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.
- E-mail info@smartboxadvisors.com
- Location 136-138 Orchard Corporate Park, Goregaon | 187, DSA Lane, JSS Road
LoWall - SmartBox Advisors
Reducing Risk. Creating Value
Diversified
A well diversified portfolio to eliminate unsystematic risk. Portfolio consists of 25-30 stocks selected from NIFTY 100 universe
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 Outperformance88.89%
Of time our LoWall Strategy Outperformed Nifty100
Of time our LoWall Strategy Outperformed Nifty100
| Absolute Rolling Return | ||
|---|---|---|
| 44.35% | 37.71% | 36.92% |
| 2014-16 | 2015-17 | 2016-18 |
| Annualized 3 year Return (3 Year CAGR) | ||
|---|---|---|
| 13.02% | 11.26% | 11.04% |
| 2014-16 | 2015-17 | 2016-18 |