An investment portfolio with a focus on fast growing mid and small cap companies
Coin Street "Prime" focuses on fast growing small and midcap companies. Investing in small and mid-cap companies is risky but highly rewarding. The strategy is suitable for investors who have some experience and can handle market volatility but are looking to capitalize on the potential of such high growth companies.
Prime comprises of an investment basket of up to 30 stocks diversified across sectors and market cap. We may also add gold and bonds to the portfolio occasionally to manage overall portfolio risk.
Live Performance Chart
The chart below highlights the performance of a model portfolio since inception with an initial capital of INR 1 lakh. The performance chart shown below considers all rebalance and changes.
|Number of Stocks||Re-balance Frequency||Launch Date|
|Up to 30||Quarterly||05th October 2023|
|Last Update||Portfolio Valuation*||Portfolio Average ROE*|
|23rd October 2023||Price to Earnings: 34.3x||19.8%|
|Primary Benchmark||Secondary Benchmark||Return Since Inception|
|BSE Midcap Index||BSE Smallcap Index||10.7%|
|Primary Benchmark Return||Secondary Benchmark Return|
|*ROE and Valuation based on FY23 Earnings||Return figures updated once every week|
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Universe: Nifty 750 companies (this also forms Nifty Total Market Index)
Stock Grading: We evaluate each company in the chosen universe on 4 factors i.e "Quality", "Growth", "Fundamental Trend" and Price Trend (or Momentum factor). A composite score is assigned to each stock and all stocks in the universe are ranked based on this score. We assign higher weightage to the "Growth" factor in line with the underlying philosophy of growth-style investing of this portfolio. To learn more about our strategy please check our blog post here
Portfolio Creation: We select 25-30 top ranking stocks based on the above grade after checking accounting, governance and liquidity and other parameters. Stocks are selected to ensure adequate diversification across sectors. An equally weighted investment portfolio is created which is then monitored regularly and rebalanced for optimum performance.
Rebalance: For Prime, we follow quarterly rebalance
1. Who should subscribe to this strategy?
Prime is suitable for investors with an "Aggressive" or "Moderate" risk profile".
2. What is the mix of small and midcap stocks in the Portfolio?
While there is no fixed breakup between small and midcap stocks, the strategy will have higher allocation towards small caps at most times.
3. What is the Minimum and Suggested Investment Amount?
Minimum Investment Amount is the minimum amount you would need to buy the desired quantity of each stock to ensure allocation to each stock is aligned as per the portfolio objectives.
Suggested Investment Amount is the ideal minimum amount which you should be investing in this strategy to ensure the advisory and other costs are justified in a meaningful way.
4. Can we invest via SIP route in this portfolio?
No, this strategy is more suitable for lumpsum investment. Having said that you can do the lumpsum investment in 2-3 tranches (for example 50% in 1st time, 30% and 20% in second and 3rd tranche). If you are looking for monthly SIP option, we recommend subscribing to our Titans strategy
5. Some of the stocks in the portfolio have increased a lot; is it still worth allocating money to these stocks?
If a stock has run up a lot, there is no reason why it cannot go up further. We suggest you follow the allocation mentioned against each name. If a stock is present in the list, one can allocate money as per suggested weightage.
6. Why are you exiting a stock when it's in loss?
Profit and loss booking are part of the game. If a stock meets our sell criteria, we will exit it. Despite our best efforts to select good portfolio stocks, some of them will not perform on the expected lines. Therefore, it is important to cut the losses early before they get big. One should always look at overall portfolio results and not how individual stocks are doing.
7. What kind of return can we expect from this strategy?
Markets are volatile by nature, and they go through periods of ups and downs. Therefore, one cannot provide a figure for expected returns. Your return would depend on when you start and how long you remain invested. It's important to have an investment horizon of at least 3-5 years (longer the better) to get any meaningful return from stock market investing. The returns shown here are the performance of our model portfolio from the launch. Different subscribers who joined at different times will experience different returns. Our aim is to outperform the benchmark consistently.
8. What is the Benchmark index for this strategy?
The primary benchmark is BSE Midcap index. The secondary benchmark is BSE Smallcap.
Minimum Investment Amount
Suggested Investment Amount
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