Emerging Dominators plus (ED+) by Piper Serica

Our selection criteria focus on companies with a market capitalization below Rs. 40 thousand crore. These are profitable, fast-growing businesses with either a dominant or significant presence in their rapidly expanding industries. They exhibit high standards of corporate governance and are led by transparent, accomplished professional managers. To maintain a balanced portfolio, the average market cap is capped at Rs. 15 thousand crore, ensuring a well-represented mix of both small and mid-cap stocks.

The research team follows 3 steps. In the first step the companies are screened based on fundamentals and expected growth. In the second step, we use porters five forces model to test the competitive strength of the company. Finally in the third step, the companies the qualify step 1 and 2 and are available at good valuation are selected for the portfolio

Our "Emerging Dozen Plus (ED+) by Piper Serica" portfolio consists only of companies that have a market cap of more than Rs. 25 thousand crore, profitable, rapidly growing and have either dominant or significant presence in their fast growth industry. They have demonstrated high level of corporate governance and are managed by transparent and highly successful professional managers. These companies have capital light business models and have created a significant brand and market presence. They have a stable operations and processes and have committed to grow rapidly. They are using technology in an efficient manner to support rapid growth of their business.

Weights are assigned based on risk and return parameters

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 Dominators Plus (ED+) Fundamental

Achieve alpha returns by investing in a portfolio of 15-20 high-potential multi-bagger stocks.

Emerging Dominators Plus (ED+) Fundamental

Overview

Stocks & Weights

At a Glance

Holdings Distribution