Name: Growth & Income
Brand: smallcase
SKU: SCMO_0026
Price: 30440 INR

We’re SEBI registered research analyst creating Thematic & Quantamental model portfolios since 2016. Data analysis is the heart and soul behind our portfolio construction & with 50+ offerings, we have something for everyone.

HCL Technologies expands its presence in Sri Lanka, opens new facility

Thrift Shopping

Robust companies with efficent capital utilization, screened using Richard Beddard's Nifty Thrifty

Cash of the Titans

Dividend paying companies with strong balance sheets

Sustainable Earnings

Companies showing healthy & sustainable earnings growth rate

IT Tracker

Companies to efficiently track and invest in the IT sector

Halal Street - Low-Cost Version

Fundamentally sound Sharia compliant companies with good growth prospects

Halal Street

Thrift Shopping - Low-Cost Version

Magic Formula - Low-Cost Version

High-quality companies trading at attractive prices, screened using Greenblatt's Magic Formula

Growth & Income

Efficiently managed dividend paying companies screened using Kevin Matras' criteria

R&D Spenders

Companies investing heavily in R&D to be future-ready beacons of innovation

Growth & Income - Mid-Cap Version

Tech

Quality - Smart Beta

Established companies that have stood the test of time. Timeless classics

IT Sector

Momentum Portfolio

Retaill stocks

Mi_LT_CNX200

20 stock Momentum portfolio from CNX200 universe. Recommended size 5-15L CAGR>15%

Historical index test 1

Historical index test 2

Test Historical smallcase

test

Historical index test 3

FOCUS10

Invest in a contrarian portfolio of 10 well known but currently "unpopular" companies

Balanced

An actively managed portfolio that invests in large and medium size growth oriented companies.

Adv ratio test

QPort - Bluechip - Evergreen

An all season quantitative portfolio with low volatility and high returns - best for long term goals

IIFL Moderate Portfolio

Portfolio for investors with medium risk appetite and medium term investment (3-5yrs) horizon.

ITSmallcase

This smallcase is related to all IT Stocks

Bharosa Club Top 150

Top Down + Bottom Up Fundamental Research

Samruddhi

Portfolio of growth oriented  companies having a sound management and proven historical track record

Customized Normal Rebalance 

abcd

Bharosa Club Top 150 Lite

Excludes stocks over Rs 5000. Transparent Algorithm and Backtest. Read Blog before investing.

Test milars

India Opportunities Strategy

The strategy seeks long-term growth of capital by investing in value stocks. 

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Coronavirus (COVID 19) has triggered a lifetime opportunity to invest in the best Index stocks at a bargain. Accumulate! 

SmartNIFTY Index

Invest in the best 20-25 NIFTY Index stocks to ensure outperformance (Rec amt 10-15 lakhs)


Tamohara NxT Multicap Strategy (NxT)

Tamohara
NxT Multicap Strategy (TNMS) focuses on investing in 15 20 high quality businesses

Elephant

This algo is based on the MarketSmith Guru Screens that is designed to uncoverstock ideas based on the winning investment

Moat Investing

Companies with high growth having economies of scale.

This algo is based on the MarketSmith Guru Screens that is designed to uncover stock ideas based on the winning investment strateg

Invest in high-quality businesses, available at a reasonable value.  

Designed to uncover stock ideas based on the winning investment strategies of stock market legends

HCL intends to occupy 80% of Cinnamon Life, a project by John Keels, with plans of taking up 10 floors now and 10 floors at a later stage

HCL opens new facility in Sri Lanka

HCL entered Sri Lanka in 2020 with the aim to make it a global technology and IT services delivery hub for some of the largest corporations in the world. In continuation with its commitment to build first class capabilities and create local

LT Foods appoints Amit Mehta as the Head of Convenience and Health Food Business

Bargain Buys

Mystic Wealth Value (MWV)

MWV is the Value based Model portfolio sniffing inefficiencies in SpinOffs.

Quality Smallcap - Smart Beta

Quality smallcap stocks with positive momentum trends

Weekend Mi Evergreen

Momentum based asset allocation between Equity & Gold

Smallcap Benjamin Graham Valuation Strategy

This Valuation Strategy gives quality stocks at undervalued price

Equity & Debt

A unique 2-in-1 portfolio of equity & debt suitable for low risk wealth creation

Cyclical Bets Portfolio

This smallcase focusses on cyclical sectors which have staged a turnaround and expected to do well.

Alpha

It consists of 15-20 stocks that have multibagger potential and can grow wealth in 2-3 years

Alpha +

It consists of long-medium term opportunities with multibagger potential and Special situations

Augmenta Focused Portfolio

Focusing on sector agnostic value creation.

A release issued by the company said that Mr Mehta is a persuasive and an influential leader with more than two decades of experience in driving growth for consumer centric businesses. He has an enviable track record of spearheading initiatives to achieve strong business results through process and …

Lyka Labs Acquisition By Ipca Laboratories Could Open Strong Growth Opportunities

Pharma Tracker

Companies to efficiently track and invest in the pharma sector

Safe Haven

Low beta stocks that are rated ‘BUY’, to help protect against market volatility

smallcase Select - Mid Cap

Mid-cap stocks present in the most number of smallcases

Intelsense Equity Portfolio

Intelsense equity portfolio consists of about 15-20 stocks that have seen selected for long term wealth creation. 

