ASP Formidable Dozen

Generate higher than Fixed Income returns by investing in a portfolio of select 12 mega-cap stocks

Why should you consider investing in "ASP Formidable Dozen" smallcase?

High Returns Potential: Aims to generate returns higher than fixed income investments by focusing on 12 mega-cap stocks known for stability and growth.
Market Leaders: Includes companies from the Nifty50 Index, which are profitable, dividend-paying, and have a dominating market presence.
Expert Management: Managed by Abhay Agarwal, leveraging 25 years of experience for disciplined fund management.
Stellar Track Record: Selected companies have a history of creating shareholder value for over 20 years, ensuring long-term growth potential.
Risk Optimization: Portfolio construction is designed to reduce risk and optimize returns, providing a balanced investment approach.

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Stocks and Weights


Stocks

15

Rebalance Frequency

Quarterly

Last Rebalance

Jun 24, 2024

Next Rebalance

Sep 23, 2024

Minimum Investment Amount

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Sr. No. Month Download PDF
1

February

Posted on : 29-Feb-2024

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2

March

Posted on : 31-Mar-2024

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3

April

Posted on : 30-Apr-2024

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4

May

Posted on : 31-May-2024

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5

June

Posted on : 30-June-2024

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