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Nifty_SM100

Leverage the potential of smaller companies.

Leverage the potential of smaller companies 

Smallcap Compounders

Smallcap Compounders Fundamental

Divam

Invest in smallcap stocks which can generate multifold returns.


All publicly traded companies which have a market capitalization of less than INR 5000 Crores are a part of the universe.

The team does in-depth research on the stocks in the defined universe, conducting thorough research on the industry as well as each particular stock. Team will also perform scuttlebutt style of research as and when required.

The research team applies certain valuation filters to extrude a list of constituents which have significant valuation comfort. Then the research process helps us deduce the reasoning for the market value and also find out any merits on the constituent level.

Weighting:The following parameters are considered when deciding the weights for constituents:<ul><li>Valuation Comfort</li><li>Management Comfort/Corporate Governance</li><li>Clear right to win for the business</li><li>Balanced Diversification versus the rest of the portfolio.</li><li>Theme Exposure</li><li>Management Vision</li><li>Earnings Visibility</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

Smallcap Compounders Fundamental

Smallcap Compounders Fundamental

Overview

Stocks & Weights