Nifty 100 Index

The EquiWealth Largecap Smallcase focuses on high-quality, fundamentally strong large-cap stocks by selecting companies with a market capitalization exceeding ₹70,000 crore. This ensures exposure to well-established industry leaders with:<ul><li>Strong Financials – Consistent revenue and profit growth, high ROE/ROCE.</li><li>Market Leadership – Dominant position in their respective sectors.</li><li>Resilience – Ability to withstand economic cycles and market volatility.</li><li>Stable Cash Flows – Sustainable earnings and dividend potential.</li></ul>This universe ensures low-risk, long-term wealth creation by investing in India’s most robust and reliable businesses.

The EquiWealth Largecap Smallcase follows a structured, data-driven fundamental approach to identify and invest in high-quality large-cap stocks. The methodology consists of the following key steps:1. Universe Selection<ul><li>Includes only equity stocks with a market capitalization above ₹70,000 crore.</li><li>Excludes PSU banks, highly leveraged companies, and businesses with corporate governance concerns.</li></ul>2. Fundamental Screening<ul><li>Revenue &amp; Profit Growth: Minimum 10% CAGR over the last 5 years.</li><li>ROE &amp; ROCE: Preference for stocks with ROE &gt; 15% and ROCE &gt; 15% ensuring capital efficiency.</li><li>Debt-to-Equity Ratio: Prioritizing companies with D/E &lt; 1 for financial stability.</li><li>Earnings Visibility: Companies with strong order books, sector tailwinds, or sustained market dominance.</li></ul>3. Valuation Metrics<ul><li>PEG Ratio &lt; 2 (Preferred).</li><li>P/E Relative to Sector: Stocks should be fairly valued compared to industry peers.</li><li>Free Cash Flow Yield: Preference for companies generating healthy cash flows.</li></ul>

1. Market Capitalization Filter<ul><li>Includes only stocks with a market capitalization above ₹70,000 crore.</li><li>Excludes PSU banks, highly leveraged firms, and companies with corporate governance concerns.</li></ul>2. Growth &amp; Profitability Metrics<ul><li>Revenue Growth: Minimum 10% CAGR over the last 5 years.</li><li>Earnings Growth: Consistent YoY EPS growth with no major declines.</li><li>Return on Equity (ROE) &amp; Return on Capital Employed (ROCE): Above 15%, ensuring capital efficiency.</li></ul>3. Valuation Criteria<ul><li>P/E vs. Sector Average: Stocks should be reasonably valued within their industry.</li><li>PEG Ratio &lt; 2: Preferred.</li><li>EV/EBITDA &lt; 20: Avoiding overpriced companies.</li></ul>4. Financial Stability &amp; Cash Flow Strength<ul><li>Debt-to-Equity (D/E) &lt; 1: Prioritizing financially stable companies.</li><li>Free Cash Flow (FCF) Yield &gt; 2%: Ensuring companies generate positive cash flow.</li></ul>5. Competitive Moat &amp; Business Resilience<ul><li>Market Leadership: Industry leaders with a strong competitive advantage.</li><li>Sustainable Margins: Stable or improving operating profit margins.</li><li>Sectoral Tailwinds: Companies benefiting from long-term macroeconomic trends.</li></ul>6. Risk Management &amp; Liquidity Considerations<ul><li>Low Volatility: Preference for stocks with lower historical drawdowns.</li><li>Liquidity Check: Only stocks with a high average daily trading volume are considered.</li></ul>

Depends upon the sentiments of the market. High weightage to companies showing more relative strength in the market

This smallcase will be rebalanced on an as-needed basis

EquiWealth - Largecap Fundamental

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20-30 stocks: large-cap (Mcap>70Kcr) stocks, strategically picked for sustained growth 

EquiWealth - Largecap Fundamental

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