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Model Portfolio: Multi Cap

Equity has established itself as a resilient asset class, consistently outperforming others and serving as a strong platform for long-term wealth creation. The Multi-Cap Portfolio follows a disciplined investment strategy that combines large-cap, mid-cap and small-cap stocks, ensuring a well-balanced and diversified portfolio....

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20,999/-

Price

1 Year

Validity

Moderate

Risk Level

Why Choose  Model Portfolio: Multi Cap?

01
Expert-Curated Portfolio

Each stock is chosen based on its potential for sustainable growth over a 3 – 5 year investment horizon.

02
Regular Portfolio Monitoring

Our experienced fund managers actively track stock performance to ensure the best possible returns.

03
Periodic Rebalancing

We periodically replace lagging stocks with high-potential ones, maximising your wealth-building opportunities.

With DSIJ's Model Portfolio: Multi Cap, you invest with a clear strategy, expert research, and the flexibility of direct stock ownership.

Advantages of the Model Portfolio - Multi Cap

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Quality Stocks

Companies with strong cash generation, healthy return ratios, and good corporate governance.

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Balanced Investment Strategy

A mix of large, mid, and small-cap stocks provides diversification and risk mitigation.

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Long-Term Wealth Creation

Avoids short-term market volatility and focuses on sustainable growth.

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Moderate-Risk Profile

Offers a well-diversified portfolio to optimise risk-adjusted returns

Why Choose DSIJ Model Portfolio?

Our DSIJ Model Portfolio offers the perfect balance between flexibility and professional expertise, ensuring that you have full control over your investments while benefiting from a disciplined, research-driven approach.

Key Benefit

01
Direct Ownership of Stocks

Unlike Mutual Funds or PMS, stocks are held directly in your demat account, ensuring complete transparency and no inter-scheme holdings manipulation.

02
Professional Research & Disciplined Approach

Our expert team follows a data-driven investment strategy, offering the same level of competence and discipline as Mutual Funds & PMS—without the restrictions.

03
No Exit Load or Lock-in Period

Invest and exit at your convenience, with zero exit loads or restrictions, giving you full liquidity and control.

04
Personalised Wealth Creation

With a structured 15-stock portfolio, you enjoy the flexibility of direct investing while following a long-term, expert-guided investment strategy.

05
Wider Investment Choices

Our model portfolios span multiple sectors and market caps, ensuring a diverse and adaptable investment strategy in changing market conditions.

Invest Smart, Invest with Confidence!

Choose DSIJ Model Portfolio to build a strong, future-ready portfolio backed by research, expertise, and transparency.

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Frequently Asked Questions

Questions on your mind? We have the answers for you!

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 multi-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:

  • Industry leadership potential
  • Consistent revenue & earnings growth
  • Strong management and corporate governance
  • Liquidity and trading volume
  • Competitive advantage and market positioning
  • Multi-cap investing provides diversification across market capitalisations, balancing risk and reward. Large-cap stocks offer stability, mid-cap stocks provide growth potential, and small-cap stocks have the highest upside but come with higher volatility. The Multi-Cap Model Portfolio strategically blends all three categories to optimise returns while managing risk.

    Your Model Portfolio subscription will include a portfolio of 15 carefully selected multicap 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.

    DALAL STREET INVESTMENT JOURNAL - DEMOCRATIZING WEALTH CREATION

    Principal Officer: Mr. Shashikant Singh,
    Email: principalofficer@dsij.in
    Tel: (+91)-20-66663800

    Compliance Officer: Mr. Rajesh Padode
    Email: complianceofficer@dsij.in
    Tel: (+91)-20-66663800

    Grievance Officer: Mr. Rajesh Padode
    Email: service@dsij.in
    Tel: (+91)-20-66663800

    Corresponding SEBI regional/local office address- SEBI Bhavan BKC, Plot No.C4-A, 'G' Block, Bandra-Kurla Complex, Bandra (East), Mumbai - 400051, Maharashtra.
    Tel: +91-22-26449000 / 40459000 | Fax : +91-22-26449019-22 / 40459019-22 | E-mail : sebi@sebi.gov.in | Toll Free Investor Helpline: 1800 22 7575 | SEBI SCORES | SMARTODR