smallcase-logo

Green Ethical Portfolio - Shariah Investing

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

1Y CAGR

57.17%

Min. Investment

₹43,990

Subscribe Now

Already Subscribed?

Login to invest

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 

Show Less
Show More

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.

Download Chart

Subscribe to see the constituents of this portfolio.

Subscribe Now

1Y CAGR

57.17%

Min. Investment

₹ 43,990

Subscribe Now

Already Subscribed?

Login to invest

Blogs

Wednesday, Mar 8, 2023

THE IMPORTANCE OF TAX-EFFICIENT PORTFOLIO MANAGEMENT
Read More

Wednesday, Apr 5, 2023

How Smallcase is changing the game for Retail Investors
Read More

Saturday, Dec 2, 2023

Essential Factors to Consider Before Hiring a PMS Manager
Read More