High Conviction Mid Cap Model Portfolio

Rationale

The model portfolio consists of 5 mid-cap stocks. Each constituent has been selected based on fundamental analysis, with a documented investment rationale covering business model, financial performance, valuation metrics, and recent developments.

Methodology

• The constituent securities of this model portfolio are selected from the basket of stocks whose market capitalization lies in the range of Rs. 10,000 crores to Rs. 1,50,000 crores
• The selection process is based solely on fundamental research. Key evaluation parameters include an assessment of the company’s business model and product offerings, analysis of historical financial statements, financial and valuation ratios, and recent business developments over the last 4 to 12 quarters

Launch Date

10^th June, 2026

Updates

The model portfolio is rebalanced quarterly, following the conclusion of each earnings season. Rebalancing occurs four times in a financial year, as outlined below:

• Q1 (April–June): Rebalanced by end-August, post earnings season (July to mid-August)
• Q2 (July–September): Rebalanced by end-November, post earnings season (October to mid-November)
• Q3 (October–December): Rebalanced by end-February, post earnings season (January to mid-February)
• Q4 (January–March): Rebalanced by end-May, post earnings season (April to end-May)
• Rebalancing dates are aligned with the earnings disclosure timelines of listed companies to reflect the most recent financial and business developments.

Risk Disclosures

Investments in equity securities are subject to market risks, including price volatility, economic and political uncertainties, interest rate fluctuations, and sector-specific developments. Past performance is not indicative of future results. There is no assurance of returns or capital protection. Investors are advised to consider their risk tolerance and investment objectives before acting on this model portfolio.