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.
- Consumer discretionary
- Consumer staples
- Health care
- Information technology
- Real estate
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.