A diversified investment portfolio of India's top companies
Coin Street "Titan" focuses on investing in big, well-established companies, mainly from the Nifty Top 100 universe. This is a multi-factor strategy based on "Quality", "Fundamental Trend" and "Price Trend". This is an ideal strategy for beginners who are just starting their investment journey or for investors with a lower appetite for risk.
Titan is a diversified portfolio which consists of 20 stocks from different sectors. The strategy aims to outperform the benchmark i.e Nifty 50 over the long term. To learn more about this strategy and back testing performance check our blog here
The chart below highlights the performance of the model portfolio since inception with an initial capital of INR 1 lakh. The performance chart shown below considers all rebalance and changes. The chart data is updated daily at the end of each trading day
Note: The chart below is only to show the live performance tracking of the portfolio and is not intended for any marketing or advertising purposes. Past performance doesn't guarantee future returns
|Number of Stocks||Re-balance Frequency||Launch Date|
|Up to 20||Annual or as needed||15th Sept 2023|
|Last Update||Portfolio Valuation||Portfolio Average ROE|
|23rd Oct 2023||Price to Earnings: 35.1x||24%|
|Benchmark||Return Since Inception||Benchmark Return|
|*ROE and Valuation based on FY23 earnings||Return figures updated once every week|
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Universe: All Companies with market cap greater than INR 50,000 crores (usually 100-150 companies)
Stock Grading: We evaluate each company in the chosen universe on 3 factors i.e "Quality", "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. To learn more about this strategy, please check our detailed article here
Portfolio Creation: We select 20 top ranking stocks based on the above grading after checking for accounting and technical parameters. Also, stocks are selected to ensure adequate diversification across sectors. An equally weighted investment portfolio is created which is then monitored regularly.
Rebalance: For Titans, we follow annual rebalance (mostly during the 1st week of July). However, depending upon market conditions we may make a few changes during the year as well.
1. Who should subscribe to this strategy?
Titan is suitable for all investors, with a special focus on beginners and those who do not have appetite for high volatility as is the case in the small and midcap segment. Investors with a "Conservative" risk profile should choose only "Titan".
2. What does minimum and suggested investment amount mean ?
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.
3. 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.
4. 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.
4. Can we invest via SIP route in this portfolio?
Yes, you can invest via SIP route in this portfolio.
5. Will I get regular updates on individual stocks?
No, there will be no regular updates provided on the individual stocks. We monitor each of the portfolio stocks and take appropriate action as needed and communicate with our subscribers.
6. What is the Benchmark index for this strategy?
The benchmark index to track the performance is Nifty 50.
Minimum Investment Amount
Suggested Investment Amount
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