OPEN INTEREST- Growth Momentum

All publicly traded companies on the National Stock Exchange of India are included in the universe

The team does in-depth research to decide the criteria to be used for constituent screening

smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

The fund managers follows a Multicap approach with high focus on quality of management and capital structure with strong bias towards debt free companies. For an elaborate stock selection criterion, refer to the selection criterion. SELECTION CRITERIONLarge Cap/ Blue Chip Selection CriteriaØ&nbsp;Ability to generate higher than average investment return at lower than average levels of risksØ&nbsp;Well established business model with efficient and flawless management Ø&nbsp;A track record of ‘Growth in Earnings’ in all economic environments, i.e., demonstrated ability to withstand economic slowdowns; andØ&nbsp;Zero or little debt and a long record of growing dividend payments.Mid Cap Selection CriteriaØ&nbsp;Earnings growth – In accelerating growth phase of their lifecycleØ&nbsp;Financial strength – Typically have greater liquidity and capital-raising ability than small capsØ&nbsp;Information gap – Receives less attention from analysts than large capsØ&nbsp;Research is based purely on fundamentals with high focus on Return on Equity (ROE) and efficiency of capital employed.Small Cap Selection CriteriaØ&nbsp;Companies which are not overly anticipated or widely trackedØ&nbsp;Unique idea and operation in an important market – a strong product patent, near monopoly or the company does not face much competition in a growing or niche marketØ&nbsp;Out of the box idea or productØ&nbsp;The company is not very large (Market cap of less than Rs. 500 Cr)Ø&nbsp;Product or idea is in a field that is likely to grow

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

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

Multi-cap portfolio for medium to long term investing. Stocks are held for 6 months to many years. 

OPEN INTEREST- Growth Momentum

Overview

Stocks & Weights

At a Glance

Holdings Distribution

Closed smallcase