Name: High Earning Growth Fundamental
Brand: smallcase
SKU: YEJMO_0003
Price: 79974 INR

Nifty_SM100

High Growth

High Earning Growth Fundamental

Piyush Sarawagi

A multi-cap portfolio and is designed on the back of our own 5G strategy.

All publicly listed companies with a Market Cap. of more than 1000 cr form a part of the universe.

The team conducts in-depth research to determine the criteria for constituent screening. This thorough process includes a 500-point checklist and detailed financial modeling to identify companies with the potential to become future multibaggers.

The research team does individual stock picking after going through various stock screeners, company reports and financials &amp; decides on a host of qualitative and quantitative parameters to be considered while screening stocks for this strategy.

Various parameters are considered when assigning weights to stocks in the portfolio.As part of the risk management process, no more than 10% is allocated to a single security, no more than 25% to companies within a single promoter group, and no more than 25% to a single sector.Additionally, allocation decisions are based on factors such as revenue and profit growth, as well as the potential upside of the stock.

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.

High Earning Growth Fundamental

High Earning Growth Fundamental

Overview

Stocks & Weights