Name: Business with economic moats
Brand: smallcase
SKU: INDNM_0002
Price: 25047 INR

Nifty Midcap 150

Business with economic moats

Pratiksha

Business having competitive advantages in their particular domain.

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

The indwealth 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 className="mt8"><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

This smallcase has a annual rebalance schedule. Once every year, the research team reviews this smallcase and drops stocks which do not meet the criteria and adds new stocks

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

Business with economic moats

Business with economic moats

Closed smallcase

Overview

Stocks & Weights

About the smallcase

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Understand smallcase costs and returns

Understand smallcase costs and returns

Closed smallcase

Business with economic moats

Business with economic moats

Closed smallcase

Overview

Stocks & Weights

About the smallcase

Live Performance

Login to see the live performance and return

Understand smallcase costs and returns

Understand smallcase costs and returns

Closed smallcase

Login to see the
live performance and return