Name: Niveshaay IPO Basket Fundamental
Brand: smallcase
SKU: NIVFMM_0001
Price: 70105 INR

Niveshaay is a SEBI Registered Research Analyst Firm with a Dedicated Research Team specializing in unearthing high quality undervalued stocks.  We focus on few high conviction stocks that exhibit chances to outperform and have out sized impact on the portfolio.

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Niveshaay IPO Basket Fundamental

Niveshaay

Identifying and selecting newly listed companies which has the potential to become future leaders.

IPOs listed post 1st January 2024.

The team conducts independent research on its model portfolio companies, follows a scuttlebutt approach, and has established criteria for stock screening.

We target new listed companies with scalable business models, strong industry positioning, visionary leadership, and high growth potential with managed risks.

To allocate weight in a portfolio integrating growth and value investing, we use a multi-factor approach balancing risk and return. Higher weight is given to companies with strong revenue and earnings growth and sustainable long-term visibility, maximizing compounding benefits. Companies with high valuations but strong growth receive lower allocation to manage downside risk. Stocks showing early turnaround signs but uncertain future growth also get lower weight due to uncertainty. This strategy ensures an optimal blend of high-growth opportunities, stable performers, and undervalued stocks, creating a well-balanced portfolio with strong upside potential and risk management.

This smallcase will be rebalanced on an as-needed basis

Niveshaay IPO Basket Fundamental

Niveshaay IPO Basket Fundamental

Overview

Stocks & ETFs