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LoWall - SmartBox Advisors
  • E-mail info@smartboxadvisors.com
  • Location 136-138 Orchard Corporate Park, Goregaon | 187, DSA Lane, JSS Road

LoWall - SmartBox Advisors

Reducing Risk. Creating Value

LoWall focuses on reducing risk and enhancing return by following investment strategy that involves building a portfolio of stocks which has less standard deviation than the benchmark. It cushions your portfolio against high market movements.

Diversified

A well diversified portfolio to eliminate unsystematic risk. Portfolio consists of 25-30 stocks selected from NIFTY 100 universe

Buy & Sit Tight

It follows long only philosophy. No short selling or stock lending

Low Volatility

Invest in companies which has low volatility compared to benchmark

VOLATILITY

Stocks with Lowest Volatility among Large Caps
Historically Stable Cash Flow
Sound Corporate Governance
Higher Dividend Yielding Stocks

Sector Weights & Top Holdings

Top 5 Holdings%
HDFC Bank Ltd.4.97 %
Hindustan Unilever Ltd.4.20 %
NTPC Ltd.4.02 %
Power Grid Corporation of India Ltd.4.01 %
HDFC Ltd.3.87 %

Portfolio Outperformance

88.89%
Of time our LoWall Strategy Outperformed Nifty100

Absolute Rolling Return
44.35%37.71%36.92%
2014-162015-172016-18
Annualized 3 year Return (3 Year CAGR)
13.02%11.26%11.04%
2014-162015-172016-18

Year Wise Analysis

We help you to unlock & unleash the power Of Your wealth through our analysis and expertise