Discretionary Portfolio
SCL Retirement Portfolio
SCL Retirement Portfolio is designed for investors who are planning on their retirements or have been leading a retired life. Retirement is a phase where one has a limited income source and needs an investment plan that provides periodic return.
Considering it a huge portion of the investment in this product will be made in comparatively less riskier securities which will provide stable returns. The product will only invest in companies which are deemed as blue-chip stocks and also pay (regular) high dividends. The utmost priority of this product is capital preservation aligned with providing stable returns. SCL Value Portfolio is designed for investors who wish to have a combination of safer as well as a riskier investment. It provides a balance of safety, income, and capital appreciation, and invests in a combination of equities, equity related products, and fixed income instruments.
The product will invest into a diversified set of instruments, namely equity, term deposits, and money market instruments. The product will choose from a set of large, mid and small cap stocks which have been providing steady returns.
Portfolio Companies
Risk Factors
| Expected Portfolio Return | 8% - 12% |
|---|---|
| Hurdle Rate | 10% |
| Tenure | 2 Years |
Fee Structure
| Investment Amount (in Rs.) | Annual Service Fees (%) |
|---|---|
| 20 lakhs - 50 lakhs | 1.30% |
| 50 lakhs - 1 crore | 1.25% |
| 1 crores - 5 crores | 1% |
| 5 crores - 10 crores | 0.75% |
| > 10 crores | 0.5% |
| Portfolio Return | Incentive Fees |
|---|---|
| < 8% | Nil |
| 9% - 15% | 15% |
| 16% - 25% | 20% |
| > 25% | 25% |
| Exit Load | 1% |
|---|