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

Cyclical & Fundamental Opportunities Basket Theme

Covers only cyclical stocks. Thesis: Cheap entry valuations + current downturn + upcylcle visibility

Cyclical & Fundamental Opportunities Basket Theme

Overview

Stocks & Weights

At a Glance

Holdings Distribution