Name: Omkara Manufacturing Smallcase
Brand: smallcase
SKU: OMCNM_0002
Price: 102786 INR

Omkara Capital is a SEBI Registered Investment Advisers and Research Analyst providing stock research services to Retail and HNI clients. We aim to be, for serious investors, the equity research backend with data-backed actionable ideas as the key differentiator. Let financial education make us grow together. Retail is the next revolution. Omkara is going to help co-create that.

Long Term Additional Surveillance Measure (LTASM) - Stage I

Nifty 100 Index

Omkara Manufacturing Smallcase

Varinder Bansal

Own India’s best mid & small-cap manufacturing businesses.

The focus will be on mid and small-cap stocks. We will be opportunistic in our approach as we are buying ahead of the cycle, &amp; hence the ROCE may not look high on TTM basis. Our focus will be on execution capabilities of the management in the last cycle + strong balance sheet + huge operating leverage which will come in as the capacity utilization picks up. Our focus will remain on the leaders in the sub-segment of the manufacturing verticals. You should have at-least 1 year view if you want to earn wealth.

<ul><li>Big money is made if you catch the cycle right</li><li>3 P Investment Philosophy: Promoter, Product, Price</li><li>We look for "Growth at reasonable price"</li><li>Investment Process (Screen &gt; Shortlist sectors &gt; compulsory checklist in terms of forensic accounting &gt; meeting management + plant visits &amp; more imp keeping eyes &amp; ears on the ground)</li></ul>

Some screens which we keep on evaluating<ul><li>Co with history of more than 10 years</li><li>D/E &lt; 1/1.2x</li><li>Promoter stake &gt; 40%</li><li>Promoter Pledge &lt; 5%</li><li>M-cap &gt; Rs 500 crore</li></ul>

No weight shall be assigned to the stocks. All of the stock in the portfolio shall be equally weighted. There will be maximum 15 stocks in the smallcase.

This smallcase will be rebalanced on an as-needed basis

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

Omkara Manufacturing Smallcase

Omkara Manufacturing Smallcase

Overview

Stocks & Weights