Nifty_SM100

Trends Trilogy

All publicly traded companies on National Stock Exchange are included in the Universe.

The team conducts independent research on its model portfolio companies, follows a scuttlebutt approach, and has established criteria for stock screening.

Our investment strategy centers on identifying companies with strong leadership and a clear competitive advantage. We focus on industries that are less susceptible to disruption, ensuring stability and long-term growth potential, by leveraging firsthand insights from our network of entrepreneurs, we uncover new, untapped opportunities. Our approach also includes a peripheral play strategy, where we assess the entire value chain to pinpoint growth opportunities and competitive advantages.

To allocate weight in a portfolio integrating growth and value investing, we use a multi-factor approach balancing risk and return. Higher weight is given to companies with strong revenue and earnings growth and sustainable long-term visibility, maximizing compounding benefits. Companies with high valuations but strong growth receive lower allocation to manage downside risk. Stocks showing early turnaround signs but uncertain future growth also get lower weight due to uncertainty. This strategy ensures an optimal blend of high-growth opportunities, stable performers, and undervalued stocks, creating a well-balanced portfolio with strong upside potential and risk management.

This smallcase will be rebalanced on an as-needed basis

Trends Trilogy Fundamental

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

It aptly combines the three inter-related trends of investing:
Business, Financial & Price trends

Trends Trilogy Fundamental

Overview

Stocks & Weights