Turtle Value

Turtle value is low volatility portfolio of value stocks selected based on our proprietary metrics.

Turtle Growth

Turtle growth is low volatility portfolio of growth stocks selected based on our proprietary metrics

Blue Whale

Blue Whale is a Multi-Cap Growth portfolio focused on leading Mid and Small Cap Growth stocks.

Tamohara Long Term Equity Strategy

Generating alpha by identifying pool of small and mid size companies.

Pharma & HealthCare Basket

A basket of Pharma Generics, APIs, Biologics, Hospital services and Diagnostic lab Companies.


Turtle Value is low volatility portfolio of value stocks selected based on our proprietary metrics.

Turtle Growth is low volatility portfolio of growth stocks selected based on our proprietary metrics

Kairos Compounders

An actively managed equity portfolio designed for patient investors with a time horizon of 10+ years

Old Pine Multibagger Portfolio

Long only portfolio with a combination of core satellite allocation and a momentum strategy

MWG Smart Alpha

Identifying Wealth Creators to generate Alpha. Multi-factor Quantitative strategy.

MWG Smart Alpha (Fixed Fee)

Identifying Wealth Creators to generate Alpha. Multi-factor Quantitative strategy. (Fixed Fee)

Small & Midcap

A High Quality Small & Midcap Stocks based Portfolio with Low Downside risk

Invest Plus- Rising Giants Portfolio

Rising Giants is a thematic based portfolio designed to take opportunity in small and midcaps

Mi_MT_Allcap

Prasenjit Paul

Fundamentally strong companies - Multicap

LargeMidcap Pim Van Vliet Momentum Strategy

This Momentum strategy is based on our interpretation of the published strategy of Pim Van Vliet

LargeMidcap Wesley Gray Momentum strategy

In his testing, Grey found that momentum works best over the intermediate-term vs. the short or long

Credent Multi-cap Growth Portfolio

A Multi-Cap Risk-adjusted portfolio especially designed for Retail Investors!

Shariah - Mid Cap

20 Mid Cap shariah-compliant stocks from 14 segments approved by contemporary Shariah scholars.

MWG Compounder

Long-Term Strategy to Identifying Wealth Compounders. Multi-factor Quantitative strategy.

Craete smallcase

scid live graph

Factsheet job testing

MWG ESG

Large Cap, ESG compliant. Long-term sustainability  generates higher alpha with lower risk.

MWG ESG (Fixed Fee)

Large Cap Consistent Performers

Large Cap Stocks with
Sales growth >15
Roe > 15
ROCE 10years > 15


LargeMidcap Wesley Gray Momentum Strategy - HY

This strategy is based on the published strategy of Wesley Gray

Midcap Pim Van Vliet Momentum Strategy - HY

This strategy is based on the published strategy of Pim Vam Vliet.

Speciality Chemicals

Companies producing sophisticated chemicals for specific purposes. The dark horse

Sapien Palm

WEALTH CREATION with Value & Growth principles over the medium-term using Quantamental Investing®.

FMLY Sapien Palm

FRNDS Sapien Palm

INT Sapien Palm

NIFTY Midcap 100 Altius - Midcap

Midcap 100 Stocks picked by Quantace to MAXIMIZE Return per Risk. Rec Size : < 15lakhs

Kedia's Leader Next

Experiment

Scientific Alpha Growth

Scientific Alpha Core

MidCap Technical Value

Opportunities in Mid Cap Stocks that are in uptrend but have cooled off in over last few weeks.

QUANT AND QUALITY

Fundamentally sound companies with a record of high profitability entered using quant based methods.

Runrate Centurion

Companies with consitently increasing dividends at reasonable valuations

Near-term growth potential seems to be moderate for Ipca Laboratories but the long-term growth levers are intact and the acquisition of Lyka Labs will likely open strong opportunities

LT Foods appoints Amit Mehta as Head of Convenience & Health Food Business

Amit is a persuasive & an influential leader with more than two decades of experience in driving growth for consumer centric businesses.

HCL Tech expands its presence in Sri Lanka, opens a new facility at ‘The Offices’ in Cinnamon Life

HCL entered Sri Lanka in 2020 with the aim to make it a global technology and IT services delivery hub for some of the largest corporations in the world.

Nifty_SM100

Abhishek Jadon

All publicly traded companies on the National Stock Exchange of India, covering 90% market capitalization, are included in the universe

The Windmill Capital team studies research papers and documented investment philosophies and strategies. Ideas and strategies are then adapted for the Indian markets, with which a criteria for stock screening is finalized

<ul><li>Proprietary liquidity filters are applied to remove ill-liquid stocks from the universe</li><li>A special check is applied to remove stocks, where a significant part of the promoter holdings are pledged, to define the investable universe</li><li>The model criteria identified in the previous step is applied on the investable universe to select qualifying stocks</li></ul>

This list of selected stocks is equal weighted

All model based smallcases are checked for historical outperformance to ensure that only consistently outperforming models are selected

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.

The final screened stocks are then weighted according to the selected asset allocation algorithm

Growth & Income

Overview

Stocks & Weights

News