The Smart AllCap Portfolio was launched on May 09, 2025, with an initial investment of Rs 2.50 crore. This carefully designed portfolio consists of 15 to 20 high-potential stocks and has a fixed duration of 15 years, concluding on May 09, 2040.
Smart AllCap Portfolio follows a strategic and diversified approach, ensuring broad exposure across multiple dimensions, including company size, sectors, themes, business groups, weightages, and market capitalisations. The stock selection is drawn from the entire universe of BSE and NSE-listed stocks, with allocations based on risk assessment and expected returns. Portfolio adjustments are executed every Wednesday between 10 AM and 11 AM.
The portfolio is structured to mitigate unsystematic risk, though market risk remains inherent. Its primary goal is to build long-term wealth by investing in high-quality stocks and leveraging the power of compounding over a 15-year period. However, it does not provide any guarantees on returns or performance.
Smart AllCap Portfolio encourages a long-term investment mindset (more than 3 years), enabling investors to capitalise on compounding while navigating market fluctuations with confidence.
Investing in securities involves inherent risks that may impact your investments. Some of the key risks to consider include:
Considering these factors, investors are strongly advised to assess their risk profile and tolerance before making any investment decisions or to consult a financial advisor for guidance.
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SAP is ideal for long-term investors who want to build wealth through a professionally researched, diversified equity portfolio. It includes high-conviction stocks across large, mid-cap, and small-cap companies, and is best suited for those seeking disciplined, model-based investing with clear entry and exit strategies and minimal noise.
SAP gives you access to a research-backed, actively managed portfolio designed to outperform the broader markets over time. It helps you invest with clarity, consistency, and confidence - eliminating guesswork and emotional decision-making.
Unlike static stock lists, SAP offers a dynamic, research-driven portfolio designed for true diversification across sectors, business groups, company sizes, and risk profiles.
With Custom SAP, your portfolio adapts seamlessly to your investment amount while maintaining optimal allocation. Backed by regular reviews, timely alerts, and clear investment rationale, you stay informed and confident at every step.
SAP is reviewed every Wednesday between 10:00 AM and 11:00 AM. On average, there are about two changes per month, only when necessary. Each update is accompanied by clear reasoning and communicated transparently via the app, and email.
SAP is a long-term product with a clearly defined duration — it will run until May 09, 2040. This 15-year horizon is designed for compounding to work its magic.
The performance of SAP is benchmarked against the BSE 1000 Index, a broad-based index representing India’s large, mid, and small-cap segments.
Not at all. SAP is a model portfolio designed for future performance. Only stocks with strong fundamentals and continued upside remain in the portfolio, regardless of past entry points. You're investing in tomorrow's winners—not yesterday's prices.
No problem. You can start with as little as Rs 10 lakhs. Use the Custom SAP tool on the SAP page; it will auto-adjust quantities to match your capital while maintaining the model allocation. If your investment amount is below Rs 10 lakhs, you may allocate equal weight to all stocks in the Model SAP.
Yes.
Launching a new SAP isn’t necessary because:
Many subscribers have already aligned their portfolios with the existing SAP
Stock selection and allocation would remain unchanged
What matters now is future performance from current levels, not past entry prices
Here at Smart VERC, you have one point of contact on Phone, WhatsApp, and Email: a highly-skilled, detail-oriented individual who can resolve almost all your issues.
