Nifty 100 Index

Omni LargeCap Royals

Primarily the largest 100 companies which are traded on the National Stock Exchange of India are included in the universe.

The portfolio is based on the Scientific Investing framework which sifts through the defined portfolio universe and weeds out capital destroying equities based on analysis of the balance sheet, cashflows, growth and valuation. It curates a portfolio of capital multiplying companies with SuperNormal Profitability (economic alpha) arising from persistent competitive advantages and growth opportunities (growth alpha). A superior valuation toolkit further capitalizes on Mr. Market’s behavioral errors and selects companies available at SuperNormal Prices (value alpha) below their intrinsic values.

The Scientific Investing Framework helps building a portfolio of SuperNormal Companies @ SuperNormal Prices exhibiting the following attributes:<ul><li>Fundamental Balance sheet Strength</li><li>Persistent Competitive Advantage</li><li>Large Growth Opportunity</li><li>High Earnings Yield</li><li>High Compounding rates</li><li>High Cash to MarketCap</li></ul>&nbsp;The Scientific Investing approach helps in reducing exposure to 3 types of fundamentally risk companies, viz., Capital Destroyers, i.e. companies with weak business operations and weak balance sheets, Capital Eroders, i.e. companies with no competitive advantages resulting in inefficient use of shareholder capital and Capital Imploders, i.e. companies which are significantly overvalued making them vulnerable to either company/sector/market/economy specific shocks. The framework helps to identify Capital Multipliers, which are companies with strong, cash-rich balance sheets powering business operations with persistent competitive advantages and resources to capitalize on the potential high-growth opportunities that the company is exposed to. These companies are available at a significant discount to their intrinsic value.

The portfolio is created with roughly equal weightages for each stock to have a balanced portfolio and to avoid concentration risk.

This smallcase will be rebalanced on an as-needed basis

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

Omni LargeCap Royals Fundamental

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

Dominant leaders capitalizing on 'India Transformed 2030' growth.

Omni LargeCap Royals Fundamental

Overview

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