Nifty 500 Index

All publicly traded companies and/or ETF on the National Stock Exchange of India are included in the universe.

Our research methodology is built on a strategic combination of technical and fundamental analysis, designed to optimize portfolio performance. Key pillars of our approach include: 1. Sector Diversification The portfolio comprises 5–8 carefully selected stocks spanning multiple sectors such as IT, Banking, Energy, Consumer Goods, and Pharma. Sector allocation is capped at 25–30% to maintain a well diversified and balanced risk profile. 2. Stock Selection Focus on mid-cap and large-cap stocks to achieve an optimal balance of risk and returns. Flexi-cap stocks and ETFs are included to enhance scalability and align with leverage strategies. Stocks are chosen to align with the smallcase’s theme, whether it focuses on undervalued opportunities, growth potential, or defensive positioning. This structured approach ensures a well-rounded, robust portfolio that adapts to varying market conditions while maximizing growth and minimizing risk

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

&nbsp;A customized weighting approach is employed, considering factors such as sector outlook and stock volatility. Undervalued sectors may be assigned higher weights to capitalize on their growth potential

This smallcase will be rebalanced on an as-needed basis

Festive Forge Theme

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

A Samvat-themed smallcase is a curated portfolio of stocks & ETFs designed around the Vikram Samvat.

Festive Forge Theme

Overview

Stocks & ETFs