IndiaNivesh Portfolio Tracker (Feb 2016)

Salient features of Balanced portfolio
1 Objective of this portfolio is to generate moderate returns in conjunction with moderate risk.
2 This portfolio is suitable for those investors whose risk appetite is moderate.
3 Stock selection criteria here will be strong fundamentals coupled with near term triggers
4 This is an equal weighted portfolio meaning equal amount of money is invested in the stocks selected in this portfolio
5 Benchmark index for calculating returns shall be BSE 500 Index
6 Total seed amount invested in the portfolio is Rs 10 lakh (Rs 1 lakh each in 10 stocks)
7 At any point of time total amount invested in portfolio will not be more than Rs 10 lakh
8 Profits generated will not be reinvested in the portfolio
9 This is a model portfolio reflecting INSL Research stocks preference at this point of time. Our views can change at any point of time & portfolio shall reflect the same accordingly.
10 This portfolio is not a part of PMS service provided by INSL. This is just a virtual (model) portfolio
11 Other products offered by INSL may have contradictory recommendation on stocks mentioned in this portfolio
12 All returns are from the date of inception of the portfolio

IndiaNivesh-Model-Portfolio-Feb-2016