Name: Small & Midcap - Yadnya
Brand: smallcase
SKU: INPBMO_0006
Price: 168754 INR

We are a Financial Research & Education company with vision of providing Transparent, Unbiased and Simple financial knowledge to retail investors. We have created these portfolios with complete focus on retail investors. Our portfolios are Fundamental Based which helps in long term wealth creation.search

Nifty 100 Index

Small & Midcap - Yadnya

Pratik Bhat

A High Quality Small & Midcap Stocks based Portfolio with Low Downside risk

All companies in the index S&amp;P BSE MidSmall Cap is the universe for selection of Stocks.

For portfolio construction, this Portfolio uses FIVE G framework F – Financials I – Industry V – Valuation E – Enterprise G – Governance. We consider many fundamental, technical, industry parameters for coming up with individual scores of all the companies in the screened universe of stocks. Some of these parameters are mentioned here: Financials: PAT &amp; Sales Growth, ROCE, Gross Sales,Reserves &amp; Surplus, D/E, Free Cash Flow per share, PAT MarginIndustry: Industry Growth Rate, competition, Entry Barrier AnalysisValuation: PE, PEG, PriceBV, Industry PE, 52 Weeks High &amp; Low, All time High, Historical Price Returns, Beta, Std DevEnterprise: Revenue Breakup, Market Share analysis, Business ModelGovernance: Institutional Holdings, Promotor Holding, MF House Exposures, Employee Reviews, Credit Rating, Management Compensation Risk Mitigation StrategyWe actively consider risk parameters like Beta and Standard Deviation in our analysis. Incorporating these parameters help in constructing portfolios with limited downside risk. Thus, if the benchmark stocks take a steep fall, the constructed model portfolio falls at a lesser pace and quantum. One of the criteria for selecting stocks is that after constructing the portfolio, Beta and Standard Deviation of the constructed portfolio is less than Beta and Standard Deviation of the benchmark. Investment Horizon - 10+ Years

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

The research team does individual stock picking after going through company complete fundamentals and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the high growth &amp; low downside risk strategy.Factors considered for Shortlisting -Liquidity, Zero Pledged Shares, Institutional Holding, Financials, Quality Governance

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><li> </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

Small & Midcap - Yadnya

Small & Midcap - Yadnya

Overview

Stocks & Weights

About the smallcase

Live Performance

Login to see the
live performance and return

Understand smallcase costs and returns

Understand smallcase costs and returns

About the Manager

Investyadnya

Small & Midcap - Yadnya

Small & Midcap - Yadnya

Overview

Stocks & Weights

About the smallcase

Live Performance

Login to see the live performance and return

Understand smallcase costs and returns

Understand smallcase costs and returns

About the Manager

Investyadnya

Login to see the
live performance and return