Name: Dividend Investing Fundamental
Brand: smallcase
SKU: WETRFMM_0001
Price: 26049 INR

WealthTrust Capital Services (Partnership Firm for Investment Research & Recommendation Services) is a SEBI Registered Research Analyst Firm.

The partners have a decade of experience across investments. Their experience across business cycles aids in their research methodology and helps in outperformance across relevant benchmarks. 

The main strategy is to select undervalued stocks, where we see potential of turnaround and thus outperformance to the larger market. 



Nifty 100 Index

Dividend Investing Fundamental

Sneha Jain

This smallcase targets high-dividend companies with strong intrinsic value.

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

The team does in-depth research to decide the criteria to be used for constituent screening

The research team does individual stock picking after going through company reports and inancials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy&nbsp;

Following parameters are considered while assigning weights to stocks in this smallcases1) Market capitalization2) Management quality and vision3) Theme exposure, revenues and earnings visibility

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next quarter

Dividend Investing Fundamental

Dividend Investing Fundamental

Overview

Stocks & Weights