Name: Prime Quality - Select Picks All Cap Model
Brand: smallcase
SKU: GOALMO_0039
Price: 25519 INR

GoalFi, a part of GoalZen Capital Services Pvt Ltd, stands as a SEBI-registered research analyst firm dedicated to democratizing investment research. By harnessing the power of quantitative strategies and multi-factor analysis, we provide data-driven insights designed to empower investors. Our tailored offerings cater to a spectrum of financial aspirations, giving investors a distinct advantage in the ever-evolving market. With GoalFi, you gain access to meticulous research, ensuring informed decisions for a robust financial journey. Join us as we redefine the investment paradigm for the better.

Nifty 100 Index

Prime Quality - GoalFi Picks

Prime Quality - Select Picks All Cap Model

GoalZen Capital

 A quality-focused factor strategy selecting high-profitability, low-leverage stocks from Nifty750.

The stock universe consists of Nifty 750 stocks, ensuring diversified exposure across large, mid, and small caps.

The Quality factor is the primary selection criterion, ensuring exposure to financially strong, stable companies with high return on capital.Key metrics include:<ul><li>High Return on Equity (ROE) &amp; Return on Capital Employed (ROCE) – Ensures efficient capital allocation.</li><li>Low Debt-to-Equity Ratio – Prioritizes companies with minimal financial leverage.</li><li>Stable &amp; Consistent Earnings Growth – Selects companies with low earnings volatility over the years.</li><li>High Free Cash Flow (FCF) Generation – Ensures strong cash flow sustainability.</li></ul>

✔ Stocks must meet a composite quality score based on profitability, leverage, and earnings consistency.✔ Companies with high debt exposure or volatile earnings growth are excluded.✔ Preference is given to stable, blue-chip companies with a long track record of profitability.

✔ Factor-weighted allocation ensures that higher quality-scoring stocks receive higher allocations.✔ No single stock exceeds 20% allocation, ensuring risk diversification.

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

Prime Quality - Select Picks All Cap Model

Prime Quality - Select Picks All Cap Model

Overview

Stocks & Weights