GI Flexicap Super Achievers Quant

Why Consider This Portfolio?

The Growth Investing Flexicap Super Achievers Portfolio is a rules-based equity strategy that invests in a focused set of stocks selected from India’s top 500 companies by market capitalisation.

The portfolio follows a momentum-driven approach using the Growth Accelerated Momentum System (GAMS) and is reviewed regularly to stay aligned with stocks showing strong performance. It is designed for investors seeking a disciplined, growth-oriented portfolio with active monitoring.

How the Strategy Works :

• Broad Opportunity Universe
  Stocks are selected from a wide universe of India’s leading listed companies, allowing flexibility across sectors and market segments.
• Systematic Stock Selection
  The portfolio uses the GAMS framework to identify stocks showing favourable growth and market momentum.
• Focused Portfolio Structure
  The portfolio typically holds 10–12 stocks, keeping it concentrated while maintaining diversification across sectors.
• Balanced Allocation
  Each stock is allocated approximately 8–10% (with limited variation), reducing dependence on any single holding.

Risk Management & Portfolio Maintenance :

• Monthly Review & Rebalancing
  The portfolio is reviewed monthly, allowing winners to remain in the portfolio while underperforming stocks are evaluated for exit based on predefined criteria.
• Diversified Growth Exposure
  Holdings span multiple sectors, focusing on companies with higher growth potential rather than a single theme or sector.
• Transparent Ownership
  All stocks are held directly in the investor’s demat account, ensuring full visibility and control.

Investment Details :

• Number of Stocks: 10–12
• Weighting: ~8%–10% per stock
• Investment Amount: ₹5–10 lakh
• Rebalancing: Monthly
• SIP Option: Available for disciplined investing

   

  A structured, actively monitored portfolio for investors seeking growth with discipline.