Name: Capitalmind Focused
Brand: smallcase
SKU: CMDMO_0002
Price: 124624 INR

Nifty_SM100

Capitalmind Focused

Anoop Vijaykumar

Long term portfolio with focus on market leaders and growth.

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

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 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 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 to add or drop stock/ETFs, if applicable

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

Capitalmind Focused

Capitalmind Focused

Closed smallcase

Overview

Stocks & Weights

Closed smallcase