Model Portfolio: Mid Cap

Your subscription will be activated within 2–3 working days from the date of payment realisation.

The selected stocks will primarily be high-growth potential mid-cap companies with strong fundamentals, attractive valuations, and scalability. These companies will have the potential to transition into mid-cap or even large-cap stocks over time. Stock selection will focus on:

Investing in mid-cap stocks offers a unique balance between the stability of large caps and the high-growth potential of small caps. Here’s how they compare:

• Growth Potential: Mid-cap stocks have higher growth potential than large-cap stocks, which are often already well-established. However, they tend to be less volatile than small-cap stocks, which can be highly unpredictable.
• Risk Level: Mid-cap stocks carry moderate to high risk—higher than large-cap stocks but lower than small caps, making them a preferred choice for investors seeking a blend of stability and growth.
• Market Visibility: Unlike small-cap stocks, which often remain under the radar, mid-cap companies are relatively well-covered by analysts and institutions, reducing information gaps.
• Liquidity: Mid-cap stocks have better liquidity than small caps, making buying and selling easier while still offering significant upside potential.
• Valuation Gaps: Mid-cap stocks may be undervalued compared to large caps, offering investors an opportunity to capitalize on potential price appreciation.

Your Model Portfolio subscription will include a portfolio of 15 carefully selected midcap stocks. You can view the detailed investment rationale on your dashboard. The portfolio is reviewed quarterly, and rebalancing (if needed) is done to optimise returns.

Once your subscription is activated, the stock recommendations will be available on your dashboard, where you can track your portfolio and any updates based on your risk profile.

In the rare event that you do not receive recommendations, please contact our customer support team at 02066663802 or email us at service@dsij.in for assistance.

We advise you to act promptly on each recommendation. Keep a 5% margin over our recommended price in case the market moves rapidly after the recommendation. Additionally, ensure that your portfolio weightage aligns with the allocated portfolio.

Since 1986, DSIJ has been committed to equity research, and we put our best effort into helping you protect your capital and generate wealth. However, stock market investments always carry risk, and returns cannot be guaranteed. The responsibility of investing lies solely with the subscriber. For details on our refund policy, please refer to the ‘Terms and Conditions’ section on our website.

When you subscribe to our service, you gain access to a Model Portfolio managed by our research team. You are expected to replicate your investments in the same proportion as the Model Portfolio.Whenever there is a stock addition, exit, or rebalancing, we notify you so you can make the necessary changes in your own portfolio. This approach ensures that you can benefit from expert research and mirror the Model Portfolio for optimal investment outcomes.

As per SEBI regulations, we can only collect advance fees for a maximum of one year. Therefore, payments must be made annually rather than as a lump sum for the entire 5-year duration.