The next generation of champions · Horizon: 4 years

Who this is for: Investors who already hold a large-cap or mutual-fund core and want a concentrated, high-conviction satellite sleeve (around 20% of equity exposure) with a correspondingly higher risk appetite.

MODEL PORTFOLIOS / JUNIOR

JUNIOR.

The Idea

Many of today's well-known businesses were once newly listed companies most investors overlooked. Junior is built to research that stage — the window after a company has shown it can survive but before the institutional world has covered it.

How It Thinks

Junior is a concentrated portfolio of eight recently listed Indian companies, past the early-survival phase but not yet institutionally covered, in the thinly-researched small- and mid-cap space. The premise is that rigorous research can provide an information edge in this segment. Concentration and recent-listing exposure make this a higher-risk strategy.

What To Expect

Eight stocks, no SME names, held for roughly four years. The universe is tightly defined: listed after 2021, no significant lock-in overhang, and at least two quarters of declared results — enough of a record to judge, early enough to still be under-researched. Every name clears a proprietary fundamental and technical filtration process and is backed by a written research thesis. A defined target and a trailing stop-loss are set before every buy; a position is exited when its thesis is violated, its target is met, or risk limits require it.

Junior is a satellite sleeve, not a core — designed to sit around 20% of total equity exposure alongside a large-cap or mutual-fund foundation.

The Role It Plays

If Match is about owning today's champions, Junior is about researching tomorrow's — the forward-looking edge of the suite.

THE SPECIFICS

Portfolio Facts

RISK INDICATION
Very High
Category
concentrated recently-listed (SMID) model portfolio
Investment Horizon
4 years
Methodology
13-parameter proprietary fundamental screen plus technical filtration and guardrail filters, written thesis per name, rules-based entry with pre-set target and trailing stop-loss
Review & Rebalancing
as needed, with a monthly review
Benchmark
Nifty 50 and Nifty 500

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