Marcellus MeritorQ- Fixed Fee plan

Large, mid and small cap companies which are part of BSE 500 or Nifty 500.

The team does in depth research to decide the criteria for constituent screening.

The companies from the universe are screened basis following in a step-wise manner: Marcellus forensic accounting screen, remove companies with high debt to equity, remove companies with inconsistent profitability. Additionally, companies with low or decelerating growth are removed. From this screened list, around 30-45 companies, which are both profitable as well as undervalued, are selected at each semi-annual rebalance.

Constituents in the final portfolio are weighted basis their relative undervaluation measured using free cash flow yield. So companies which are more undervalued get higher allocation in the final portfolio.

This smallcase will be rebalanced on an as-needed basis

Marcellus MeritorQ- Fixed Fee plan Quant

A Rules-Based Strategy which seeks to identify Quality companies that are relatively Undervalued.

Marcellus MeritorQ- Fixed Fee plan Quant

Overview

Stocks & Weights

At a Glance

Holdings Distribution