Axis Kalpavriksha

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

The AxisDirect research team does individual stock picking after going through research of the companies; attending con-calls and investor meets, having management interactions and plant visits, and decides on a host of qualitative and quantitative parameters to be considered while screening stocks.

Companies which have strong fundamentals, sounds businesses, able management quality, and proven track record with economic moat are considered. AxisDirect research team also take into account metrics like return ratios, debt/equity and valuation ratios like P/E, EV/EBITDA, P/BV, in stock screening.

Following parameters are considered while assigning weights to stocks in this smallcases: Market capitalization, Management quality and vision, Revenues and earnings visibility

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

Axis Kalpavriksha Theme

This portfolio invests in large & mid cap companies, having leadership position in their businesses.

Axis Kalpavriksha Theme

Overview

Stocks & Weights

At a Glance

Holdings Distribution