Large : Mid : Small Cap Wonders

The spotlight will be on large, mid, and small-cap companies. Our attention will be drawn to the company's management, solid fundamentals, past performance of the stock, and future possibilities. It is recommended to have an investment horizon of more than one year to align with the portfolio strategy.

The team does in-depth research to decide the criteria to be used for constituent screening. The main four criteria are: <ul><li>Time frame Determination</li><li>Fundamental Analysis</li><li>News and Events Monitoring</li><li>Momentum Indicators Calculation</li></ul>

<ul><li>Companies with atleast 10 years of lifespan</li><li>D/E should be less than 1/1.5x</li><li>Promoter stake should be more than 40%</li><li>Promoter Pledge should be less than 5</li><li>Market cap should be more than Rs 500 crore</li></ul>

Following parameters are considered while assigning weights to constituents in this 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

Large : Mid : Small Cap Wonders Model

Explore India's Large, Mid, and Small Cap Wonders with Bullish India Team

Large : Mid : Small Cap Wonders Model

Overview

Stocks & Weights

At a Glance

Holdings Distribution