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High Quality Right Price

Invest in stocks that will benefit from Aatma Nirbhar Bharat theme!

Watch Portfolio Intro Video

Suitable For

Moderate Investors

P/E Ratio

28.09

Sharpe Ratio

2.36

Min. Investment

₹37,019

Recommended Investment

3-6 Lacs

4Y CAGR

50.78%


Performance

Current value of ₹ 100 invested at inception would be:

₹ 530.58

₹ 414.44

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.

About this smallcase

Why should you invest in this smallcase?

High Quality Right Price, one of our flagship portfolios is a multi cap strategy, aligns perfectly with India’s growth story. Primarily, it is based on India’s aim to become self-sufficient and self-reliant- a dream of many. The portfolio is inclined mainly towards the Pharma and Chemical sector- the sectors with good future prospects.


  • Atmanirbhar Bharat tops the list of policies that are shaping India’s global position. 
  • China Plus One- Often referred to as “Import Substitution”, it is a risk mitigation strategy that MNCs have been using to diversify their operations from China. 
  • PLI Scheme- Production linked Incentive Scheme is in line with Atma Nirbhar Scheme.. PLI has paved the way for many companies to come forward and contribute to India’s growth story.
  • Our portfolio contains companies that have been incentivized by the government to produce Make in India products and export them gloablly.


Many companies in our portfolio have seen immense growth in their order pipeline due to these schemes and strategies. 


The companies in this portfolio-

  • Have strong financials metrics
  • Low Debt on books, Preferred Debt to Equity Ratio- 0.5x
  • Good Management integrity, capability and performance track record.
  • Available at Reasonable valuations


We keep regular track of company announcements, results, calls and investor presentations.

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Subscription Plans

Subscribing to this smallcase will give you access to the stocks in the model portfolio of this strategy, as well as access to timely rebalance updates and stock alerts. If you still have questions, feel free to reach out to us.

Why This Pricing?
₹4,720

6 Months

₹ 787 / mo

Subscribe Now
₹9,440₹7,080

12 Months

₹ 590 / mo

Subscribe Now

FAQs

A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of Green Portfolio. You can invest in a smallcase in 2 clicks.

*ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

By subscribing to a smallcase, you get access to the stocks and weights that are within the portfolio, since we are integrated with 16 of the major brokers in the country, the process of investing in the portfolio, rebalancing in a timely manner, as well as topping up becomes super easy and a one click process. Subscription is a fixed cost regardless of the amount that you choose to invest in the smallcase.

Taxes for smallcases of stocks follow the same guidelines as for individual equities. Short-term capital gains tax of 15% applies to stocks sold within 12 months, excluding losses. Long-term capital gains tax of 10% applies to stocks sold after 12 months with gains exceeding Rs. 1,00,000, effective from April 1, 2018. For more information, please refer to the FAQs provided by the Central Board of Direct Taxes - http://incometaxindia.gov.in/News/FAQ-on-LTCG.pdf.

Dividends are taxed in the hands of recipients at their applicable rates.

Green Portfolio smallcases are currently available on several brokers including Alice blue, Angel One, AxisDirect, Nuvama, Groww, HDFC Securities, IIFL Securities, Kotak Securities, Motilal Oswal, Trustline, Upstox, Zerodha, 5 paisa, ICICI direct, Dhan, Fundzbazar, and Fisdom. To explore and invest in smallcases, you can log in to your existing account with any of these brokers or open a Demat & trading account with them.

You can schedule a one-on-one meeting with our team and clear all your doubts by scheduling a call here.

You can find the refund policy here.
Investment Performance

Principal Amount

Duration

Gold

Bank FD

Equity Mid & Small Cap

High Quality Right Price

High Quality Right Price

Subscribe at ₹590 per month

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