Name: Omni DX - Digital Transformation
Brand: smallcase
SKU: OMNNM_0001
Price: 221391 INR

A Global Equity Specialist founded by IITians with a combined experience of more than 40 yrs. OmniScience uses Scientific Investing to create SuperNormal Portfolios to ‘Enhance Safety, Enhance Growth, Enhance Returns’

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Nifty 100 Index

Omni DX - Digital Transformation

Ashwini

Fast growing Multi-Trillion-Dollar, Multi-Decadal theme providing Global diversification

NSE listed Technology companies enabling global enterprises to accomplish their digital transformation (DX) are included in the universe

Omni DX portfolio provides exposure to digital services companies and goes overweight on companies with higher digital revenue shares, higher growth rates of digital segments but still available at a discount to the intrinsic value. The portfolio is consistent with the Scientific Investing philosophy that creates a SuperNormal Portfolio designed to survive and thrive through uncertainties, delivering optimal “Return on Safety”. Scientific Investing is based on a deep immersive research and analysis of 100+ years of investment management history combined with experience of investing over multiple cycles across different markets.

Scientific Investing based investment portfolios have been live through various market cycles across Indian and Global equity markets.

Omni DX portfolio provides exposure to digital services companies and goes overweight on companies with higher digital revenue shares, higher growth rates of digital segments but still available at a discount to the intrinsic value.

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Share of Digital revenue of the company</li><li>Growth rate of the digital business</li><li>Revenue share in each of the digital segment including Cloud, Artificial Intelligence, advanced analytics and Big Data, IoT, Blockchain and cybersecurity, etc.</li></ul>

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

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

Omni DX - Digital Transformation

Omni DX - Digital Transformation

Overview

Stocks & Weights

About the smallcase

Past Performance vs

Equity Large Cap

About the Manager

Omniscience Capital