All publicly traded companies on the National Stock Exchange of India, covering 90% market capitalization, are included in the universe

The AxisDirect research team does individual stock picking after going through research of the companies; attending con-calls and investor meets, having management interactions and plant visits, and decides on a host of qualitative and quantitative parameters to be considered while screening stocks.

smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

Companies which have strong fundamentals, sounds businesses, able management quality, and proven track record with economic moat are considered. AxisDirect research team also take into account metrics like return ratios, debt/equity and valuation ratios like P/E, EV/EBITDA, P/BV, in stock screening.

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Market capitalization</li><li>Management quality and vision</li><li>Revenues and earnings visibility</li></ul>

This smallcase has a yearly rebalance schedule. Once every year, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next year.

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

New Year Picks 2020

Overview

Stocks & Weights

At a Glance

smallcase is played out