Why should you invest in this smallcase?
Our portfolio is a concentrated Portfolio of up to 25 stocks/ETFs. We would be investing across the market capitalization spectrum, following a bottom up stock picking approach.
Our stock selection Universe is NIFTY 500. For Quality we will screen stocks with or potential to provide high ROCEs/ROAs and stocks which show consistency in cashflow generation (Operating/Free Cashflow).
For valuation (Entry points) we follow technical parameters like (but not restricted to) Pattern breakouts, Relative Strength Index, Money Flow Index, Daryl Guppy MMA and Fibonacci Retracements.
We also would take asset allocation bets by incorporating promising ETFs in International, Cash, Debt and Gold Segments. This serves both for reducing risk and for increasing returns.
Past Performance vs
Jan 2, 2017
Past performance doesn't guarantee future returns & is inclusive of all rebalances. Download chart