Nifty 500 Index

Hidden Gems

The top 600 stocks listed on NSE by market capitalization are considered. The entire stock universe in divided into different sectors and take 20% of the most undervalued stocks per sector to arrive at the relevant stock universe.&nbsp;

Pick relevant stocksThe value model assigns a confidence score to rank all the stocks after considering an extensive data set covering fundamental, technical, analyst estimates and global macroeconomic data. Our mode is trained on last 10 years of market data.

Shortlist our recommendationsBased on the output of our model, stocks with the highest confidence score are recommended, which are likely to outperform the index over the next four weeks. Apply appropriate filters for the final basket The recommendations undergo strict filtering. Including liquidity thresholds and upcoming corporate actions (excluding dividends). The maximum smallcap weightage allowed in this basket is 30%. We also ensure that exposure to a single sector should not exceed 50% and there are at least three different sectors in the basket. Post this, the top 10 stocks are recommended to create an equal-weighted basket.&nbsp;

The 10 stocks in the basket are recommended to create an equal-weighted basket.

This smallcase has a monthly rebalance schedule. Once every month, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next month

Hidden Gems Fundamental

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

Curated portfolio of fundamentally strong, lesser-known stocks aiming for long-term outperformance.

Hidden Gems Fundamental

Overview

Stocks & Weights

Investment Rationale

Performance

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About the Manager

Understand smallcase costs and returns