Name: India Opportunities Strategy
Brand: Plutus Capital
SKU: PLCMO_0001
Price: 584471 INR
Availability: OutOfStock

Nifty 500 Index

All publicly traded companies on the National Stock Exchange of India are included in the universe

Portfolio Manager (Ankur Kapur, CFA, CFP) does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks. Most of the value buying is done in a staggered way.

Value Opportunities become abundant when markets are going through rough patch. The idea is to manage downside risk more than chasing the maximum upside potential. Special situation investing is uncorrelated with the market and depends upon the event-based approach.

The research team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy

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

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

Plutus Capital small case is bouquet of high growth stocks and special situation that are available at discount to the intrinsic value. Portfolio composition is sector and size agnostic. Any temporary slowdown in economy gives opportunity to accumulate these stocks for long term. Value opportunities will range from 0-60% and the rest is special situation or cash.

India Opportunities Strategy

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

The strategy seeks long-term growth of capital by investing in value stocks. 

India Opportunities Strategy

Overview

Stocks & ETFs

Investment Rationale

About the Manager

smallcase is played out