Name: Growth & Income - Mid-Cap Version
Brand: smallcase
SKU: KTKMO_0004
Price: 72207 INR

Nifty_SM100

Growth & Income - Mid-Cap Version

Tarak Mehta

Efficiently managed dividend paying companies screened using Kevin Matras' criteria

Growth & Income

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

The Windmill Capital team studies research papers and documented investment philosophies and strategies. Ideas and strategies are then adapted for the Indian markets, with which a criteria for stock screening is finalized

<ul><li>Proprietary liquidity filters are applied to remove ill-liquid stocks from the universe</li><li>A special check is applied to remove stocks, where a significant part of the promoter holdings are pledged, to define the investable universe</li><li>The model criteria identified in the previous step is applied on the investable universe to select qualifying stocks</li></ul>

This list of selected stocks is equal weighted

All model based smallcases are checked for historical outperformance to ensure that only consistently outperforming models are selected

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase and drops stocks which do not meet the model criteria and adds new stocks

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

Growth & Income - Mid-Cap Version

Growth & Income - Mid-Cap Version

Closed smallcase

Overview

Stocks & Weights

Closed smallcase