Banking & Beyond

All companies from the financial sector listed on the National Stock Exchange of India are considered for inclusion in this basket.

Our research methodology is built on a strategic combination of technical and fundamental analysis, designed to optimize portfolio performance. Key pillars of our approach include:1. Sector Diversification<ul><li>The portfolio consists of 8–12 carefully selected stocks from the financial sector, including PSU banks, private banks, AMCs, NBFCs, and more.</li></ul>2. Stock Selection<ul><li>Focus on mid-cap and large-cap stocks to achieve an optimal balance of risk and returns.</li><li>Flexi-cap stocks are included to enhance scalability and align with leverage strategies.</li><li>Stocks are chosen to align with the smallcase’s theme.</li></ul>This structured approach ensures a well-rounded, robust portfolio that adapts to varying market conditions while maximizing growth and minimizing risk.

The research team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy.

<ul><li>A customized weighting approach is employed, considering factors such as sector outlook and stock volatility.</li><li>Undervalued sectors may be assigned higher weights to capitalize on their growth potential.</li></ul>

This smallcase will be rebalanced on an as-needed basis

Banking & Beyond Tracker

It is designed for investors seeking exposure to India’s robust and evolving financial sector.

Banking & Beyond Tracker

Overview

Stocks & Weights

At a Glance

Holdings Distribution