Name: Bharosa Club Top 150
Brand: smallcase
SKU: BHCMO_0002
Price: 156989 INR

Nifty 100 Index

Bharosa Club Top 150

Sanjay Bhargava

Top Down + Bottom Up Fundamental Research

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

The bharosa-club 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 theme

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 monthly rebalance schedule. Once every month, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next month.

The team does in-depth research to decide the criteria to be used for constituent screening

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

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

Bharosa Club Top 150

Bharosa Club Top 150

smallcase is played out

Overview

Stocks & ETFs

smallcase is played out