Name: Brand Value
Brand: smallcase
SKU: SCNM_0007
Price: 74359 INR

We’re SEBI registered research analyst creating Thematic & Quantamental model portfolios since 2016. Data analysis is the heart and soul behind our portfolio construction & with 50+ offerings, we have something for everyone.

Rakesh Jhunjhunwala lost ₹753 crore this week in this Tata stock

The Great Indian Middle Class

Companies focused on the growing middle class. Running India's consumption engine

Brand Value

Companies that own India's everyday brands. Top consumer favorites

The Great Indian Middle Class - Low-Cost Version

Bringing the Bling

This smallcase comprises companies that are catering to India’s increasing affinity for luxury goods and services. 

VRP - Blue Chip

Diversified Blue Chip Stocks for Long Term steady growth.

Capitalmind Momentum

Up to 25 stocks selected based on sharpe ratios and liquidity. Maximum investable up to 20L. 

iTrend - BSELM250

iTrend - BSELM250 is a Momentum Portfolio based on S&P BSE 250 LargeMidCap Index as stock universe

Calm Investor Momentum

Portfolio of up to 20 stocks built on basis of momentum factors. Rebalanced quarterly or more frequently based on price movement.

QPort - Bluechip - Evergreen

An all season quantitative portfolio with low volatility and high returns - best for long term goals

Plutus smallcase

Sanjiv Bhasin's MultiBagger Portfolio

Blockbuster picks by market expert Mr. Sanjiv Bhasin

Leaders

Invest in leading companies of leading industry groups

Consistent Compounder

For Long-term risk-adjusted return through a portfolio of fast-growing high quality companies

India Opportunities Strategy

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

Nifty Big Basket

This Kristal invests in a basket of stocks which are driven by consumer demand.

Midas Basket

A basket of large-cap stocks with diversified sectoral exposure

Tamohara SIP Portfolio

Saatvic

Curated, Conscience-friendly portfolio for 'Socially Responsible Investors'

Invest in high-quality businesses, available at a reasonable value.  

Wealth Compounder by Piper Serica

Multiply wealth by investing in natural compounders of earnings that produce above-average returns

Dividend - Smart Beta

Companies increasing their dividends on a consistent basis

MWG Smart Alpha

Identifying Wealth Creators to generate Alpha. Multi-factor Quantitative strategy.

MWG Smart Alpha (Fixed Fee)

Identifying Wealth Creators to generate Alpha. Multi-factor Quantitative strategy. (Fixed Fee)

Equity Alpha Plus

Benefit from investments in a concentrated portfolio of market leaders run by quality management

Formidable Dozen Plus (FD+) by Piper Serica

Generate higher than Fixed Income returns by investing in a portfolio of select 12 mega-cap stocks

Growth Portfolio

IIFL BA 2X3 Portfolio

Basket of stocks that are best bets on Covid-19 recovery.

Wright ⚡️ Momentum

Momentum investing! Invest in trending stocks.  Rec Amt: 1-20 lac

Quality Smallcap - Smart Beta

Quality smallcap stocks with positive momentum trends

Weekend Mi Evergreen

Momentum based asset allocation between Equity & Gold

Multicap LT Equity PF

A multicap long term equity portfolio that has a roughly 50:25:25 allocation for Large,mid,small cap

NIFTY DIAMONDS

Collection of a few companies in NIFTY50 Index & Tactical Allocation to GOLD.

Equity & Debt

A unique 2-in-1 portfolio of equity & debt suitable for low risk wealth creation

House of Tata

Companies part of Tata group, a global enterprise with stellar reputation & legacy of 150+ years

Bluechips

Wright ⚡️Momentum [AUM based Fee]

Momentum investing! Invest in trending stocks.

[Fee calculated as a % of AUM]  Rec Amt: 1-20 lac

Multiply wealth by investing in natural compounders of earnings that produce above-average returns.


The Wealth Compounder by Piper Serica

Multiply wealth by investing in natural compounders of earnings that produce above-average returns.

The Formidable Dozen Plus (FD+) by Piper Serica

Wealth Enhancer

Curated portfolio for age profile 35-50Yrs,invstmt horizon min 4-6yrs. Medium Risk & Med-High Return

Wealth Protector

Curated portfolio for age 50+yrs, Invstmt horizon <2yrs. Low Risk & Medium Return.

WHALE INVESTMENTS

SenSage i25

25 Large Cap shariah-compliant stocks picked by Shabbir for HNIs and Trusts, Waqfs and NGOs.

Shariah ESG 

23 Large Cap ESG Sector Leaders shariah-compliant stocks

Zen Multicap Focused

Up to 25 Stocks Momentum Multi-Cap Portfolio. Per Stock allocation 4%

YhwEjRo-D@K8d?^

Focussed portfolio of high quality large companies. Suitable for long term holding

smartvalues - weighted

A mix of Nifty 50 stocks weighted proportionate to their momentum profile

MAE Amenities and Comfort Basket

Theme Based - Defensive Basket for Consumption Segment

India Core Equity (Large Cap)

A large cap strategy designed for systematic wealth creation of long term investors.

