Advisory Stock Portfolios

Advisory Stock Portfolios

Advisory Stock Portfolio:

NS Industry Leaders Theme

Key Features of NS Industry Leaders Theme 2

NS Multi Cap Theme

Key Features of NS Industry Leaders Theme

NS Mid & Small Cap Theme

NS Mid & Small Cap Theme based advisory stock portfolio is an equivalent of a small cap fund. The portfolio consists of midcap and small cap companies with good financials and potential. Stocks that are selected under this theme have the potential to be multi-baggers. This portfolio is suitable for investors with a bigger risk appetite and a longer horizon or time of investment.

NS New India Theme

To capitalize on the theme of ‘Value Migration‘ by investing in companies whose business model is more aligned to newer ways of production/consumption. Value migration is the flow of value from the outmoded business designs to new ones that are able to satisfy consumer’s need.

Taxation
Type of IncomeTaxation levy for NRI *TDS rate (withholding tax rate) *
Sale of Listed Shares – STT paid at the time of purchase and sale (except for shares purchased before STT came in force). Period of holding less than 1 year – Short Term Capital Gain. Capital gain @ 15%. (U/s. 112A) 15% (U/s. 195)
Period of holding more than 1 year – Long Term Capital Gain. Capital gain @ 10%. Exempted up to Rs. 1,00,000. (U/s. 112A) 10% (U/s. 195)