Name: Socially Responsible Investing Theme
Brand: smallcase
SKU: RUPEMO_0001
Price: 71211 INR

Rupeeting is a SEBI-registered investment advisor. We manage smallcases and also offer personalised advisory, helping investors build and manage stock and mutual fund portfolios.

At Rupeeting, we are a bunch of fundamental analysts and managers, who are focussed on the long term. Our approach helps us keep our visions stuck to meaningful wealth creation over the years.

Rupeeting is associated with Paterson Securities Group, which is one of the oldest stock brokers in India. Started in 1892, Paterson has a rich legacy of more than 100 years, and a presence across stock broking, wealth management and portfolio management services.

Nifty 500 Index

Socially Responsible Investing

Socially Responsible Investing Theme

Sagar Lele

Low climate impact, high social impact and strong governance standards.

Publicly listed companies, traded on the NSE, across large, mid and small caps

The team, on a constant basis, researches the global and domestic economies, conducts sector analysis, and tracks over a 100 companies Research on companies is done on a fundamental basis using our proprietary SEVT framework - which focuses on (i) Stories that are long-term, (ii) Earnings support, (iii) Valuations being reasonable, and (iv) Triggers for price action

Financial parameters include - Revenue CAGR &gt; 15%, NPM of high-single digits, interest coverage &gt; 2x, positive OCF, PAT =~ FCF, ROE &gt; 20% Qualitative factors - triggers for growth acceleration, consumer behaviour shifts, regulatory support, sector tailwinds Filter out companies with high debt, equity dilution, asset-heavy models, low governance, low promoter ownership

Weightage of stocks depends on expected returns, standard deviation, conviction, weight of the underlying sector and portfolio weight across market caps

This smallcase will be rebalanced on an as-needed basis

Socially Responsible Investing Theme

Socially Responsible Investing Theme

Overview

Stocks & ETFs