Name: Emerging Business Fundamental
Brand: smallcase
SKU: COIAFMM_0001
Price: 500000 INR

An boutique investment house specializing in the Indian equity market, with a special focus on the small & micro cap segments. We help investors optimize their direct equity investments through a proven investment process that eliminates most avoidable risks. We use a combination of fundamental & technical analysis to identify promising investment themes for the next 3-5 years.


Suitable for affluent Indians thinking beyond equity mutual funds for their core equity allocation.

Nifty_SM100

Emerging Business Fundamental

Kedar B

Small cap heavy, businesses that can grow > 1.5x GDP over 2-3 years & trading at reasonable price

NSE listed stocks with a market capitalization below 40,000 Cr as per the latest AMFI classification (Dec 31, 2024)

Research will follow a well-defined process Evaluate Industry segments -Market SizeIndustry structureProfit poolsCompetitive Position Choose where to be - Current market situationRelative strengthMedium term triggersSector rotation inputs

Evaluate potential ideas on the following parameters Medium Term triggers for higher growthEarnings sustainabilityTechnical stage analysisPeer benchmarkingCorporate Governance checkManagement quality80+ point checklistIdentify key risks

Final weight will be decided based on Current market perception of the sectorNon Linear earnings growth over 2-3 yearsCurrent valuationRelative ranking of ideas within coverage universe

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

Emerging Business Fundamental

Emerging Business Fundamental

Overview

Stocks & ETFs