Name: Niveshaay IPO Basket Fundamental
Brand: Niveshaay
SKU: NIVFMM_0001
Price: 75027 INR
Availability: InStock

Nifty_SM100

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

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

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

Niveshaay IPO Basket Fundamental

Overview

Stocks & Weights