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Growth Investing

GI Theme Rotation: The Big Idea Theme

GI Theme Rotation: The Big Idea Theme

Min. investment: ₹76791

Rs. 2,999.00
Rs. 2,999.00
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SEBI Registered

SEBI Registered

20+ Years Experience

20+ Years Experience

15k+ Happy Customers

15k+ Happy Customers

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Why Consider This Portfolio?

The Growth Investing Theme Rotation Portfolio follows a rules-based strategy that invests in market themes showing strong performance and rotates out as leadership changes.

Rather than staying invested in a single sector or idea, the portfolio is designed to shift capital across themes based on market participation and price strength. This approach aims to reduce the risk of money remaining stuck in underperforming themes and is suitable for investors who are comfortable with an active strategy.

How the Strategy Works :

  • Theme-Based Allocation
    The portfolio invests in stocks from three strong market themes at a time, selected based on relative performance and market participation.
  • Liquid & Investable Universe
    Only liquid stocks are selected to support smooth execution and ease of rebalancing.
  • Balanced Portfolio Structure
    The portfolio typically holds up to 20 stocks, with equal-weight allocation, to manage concentration risk.

Risk Management & Portfolio Maintenance :

  • Active Rotation Discipline
    Themes and stocks are reviewed continuously and exited when momentum weakens or trends reverse.
  • Defensive Allocation During Weak Phases
    When suitable themes are not available, the portfolio can move to cash or gold/debt ETFs, aiming to maintain stability during uncertain market conditions.

Investment Details :

  • Number of Stocks: Up to 20
  • Theme Exposure: 3 active themes at a time
  • Weighting: Equal-weight allocation
  • Investment Amount: ₹2–50 lakh
  • Rebalancing: Need-based, driven by theme performance
  • SIP Option: Monthly SIP on the 10th

     

    A structured approach to theme-based investing with flexibility and discipline.

Stocks & ETFs

12

Rebalance Frequency

Need Basis

Last Rebalance

Dec 30, 2025

Next Rebalance

Need Basis

GENERAL QUESTIONS

Everything you need to know before getting started.

Who is this portfolio suitable for? +

This portfolio suits investors who prefer an active investment approach and are comfortable with short-term fluctuations while seeking exposure to evolving market themes.

What are “market themes” in this context? +

Market themes refer to groups of stocks benefiting from similar trends or market conditions, such as sectoral or macro-driven opportunities.

How is this different from sector funds? +

Unlike static sector funds, this portfolio rotates across themes and does not remain invested in a single idea when market leadership changes.

What happens when strong themes are not available? +

During such periods, the portfolio may allocate to cash or gold/debt ETFs to reduce risk exposure.

Is this a long-term investment? +

While it can be used for long-term participation, this strategy is more active and may experience higher short-term variability compared to core portfolios.

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