Nifty 100 Index

All publicly traded companies on the National Stock Exchange of India, covering 90% market capitalization, are included in the universe

The AxisDirect research team does individual stock picking after going through research of the companies; attending con-calls and investor meets, having management interactions and plant visits, and decides on a host of qualitative and quantitative parameters to be considered while screening stocks.

Companies which have strong fundamentals, sounds businesses, able management quality, and proven track record with economic moat are considered. AxisDirect research team also take into account metrics like return ratios, debt/equity and valuation ratios like P/E, EV/EBITDA, P/BV, in stock screening.

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Market capitalization</li><li>Management quality and vision</li><li>Revenues and earnings visibility</li></ul>

AxisDirect research team will rebalance the smallcase, as and when required. Team is tracking the stocks on an ongoing basis and will take a rebalancing decision depending on any change in fundamental or business environment.

smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

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

Conservative Model Portfolio

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

Portfolio suited for passive long term investing in stable businesses offering reasonably high risk-reward ratio

Conservative Model Portfolio

Overview

Stocks & Weights

Investment Rationale

About the Manager

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