate high returns
May show underperformance during a strong bull market phase when mid and small-caps tend to do better

annualized past returns

The Small is Beautiful portfolio allocates your investment to the perfect mix of small-cap & slight exposure to large & mid-cap companies to maximize your returns while minimizing short-term volatility.

risk rating

High

who should invest in this

A person who is looking for a conservative investment with potential for growth should invest in the Large & Midcap strategy. Large-cap and mid-cap companies are less risky than small-cap companies and have the potential to generate good returns over the long term.