Access to the best portfolio managers was possible for Super HNIs only. But now, AI driven platforms are offering the same to the retail investor.
One such portfolio is “Best of Nifty 100”. This portfolio invests in stocks that are part of Nifty 100 index.
Stocks are carefully chosen by an algorithm so that the investor gets wide range of exposure within the index. This way the risk is optimized.
The strategy is rebalanced every quarter by an algorithm that considers overall performance of the strategy so far. Dynamic rebalancing helps the strategy to automatically adjust its risk profile based on performance till date.
The portfolio is well distributed across sectors:
Some of the top holdings are mentioned below:
TORTOISE is a multicap portfolio managed by Sabyasachi Paul.
The Tortoise has a typical holding of 2 to 5 years. 95% of the portfolio is focused on stocks and sectors which look either structurally positive over the next 5 years or under-valued at current levels due to a correction or cyclical sectors which are close to the bottom of the cycle.
The remaining 5% is assigned to stocks related to short term events (usually 3 to 6 months), as and when the opportunity arises. This is an actively managed portfolio, and is suitable for investors with a high risk appetite.
Have a look at the classification of sectors here:
Kristal is an AI driven platform which brings together renowned experts and retail investors. The investor can benefit from the expertise of the expert with constant monitoring by algorithm.
The account opening process is simple. KYC is requried and a demat account is opened with Zerodha (for domestic equity). The process is online. As soon as this is done, you can click on the Best of Nifty 100 portfolio and get access to it immediately.
If you face any problems implementing this plan, or if you have any doubts, shoot me an email.
I will be glad to help you out.
Let us make your money work for you.