About the smallcase
We go through a stringent process of stock identification which includes the following steps:
Step 1- The company must have very high growth in top line and bottom line
Step 2 - Growth is supported by very high momentum.
Step 3 - What is the moat or competitive advantage a company must deliver growth consistently. For e.g. – whether it has a significant market share (Monopoly/duopoly)
WHICH ARE THE KEY SECTORS / THEMES OF FOCUS?
We select sectors periodically on the basis of sectors growth, momentum and inflow of investments.
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