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Nifty Midsmallcap 400

Stocks on Atmanirbhar Bharat & China+1 themes

High Quality Right Price

Divam

Invest in stocks that will benefit from Aatma Nirbhar Bharat theme! (Rec amt 5-10 lakhs)


All the companies which will reap benefits from government schemes such as Atmanirbhar Bharat, Import substitution, and PLI are a part of the universe.

-Green Portfolio is a SEBI Registered Portfolio Manager with -Founders having 3 generations of investing experience.We have a research team of over 8 members including CA's, MBA's,Economics Honours graduates.-The team does screening of financial data of all the listedcompanies and selects the companies where detailed research is to be done basisHQRP Philosophy.-Detailed research report is prepared basis study of AnnualReport, Quarterly Financial Statements, Company Announcements, industry andcompany news, business potential, valuations, etc.-Daily tracking of stocks is done by studying the news items andcorporate announcements.-Quarterly research report is prepared for each stock underresearch.-We use Ace Equity and Ace MF database to study the financialstatements.-On-ground research is done by interacting with theDistributors, Employees, Customers, and Competitors on a periodic basis tounderstand the business direction.

Our Screening is done basis "HQRP" PhilosophyBuying High-Quality Companies “HQ”-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The company should have been in business, successfully, for a long period of time.-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The company should be profitable.-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Debt/ equity should be below 1 times.-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Revenues should be growing.-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The Balance Sheet should be strong.-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The business should have moats, or entry barriers- i.e. Capital, technology-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The company should be utilizing the cash generated from the business, in the best interest of shareholders.-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;No ignorance towards safety, environment and pollution issues&nbsp;-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Operating margins should be above the industry average.-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The taxes paid should be near the rate prescribed by the Government-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The company should be investing in product innovation, R&amp;D and brand building.-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The management integrity, capability, and history should be good.&nbsp;Buying the stocks at the right price “RP”Buying a Company at the right price helps us maintain a margin of safety on your investments. This helps us generate higher capital appreciation.We use income, market and asset approach to evaluate the valuations of the company.The company should be Resilient, have a High Addressable Business Opportunity, should have high capital efficiency, have a competitive moat, have management with integrity. While investing, we consider ourselves as a small owner of the business

Following parameters are considered while assigning weights to stocks in this smallcases-Industry Exposure-Company Exposure-Theme-Potential to generate wealth-Economy and market trends<ul><li> </li></ul>

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

The final screened stocks are then weighted according to the selected asset allocation algorithm

High Quality Right Price

High Quality Right Price

Overview

Stocks & ETFs