Name: Concentration & Conviction HNI Basket Fundamental
Brand: smallcase
SKU: KAKYFMM_0001
Price: 1000000 INR

KamayaKya is your trusted investment guru, ready to guide you towards the best smallcap and midcap stocks with solid research and data-driven insights.

We're a SEBI Registered Research Analyst firm dedicated to helping you build your wealth through expert stock recommendations. Our focus is on identifying hidden gems – emerging companies with enormous potential that have been overlooked by the market. By leveraging our extensive research capabilities, including management interactions and channel checks, we're able to cut through the noise and provide you with actionable insights that minimize risk and maximize returns. 

Nifty_SM100

Concentration & Conviction HNI Basket Fundamental

Aniket Kulkarni

Engineered for HNIs seeking an edge - Upto 10 stocks. Min. ₹10L investment. 

All publicly traded companies in NSE with a primary focus on smallcaps.

The team engages in comprehensive research to establish the criteria for constituent screening. This involves a blend of fundamental analysis, market trends, and sectoral dynamics to identify high-potential stocks. In addition to analyzing financial statements, historical performance, and key valuation metrics, the team conducts on-ground research and scuttlebutt - gathering firsthand insights from industry experts, suppliers, distributors, and competitors. This boots-on-the-ground approach helps validate financial data with real-world business activity, uncover hidden opportunities, and assess management quality. By integrating both quantitative metrics and qualitative intelligence, the research process ensures a well-rounded and data-backed screening framework.

The research team conducts a rigorous selection process for individual constituents by thoroughly analyzing company reports, financial statements, and industry trends. They evaluate a range of qualitative and quantitative factors, including financial health, growth potential, competitive positioning, and macroeconomic influences. These insights help determine which stocks align with the strategic objectives of the portfolio, ensuring a robust and data-driven screening methodology.

Weightages have been decided as per earnings growth triggers going live or approaching in coming one or two quarters. Wherever we see lower risk and margin of safety, we have given a higher allocation.

This smallcase will be rebalanced on an as-needed basis

Concentration & Conviction HNI Basket Fundamental

Concentration & Conviction HNI Basket Fundamental

Overview

Stocks & Weights