Name: GoalFi Value Picks Flexi Cap Model
Brand: GoalFi
SKU: GOALMO_0037
Price: 173120 INR
Availability: InStock

Nifty_SM100

Value Investing - GoalFi Smart Picks

The universe is the Nifty 500, covering large and mid-cap companies with the trading liquidity a rules-based book requires. Every constituent must clear a minimum traded-value floor before it is eligible, and stocks under exchange surveillance are excluded. Restricting to the Nifty 500 keeps position sizes executable and avoids the liquidity risk that a concentrated book carries in smaller names.

A single factor drives selection: Value. It is measured through a composite of price-to-earnings, price-to-book, free-cash-flow yield and dividend yield, each scored against sector peers so a cheap bank is compared with banks and not with software. Scoring is relative to the universe and refreshed at every review, so the portfolio follows current leadership rather than a fixed list.

The portfolio holds 12 stocks, taken from the top of the ranking and subject to three gates: positive operating cash flow in the most recent financial year, interest cover above two times, and no exchange surveillance flag. A high score alone does not qualify a company; a strong signal attached to a deteriorating balance sheet is a trap rather than an opportunity.

Factor-weighted, so the strongest scores carry the largest positions, with a 20% cap per stock. The cap is set against the holding count: in a 12-stock book a larger position would be single-name risk rather than a conviction expression. Reviewed and rebalanced quarterly. The underlying measures move with reported financials, so a quarterly cycle matches the pace at which the data changes and keeps turnover low.

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

GoalFi Value Picks Flexi Cap Model

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

A value strategy holding 12 stocks from the Nifty 500, rebalanced quarterly.

GoalFi Value Picks Flexi Cap Model

Overview

Stocks & ETFs