Name: HDFC Pack
Brand: smallcase
SKU: HDMO_0005
Price: 20068 INR

A subsidiary of HDFC Bank, HDFC securities is one of the leading stockbrokers in India. With over 20+ years of experience in the Indian equity market, the company serves more than 4 million retail and institutional investors through a suite of products and services. It has 210+ branches in 147 cities in the country.

Nifty 100 Index

HDFC Pack

Aayush Telisara

All publicly traded companies on the National Stock Exchange of India, covering 90% market capitalization, are included in the universe.This is done by including quality mid cap stocks, value stocks and increasing exposure into quality stocks of sectors with strong momentum in the portfolio.

<ul><li>Macro call on sector where to be overweight and underweight is taken on basis of our teams understanding of economic fundamentals and emerging signals in the markets.</li><li>Stock filtration process is undertaken wherein the best stock is selected within the basket of identified stocks through fundamental analysis. Under fundamental analysis qualitative and quantitative analysis is undertaken.</li><li>Stock identification in specific sector is based on following parameters like Company Interaction (IPO Meet, Analyst Meets, and Conference Calls) and Sell side Analyst Interaction.</li><li>The idea is to look at a company with lower leverage and strong operating cash flows.</li></ul>

Following parameters are considered while assigning weights to stocks in these smallcases<ul><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

This smallcase will be rebalanced on an as-needed basis

The team does in-depth research to decide the criteria to be used for constituent screening

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

HDFC Pack

HDFC Pack

Overview

Stocks & Weights