Name: Capitalmind Focused
Brand: smallcase
SKU: CMDMO_0002
Price: 280650 INR

GST collection at nearly Rs 1.56 lakh crore in January, second highest ever

GST collection crosses Rs 1.5 lakh crore-mark for the third time in FY23

Budget 2023 to see rise in poll-oriented spending; rural, infra capex boost likely: UBS

Budget 2023: The budget is likely to boost rural/agri spending by $10 billion, 15 per cent higher than FY23, and maintain 20 per cent growth in public capex over the current fiscal, as per UBS India economist Tanvee Gupta Jain.

Budget 2023: Experts want govt to widen tax base, do away with cess, surcharges

Union Budget expectations: Experts also identify poor compliance as a weak link in achieving targeted tax collections. This, in turn, leads to issues such as overtaxing, complicated tax structures, rising litigation, and more. Here’s what the government can do to reverse this situation.

Budget 2023: Govt may announce PLI scheme for more highly employable sectors; check details here

Union Budget expectations 2023: A proposal to extend benefits of the PLI scheme sectors like toys and leather is in advanced stages and is likely to figure in the Budget.

Budget 2023: Logistics sector needs focus, roadmap for sustainable growth required, say experts

Union budget expectations: The logistics industry has quite the checklist for the upcoming Budget 2023-24 to be presented by Finance Minister Nirmala Sitharaman on February 1. Read to find out more.

Tech Layoffs: Fintech company PayPal to fire 2,000 employees

PayPal to lay off 2,000 or 7 percent of its employees owing to economic slowdown. The layoffs come after some big tech companies like Google, Amazon, Meta and Microsoft have taken a similar approach

Indian budget likely to push spending to support growth, while lowering deficit

Finance Minister Nirmala Sitharaman is widely expected to continue that policy, and announce 10% to 12 percent increase in budget allocations for health, education and rural projects

Union Budget 2023: Economists demand increase in social security pension and maternity benefits

Union Budget expectations: This letter is a follow-up to their letters dated December 20, 2017, and December 21, 2018, which was addressed to the former Finance Minister late Arun Jaitley.

Budget 2023: Centre likely to propose amendments to competition law

Union Budget 2023 expectations: The Finance Minister is likely to propose the amendments to competition law in the upcoming budget session, as per senior officials.

Three factors investors should watch out for in Sitharaman’s fifth Budget speech

Investors are anxious ahead of the FM’s Budget speech after indices have turned negative on a year-to-date basis affected by high volatility in global markets amid the ongoing earnings season.

Making ChatGPT do all your homework? OpenAI brings new tool to detect AI-generated text

The creators claim that it is impossible to reliably detect all AI-written text, but the AI Classifiers can provide helpful information against false claims that AI-generated text was written by a human.

Nifty Largemidcap 250 Index

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 & ETFs

Closed smallcase