View the entire Frequently Asked Questions (FAQs)

Can I do thematic investing or sector-investing through QuietGrowth Portfolios?

No, the QuietGrowth Portfolios are not thematic portfolios. Your portfolio will not get extensive exposure to a short-term macroeconomic theme or trend, because it is tough to predict the outperformance of such a theme or trend.

Also, QuietGrowth Portfolios are not sector-based portfolios. Your portfolio will not get extensive exposure to a specific sector, with an expectation of that sector outperforming the broad market indices in the short term. This is because it is tough to predict the outperformance of a specific sector.

Some of the prominent sectors we consider in our analysis are:

• Consumer discretionary
• Consumer staples
• Energy
• Financials
• Health care
• Industrials
• Information technology
• Materials
• Real estate
• Telecommunications
• Utilities

If you adopt the core-satellite investing approach, then QuietGrowth portfolios can serve as the ‘core’. You can consider having thematic portfolios or sector-based portfolios of your choice as a part of the ‘satellite’.

Refer to our Investment Methodology page for more information.

Also read the answer to the related question:

• Can I use a QuietGrowth portfolio as the core of my core-satellite approach of investing?
• How much should I invest through QuietGrowth?