Nifty_SM100

Institutional Value Discoveries

All publicly traded companies 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<ul><li>The portfolio comprises 8–10 carefully selected stocks spanning multiple sectors such as IT, Banking, Energy, Consumer Goods, and Pharma.</li><li>Sector allocation is capped at 25–30% to maintain a well-diversified and balanced risk profile.</li></ul>2. Stock Selection<ul><li>Focus on mid-cap and large-cap stocks to achieve an optimal balance of risk and returns.</li><li>Flexi-cap stocks are included to enhance scalability and align with leverage strategies.</li><li>Stocks are chosen to align with the smallcase’s theme, whether it focuses on undervalued opportunities, growth potential, or defensive positioning.</li></ul>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.

<ul><li>A customized weighting approach is employed, considering factors such as sector outlook and stock volatility.</li><li>Undervalued sectors may be assigned higher weights to capitalize on their growth potential.</li></ul>

This smallcase will be rebalanced on an as-needed basis

Institutional Value Discoveries Theme

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Compare with 101st-500th market cap stocks

This smallcase based on FII holding greater than 10 % in good quality stocks which are undervalued.

Institutional Value Discoveries Theme

Overview

Stocks & Weights

Investment Rationale

Performance

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About the Manager

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