Equity Growth Portfolio

This strategy is for individual who are willing to invest 2 to 5 lakhs in equity mainly for short term investments. We use models which identify entry and exit levels for stocks based on P/E, EPS Growth, GDP growth rate and Interest rates. If there is no stock that meets the investment level criteria then the funds are invested in money market funds where one gets 8 to 8.5% p.a. returns. Thus, we help you generate returns by opportunistic trading.

We use the following parameters to identify monthly allocation of assets.


Minimum Starting Amount (for this strategy)

Investment Amount
Lumpsum Investment 1,00,000

Tax Treatment

Short term capital gain if more than 1 year the then Tax is free