The phrase “Money does not grow on trees” is often thrown around in our daily lives. While it is true, wouldn’t it be rather nice if we had a wish-fulfilling tree that could help us build wealth?
Introducing AxisDirect Kalpavriksha smallcase, a readymade portfolio created by Axis Securities Research. Named after the mythological tree that grants wishes, this smallcase just might be such an investment that helps you achieve your dreams & goals. This smallcase invests in the large and mid-cap companies that are future-ready & are also leaders in their thanks to their ability to generate stable revenue/earnings.
Usually, companies are classified into 3 based on market capitalization — large-caps, mid-caps, and small-caps. There is no hard and fast rule as to how the companies fall into these classifications. However, they are based on certain criteria:
AxisDirect Kalpavriksha smallcase has identified companies with established leadership positions, sound management, consistent revenue & earnings growth, and stable return ratios. It includes reputable large-cap and mid-cap stocks that have a good historical performance record. It aims to provide:
The AxisDirect Kalpavriksha smallcase includes stocks such as Reliance Industries, Titan, Tata Consultancy Services, Hindustan Unilever, etc,. The Axis Securities Research has curated this smallcase keeping in mind the needs of emerging investors, who have a mid-long term investment horizon It has generated a CAGR of 31.31% over one year.
So, if you are looking to grow your investment by investing in sector leaders over a long period horizon, AxisDirect Kalpavriksha smallcase can be your ideal investment option.
AxisDirect launched smallcases in July 2018, and the AxisDirect Research team has created 10+ smallcases since. smallcases are portfolios of stocks/ETFs that have an underlying theme or an established investing strategy. smallcases are inherently diversified, have no additional cost on AxisDirect, and prove to be far more cost-efficient than mutual funds in the long-run. Login now with your AxisDirect account to invest in smallcases.
Reading Time: 2 minutes Inflows are expected to touch ₹495 billion by 2021.
Reading Time: 3 minutes An educational initiative by smallcase.
Reading Time: 2 minutes BSE Sensex closed at 41.130 & Nifty at 12,154.
Reading Time: 4 minutes In the past five years, AUM of ETFs have jumped more than 30-fold.
Reading Time: 3 minutes Smart Beta strategies aim to increase the return potential without increasing risk.
Reading Time: 2 minutes The Centre has announced a stimulus package for stalled housing projects.