LS200

MOSt Signature

Top Ideas from Motilal Oswal Research Desk

Consumer

ALL TIME BEST

XC Sector - Consumer Discretionary

The portfolio tracks the best available stocks in the consumer discretionary sector

Wealth Compounder by Piper Serica (J)

Bluechip Citius - Largecap NIFTY

Aggressive BLUE-CHIP Concentrated HIGH-RISK portfolio to out-perform NIFTY Index. Rec Size 2+ lacs

M16 - Multicap Portfolio

Master Blaster

A basket of large-cap stocks with diversified sectoral exposure. Free access for a limited period

Capitalmind Low Volatility

A factor-based portfolio of stocks showing relatively lower price volatility than the market

Momentum Bull

Short term investing in quality stocks with momentum observed in techo-fundamendals

Rakesh Jhunjhunwala portfolio: As per Titan Company shareholding pattern for July to September 2021 quarter, Rakesh Jhunjhunwala and his wife Rekha Jhunjhunwala have shareholding in this Tata group company

Former RBI executive director Lily Vadera joins HDFC Bank board

Dividend Aristocrats

Companies that have been consistently increasing dividends. Extra goodness

Banking Privately

Profitable NBFCs and private banks with low NPAs that are giving PSU banks a run for their money

Banking Tracker

Companies to efficiently track and invest in the banking sector

Coffee Can Portfolio

Companies with a long history of high growth & better returns. Buy and forget for 10 years!

Affordable Housing

Companies participating in and benefiting from affordable housing projects 

smallcase Select - Large Cap

Large-cap stocks present in the most number of smallcases

Consumption

Largecap Movers

Largecap Companies which are expected to grow overtime

Stable Business

Market Leaders in their respective sectors

test

BFSI - Large Cap 

The portfolio consists of large cap BFSI stocks which have consistently performed and are among the blue-chip companies.

Minance Alpha Multiple

Aggressive momentum portfolio for generating higher returns

Minance All Weather

Guarded, stable portfolio based on low volatility anomaly

Steady

A portfolio that invests in large, growth oriented companies with strong fundamentals. Maintains relatively low portfolio risk.  

Balanced

An actively managed portfolio that invests in large and medium size growth oriented companies.

PRAGATI

Take your first step in equity investment. To invest in equity is to invest in the future of a business enterprise. 

Aggressive

A portfolio that invests in high-growth companies with sound fundamentals.

TestSample

Turtle Value

Turtle value is low volatility portfolio of value stocks selected based on our proprietary metrics.

Turtle Growth

Turtle growth is low volatility portfolio of growth stocks selected based on our proprietary metrics

Customized Skip

This smallcase contains all HDFC related stocks

Balanced - Multi Factor Tactical

Stable out-performance in all markets, powered by quantitative research. Rec Amt: 2-20 lac

Shubham

Stocks for all seasons, selected from the top 50 companies representing Nifty 50

Pravesh

IIFL Conservative Portfolio

Portfolio for investors with low risk tolerance and shorter (<3yrs) investment horizon

IIFL Select Alpha PMS

Multicap actively managed concentrated portfolio 

GTurns Momentum 

GTurns Momentum strategy is best suited for active investors who seek to generate very good return 

Test

Mystic Wealth Value (MWV)

MWV is the Value based Model portfolio sniffing inefficiencies in SpinOffs.

HDFC Pack

Design companies

RoboCapital high growth 

RoboCapital High Growth small case is bouquet of high earnings growth stock with majority portfolio in small cap.

Banking Pack

Companies to efficiently track and invest in the Banking sector

RoboCapital High Growth - AUM Based plan 

RoboCapital High Growth small case is
bouquet of high earnings growth stock
with majority portfolio in small cap.


Growth - Multi Factor Tactical 

Stable out-performance in all markets, for the high risk investor. Rec Amt: 2-20 lac

Conservative - Multi Factor Tactical

Stable out-performance in all markets, for the low risk investor.  Rec Amt: 2-20 lac

India Elite 6

Nifty Elite 6 is a customized basket designed using the top 6, highest weighted stocks in the Nifty 50.

212° - Wealth Mantra

“Creating long-lasting wealth in the most Strategic Way by Investing in Outstanding Businesses with Growth & Moat In Common"

ESG Core Portfolio

Safeguarding environmental, social and governance concerns along with share holder value creation

The Wisdom Portfolio 

Equal weighted portfolio in which we make wise stock picks by following a sector rotation strategy. 

ConFund Portfolio

Sustainable Compounders

A portfolio of reasonably priced good quality equity shares and liquid ETF for sustainable returns

Structural Trends

Banking Bulls

21G Dark Horse

"Stocks we stalk that takes the weather" and generate appreciable returns are listed here.

Most effective SmallCase

BFSI Classic Basket

A basket of stocks across banking, financial services and insurance sectors

Tamohara India Opportunities Strategy

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Coronavirus (COVID 19) has triggered a lifetime opportunity to invest in the best Index stocks at a bargain. Accumulate! 

SmartNIFTY Index

Invest in the best 20-25 NIFTY Index stocks to ensure outperformance (Rec amt 10-15 lakhs)


Vadera has 33 years of experience in central banking. She retired as Executive Director from the Reserve Bank of India in October 2020

DMart Leases 43,000 Sq Ft Retail Space In Gurgaon

FMCG Tracker

Companies to efficiently track and invest in the FMCG sector 

The store is expected to open in January 2022; This is the company’s second store in Haryana

Brand Value

Overview

Stocks & Weights