top of page
Leaders

Yellow

Jersey

Leaders

460041-PFM8E9-658.png
  • Risk Associated
    This is a Medium-Risk portfolio as it is majorly invested in blue chip companies. You can expect a fall of 10% - 15% due to volatility over the short term, but we are confident on stable long term performance of this portfolio.
  • How we diversify our risk
    We do not allocate more than 10% to a company and more than 25% to any sector. Government policies change all the time and an averse sector-specific headwind could significantly affect that sector for a long period of time. In order to avoid that we do not allocate more than 25% to any sector. Similarly, we do not believe in putting all our eggs in one basket and limit our allocation to 10% on company level.
  • Basis of selection of Securities
    We follow a bottom-up approach for stock selection. We invest in only top 250 companies as per market capitalisation. We focus on high growth companies.
  • Allocation of portfolio
    This portfolio is large-cap biased, we allocate 70% of the portfolio to large-cap companies and can go up to 30% for Mid-Cap depending on market scenario and our view on the market. We try to maintain a 10% cash position to take advantage of short term special situations like buybacks, offer for sales etc.
  • YJ Leaders Portfolio Performance
Strategy

Focuses predominantly on blue-chip companies with stable returns. 

Suggested time horizon

3-5 years 

Suitable for 

Individuals with medium or low risk appetite. Looking for stable income over a period of time. 

Yellow

Jersey

Boost

2762424_edited.png
2762424.png
Boost
  • Risk Associated
    This is a Medium-Risk portfolio as it is majorly invested in blue chip companies. You can expect a fall of 10% - 15% due to volatility over the short term, but we are confident on stable long term performance of this portfolio.
  • How we diversify our risk
    We do not allocate more than 10% to a company and more than 25% to any sector. Government policies change all the time and an averse sector-specific headwind could significantly affect that sector for a long period of time. In order to avoid that we do not allocate more than 25% to any sector. Similarly, we do not believe in putting all our eggs in one basket and limit our allocation to 10% on company level.
  • Basis of selection of Securities
    We follow a bottom-up approach for stock selection. We invest in only top 250 companies as per market capitalisation. We focus on high growth companies.
  • Allocation of portfolio
    This portfolio is large-cap biased, we allocate 70% of the portfolio to large-cap companies and can go up to 30% for Mid-Cap depending on market scenario and our view on the market. We try to maintain a 10% cash position to take advantage of short term special situations like buybacks, offer for sales etc.
  • YJ Leaders Portfolio Performance
Strategy

Focuses across mid-cap stocks with high growth potential.

Suggested time horizon

 2-3 years 

Suitable for 

Individuals with high risk appetite. Looking for high growth. 

YellowJersey

LEADERS

Shares of listed Entities 

YellowJersey

BOOST

Instrument 
Instrument 

Shares of listed Entities

Focuses predominantly on Blue-Chip heavyweights 

Description 
Description 

Focuses across mid-cap stocks with high growth potential

Invest in Large-Cap 
Category 
Category 
Invest in Multi-Cap
15-18 Stocks
No. of stocks 
No. of stocks 
20-25 Stocks
Rs 10,000 cr. and above 
Market Cap. Bias 
​Market Cap. Bias 
Rs 1,000 cr. and above
Portfolio Weighted by conviction 
Portfolio Construction 
Portfolio Weighted by conviction 
(Up to 10%)
Portfolio Construction 
Refer Fee Structure 
Fees 
Fees 
Refer Fee Structure
No Exit Load 
Exit Load 
Exit Load 
No Exit Load
bottom of page