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

Stock are selected by a multi-layered, water-tight process. <ul><li>Initial screening is conducted based on fundamental analysis on over 500 stocks. We look for companies which are able to manufacture superior products with lesser capital consumption and are audit compliant.</li><li>This list is narrowed down by conducting accounting forensics to remove potentially frauds.</li><li>Third step is to further narrowed by doing a channel check, product review &amp; feedback from distributors &amp; customers.</li><li>By this stage typically just 25 (out of 500) stocks will make a cut. These 25 stocks are brainstormed to apply human intelligence.</li><li>The final result is a list with just 10 stocks. These hand-picked stocks typically have a high business moat &amp; run by a management with prudent capital allocation skills which translates into a strong balance sheet with a great earnings visibility.</li></ul> Once we do this right, chances of going wrong reduces significantly and great returns can be made.

Portfolio is checked for historical outperformance to ensure that only consistently outperforming processes 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 in this smallcase<ul><li>Market Leadership</li><li>Management quality and vision</li><li>Geopolitical &amp; Regulatory Situation</li><li>Accounting Forensic</li><li>Channel Check</li><li>Product Feedback</li></ul>

This smallcase will be rebalanced on an as-needed basis

Smallcase allocation can vary from 0%-100% Equity &amp; 100%-0% Debt or Gold Funds. We want to preserve gains made during bull run by going defensive, while reaping bull market gains by becoming aggressive. This flexibility allows us make stable yet high return over years

All In 1

Low cost flexible mandate smallcase to survive market ups & downs while delivering alpha

All In 1

Overview

Stocks & Weights

At a Glance

smallcase is played out