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Green Ethical Portfolio - Shariah Investing

Invest in a diversified portfolio of stocks based on Shariah Principles of Investing.

7M CAGR

34.23%

Min. Investment

₹41,897

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Why should you invest in this smallcase?

Flexi-cap portfolio that invests in 15-20 value and growth stocks based on Shariah Principles of Investing.

 Growth Drivers:

·       Import substitution beneficiaries.

·       Supply chain re-shoring (China Plus One) beneficiaries

·       Manufacturing Oriented companies, from India for the World.

·       Beneficiaries from infrastructure creation and related growth

·       Consumption growth beneficiaries from aspirational middle class

 

Monitors and updates from screening database from Islamicly (refer to their website for screening criteria's)


Key features:

·       Philosophy is to invest in growing Shariah compliant businesses, having strong management, strong fundamentals and comfortable valuations

·       Exposure to a larger universe of shariah-compliant companies with benefits of diversification and higher returns.

·       If a stock is reported non-compliant, we ensure that the portfolio gets updated in the upcoming rebalance.

·       Dividend purification notification is sent to all investors on a periodic basis

 

Key recommendations:

·       Keep an investment horizon of 2-3 years for capital appreciation.

·       Rebalance schedule is quarterly

·       Recommended investment amount is Rs. 2-5 lakhs 

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Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.

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7M CAGR

34.23%

Min. Investment

₹ 41,897

Subscribe Now

Already Subscribed?

Login to invest

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