GI Next 50 Largecaps Quant

Why Consider This Portfolio?

The Growth Investing Nifty Next 50 Portfolio focuses on companies from the Nifty Next 50 Index — businesses that are often in an expansion phase and have the potential to become future market leaders.

The portfolio follows a rules-based momentum approach, using a proprietary model to identify stocks showing strong growth characteristics and improving market performance. It is designed for investors with a 3–4 year investment horizon who are comfortable with moderate volatility in pursuit of long-term growth.

How the Strategy Works :

• Future Market Leaders Focus
  The portfolio selects 10 stocks from the Nifty Next 50 universe — companies that are well-placed to move into leadership positions within their sectors.
• Systematic Stock Selection
  Stock selection is driven by the Growth Accelerated Momentum System (GAMS), combining growth indicators with price trends.
• Balanced Allocation
  Each stock is allocated between 8%–10%, helping balance growth potential while avoiding over-dependence on any single company.

Risk Management & Portfolio Maintenance :

• Regular Reviews
  The portfolio is reviewed monthly and rebalanced only when required, keeping it aligned with changing momentum and market conditions.
• Diversified Growth Exposure
  The portfolio maintains diversification across sectors and includes a mix of relatively stable and higher-growth companies.
• Transparent Ownership
  All stocks are held directly in the investor’s demat account, providing full visibility and control.

Investment Details :

• Number of Stocks: Up to 10
• Weighting: ~8%–10% per stock
• Investment Horizon: 3–4 years
• Investment Amount: ₹5–30 lakh
• Rebalancing: Monthly, need-based

   

   disciplined approach to investing in companies positioned for the next phase of growth.