Name: Magic Formula
Brand: smallcase
SKU: SCMO_0006
Price: 11032 INR

Nifty Midcap 150

Magic Formula

Naveen K R

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

Thrift Shopping

Magic Formula - Low-Cost Version

Thrift Shopping - Low-Cost Version

Cash of the Titans

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 drops stocks which do not meet the model criteria and adds new stocks

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

Magic Formula

Overview

Stocks & Weights

News

Why should you invest in this smallcase?

Past Performance vs

Equity Midcap