Monopolies

Publicly listed companies, traded on the NSE, across large, mid and small caps

The team, on a constant basis, researches the global and domestic economies, conducts sector analysis, and tracks over a 100 companies Research on companies is done on a fundamental basis using our proprietary SEVT framework - which focuses on (i) Stories that are long-term, (ii) Earnings support, (iii) Valuations being reasonable, and (iv) Triggers for price action

Financial parameters include - Revenue CAGR &gt; 15%, NPM of high-single digits, interest coverage &gt; 2x, positive OCF, PAT =~ FCF, ROE &gt; 20% Qualitative factors - triggers for growth acceleration, consumer behaviour shifts, regulatory support, sector tailwinds Filter out companies with high debt, equity dilution, asset-heavy models, low governance, low promoter ownership

Weightage of stocks depends on expected returns, standard deviation, conviction, weight of the underlying sector and portfolio weight across market caps

This smallcase will be rebalanced on an as-needed basis

Monopolies Theme

Companies that dominate their respective industries and sectors.

Monopolies Theme

Overview

Stocks & Weights

At a Glance

Holdings Distribution