Posted on 2nd Jul 2018
Rated 4.5/5 based on 20 customer reviews
Thematic investing as the name suggests is a theme based readymade bunch of stocks put into a portfolio for you to invest in. Themes are based on a particular idea or sector or trend and chosen carefully by the broker and also the stocks and ratio of stocks that constituent a particular theme is also pre chosen by the broker. All you have to do is to have a trading and demat account with Fyers and pick your theme that suits your trading style and start investing. Depending on your investment preference, you can invest in single or multiple portfolios at the same time. You can also track the performance of themes by tracking the index value. The index value is set to 1000 by default. If the index value goes up, it means the theme is going up.
You can also rebalance the theme which is doing changes like replacing, adding or removing of stocks from your portfolio.
Benefits of Fyers Thematic investing platform:
Do you know you could save the brokerage up to 90% by joining to online discount broker? Features like best trading platform, Easy and Handy Mobile App and instance Pay in facility for your trades. Trade in Equity Cash, Equity F&O, Currencies, Commodities and Invest in IPO, Mutual Fund with low brokerage charges and best in class services.
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Features of Thematic Investing:
Theme: Retail shopping Stores
Category : Current Trends
Minimum Investment: Rs 3,729
Yearly return: + 66.48%
Monthly return: +9.41%
Category, companies and their percentage in this theme
Jewellery and Accessories: Titan Company Limited: 33.33%
Retail Infractstructure Leasing: Future Enterprises Ltd: 33.33%
Multi Brand Shopping Stores: Vmart Retail Ltd: 33.33%
Investing in this theme means your money will be invested in these 3 stocks, 33.33% in each one. Also you can choose from Low Risk, Equi Weight or Max Return. Companies, weightage and no of shares will change accordingly.