Name: Themes for Decade Fundamental
Brand: smallcase
SKU: TIKOMO_0001
Price: 100000 INR

Tikona Capital is SEBI Registered Research Analyst, specialise in Equity Model Portfolio, driven by in-depth research, to C-suite executives, Working professionals, High Net worth Individuals, Family Offices, Corporates and Institutions. Our services are driven by in-depth research, a professional network, and a firm conviction to deliver superior value to our clients.

Nifty 500 Index

Themes for Decade

Themes for Decade Fundamental

Tikona Capital

15-20MultiCap stocks from with robust businesses, capable management can outperform for long term

Investment Philosophy: Long-Term Wealth Creation: Focus on identifying companies with strong fundamentals and exposure to India’s transformational themes (Clean Energy, Consumerism, Financialisation, Techification, Globalisation, and Formalisation). Fundamental-Driven Approach: Prioritize companies with consistent revenue growth, profitability, and high return ratios. Risk-Adjusted Returns: Aim for superior risk-adjusted returns by investing in a mix of Large-cap (stability) and Mid-cap (growth) stocks. Thematic Investing: Capitalize on India’s structural growth opportunities by aligning the portfolio with high-potential themes. Research Process: Macro Analysis: Identify high-growth sectors and themes driven by India’s economic transformation (e.g., &nbsp;Financialisation, Differentiated IT). Industry Analysis: Evaluate industry dynamics, competitive positioning, and growth potential within each theme. Company Analysis: Conduct in-depth fundamental analysis of companies, including financial performance, management quality, and competitive advantages. Valuation Check: Ensure stocks are trading at reasonable valuations with a margin of safety. Peer Comparison: Compare companies within the same sector to identify the best-in-class players.

Healthy Revenue growth potential with strong profitability leading to high capital efficiency. We look for companies with management having proven track record of execution and integrity. We prefer companies with high promoter stake thereby determining their skin in the game. Debt Levels: Debt-to-Equity Ratio &lt;1 for non-financial companies; strong asset quality for financial companies. Business Quality: Companies with a strong competitive advantage (moat) and exposure to transformational themes. Management Quality: Proven track record of execution, capital allocation, and shareholder-friendly policies.

Market Cap Allocation:<ul><li>30-50% will comprise of large cap stocks</li><li>40-70% will be a mix of midcap and smallcap stocks</li></ul> Individual Stock Weights:<ul><li>The max weightage of a single stock won’t exceed 10-15%</li><li>The weight of midcap and smallcap stocks will be in the range of 5-10%&nbsp;&nbsp;&nbsp;</li></ul>

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next quarter

Predominantly Equity from NSE 500

Themes for Decade Fundamental

Themes for Decade Fundamental

Overview

Stocks & Weights