Nifty 500 Index

Investing in newly listed stocks (Who is generally traded under 365 days)·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Maximum 15 Stocks·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Benchmark = NIFTY 500·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Initial 5% Allocation in Each Stock (15x6= 90)·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Rest 10% Allocation for Pyramiding&nbsp;·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Liquid Money to be Invested in Liquid Bees·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;No Sector Specific Investment approach·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;No Minimum Portfolio Investment Approach

With this unique theme of investing in Newly Listed Companies, our back testing and execution results has been commanding, though the process is extremely strategy driven with 90% of Logic and 10% of Emotions. We Believe to keep the Stock Selection process on Answering the 5 Questions, which are most important to answer before entering investments: 1.&nbsp;&nbsp;What to Buy?Answer: P.P.P. (Price, Profits &amp; People)(Selection is based on Technical, Fundamental &amp; Understanding the business in deep) 2.&nbsp;How Much to Buy?Answer: Maximum 15 Companies – 6% Allocation to Each. 3.&nbsp;When to Buy?Answer: Lollapalooza Effect 4.&nbsp;When to Exit?Answer: Our Exits are Predefined before we enter (Exits are based on Price and Performance) 5.&nbsp;When to Pyramid?Answer: Pyramiding will be done when stock outperforms, we will Allocate 10% of the fund in companies as per opportunity

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

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 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

212° - Unicorn

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"212° - Unicorn, invests in Newly Listed Companies, it is the most unique focused process-driven approach"

212° - Unicorn

Overview

Stocks & ETFs

Investment Rationale

About the Manager

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