Name: KUBER STAYVAN Model
Brand: Stayvan
SKU: SYVMO_0007
Price: 21724 INR
Availability: InStock

Nifty_SM100

MAHURAT 2022 STAYVAN

KUBER STAYVAN considers equity shares listed on the NSE across sectors that may participate in India’s Viksit Bharat 2047 growth journey. The universe is not restricted to any broker-approved list, enabling broader identification of eligible companies. The universe is screened using predefined parameters relating to market capitalisation, price, liquidity, trading activity, financial viability, price behaviour and sectoral relevance. Non-equity instruments, ETFs, mutual funds, SME securities, suspended securities and other unsuitable instruments are excluded. Eligible companies are then classified across STAYVAN’s internal Bharat growth pillars to support diversification. The final investible universe may change from time to time based on the applicable screening parameters and market conditions.

KUBER STAYVAN uses a structured, research-led framework to evaluate eligible companies within its defined universe. The process considers sector and industry relevance to the Viksit Bharat 2047 theme, along with publicly available market and company-level information. The research framework reviews liquidity, trading activity, price behaviour, market participation, financial parameters and diversification considerations. Companies may be assessed across STAYVAN’s internal Bharat growth pillars to maintain a balanced thematic portfolio. Research inputs and internal parameters may be reviewed and updated periodically in response to market conditions, available data and portfolio requirements. The framework is intended to support disciplined portfolio construction and does not assure returns or eliminate market risk.

Eligible companies are screened through STAYVAN’s predefined internal framework before inclusion in KUBER STAYVAN. The screening process considers thematic relevance, liquidity, trading activity, market capitalisation, price behaviour, financial viability and diversification. The framework may assess factors such as sector and industry classification, turnover, market participation, volatility, revenue and earnings trends, profitability, capital efficiency, balance-sheet parameters and price context. Different parameters may be applied to financial and non-financial companies where appropriate. Only companies meeting the applicable internal criteria may be considered for the portfolio. Final selection also considers diversification across STAYVAN’s Bharat growth pillars and prevailing portfolio requirements. Screening parameters may be reviewed or revised from time to time based on market conditions, available data and the portfolio framework.

KUBER STAYVAN follows a structured allocation framework across selected constituents. Initial allocations are determined in accordance with predefined internal portfolio principles, with diversification maintained across Bharat growth pillars, sectors and industries. The portfolio may use a phased capital-deployment approach, where allocations can be added, reduced, exited or replaced based on the applicable internal framework and prevailing market conditions. Allocation to individual securities and liquid instruments may vary over time. Weightings are reviewed during portfolio monitoring and rebalancing. No fixed allocation, return, profit or capital-compounding outcome is assured.

This smallcase will be rebalanced on an as-needed basis

KUBER STAYVAN Model

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Viksit Bharat 2047: structured buying and exits for capital compounding in Bharat growth stocks.

KUBER STAYVAN Model

Overview

Stocks & ETFs

Investment Rationale

Performance

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About the Manager

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