All publicly traded companies on the National Stock Exchange of India are included in the universe.

Step 1: Filter out companies with low levels of corporate governance from our investible universe Step 2: Search for companies or sectors that are expected to have greater growth in the near future Step 3: Validate the investment ideas using primary and secondary research Step 4: Once validated we conduct a cash flow based valuation of the business to assess the potential returns Step 5: If satisfied in steps 3 and 4, the business enters the portfolio.

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 reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy.

Following parameters are considered while assigning weights to stocks in this smallcases <ul><li>Theme exposure</li><li>Growth visibility</li><li>Valuation</li></ul>

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

The final screened stocks are then weighted according to the selected asset allocation algorithm

AlphaQuest by tarrakki

Well researched, high growth companies available at reasonable valuations.

AlphaQuest by tarrakki

Overview

Stocks & Weights

At a Glance

smallcase is played out