Demo Advisor Akta P L O T Portfolio

Medium Risk

Benchmark - NIFTY LargeMidcap 250

Minimum Investment Amount - ₹ 200000.00

Inception Date - 04-07-2023

PLOT stands for Probable leaders of tomorrow. The success for every investor lies in identifying the emerging and winning category and then to pick the category winners from the Winning Category. At Akta PLOT Portfolio, we aim to capture exactly that - first to identify the winning category and then to identify the category winners. Our study finds that winning category and category winners is a function of - Value Migration, Technology Adoption, Extensive R&D and Global Footprints. From our universe of 400 stocks, we have built a portfolio of 18-21 stocks that matches the findings. For wealth hungry investors, this offers both momentum and yet stability of a large cap.

Performance Comparison

Modelfunds

Benchmark

Disclaimer: Investment in Capital Market instruments is subject to market risks. Please consult your Investment Adviser for more details. The performance analysis using tools above includes effect of various corporate actions.