Name: Cement Theme
Brand: smallcase
SKU: YEJNM_0006
Price: 74596 INR

Nifty 500 Index

Cement

Cement Theme

Piyush Sarawagi

Multi Cap Portfolio investing predominately in the Cement Sector companies

All publicly listed cement companies 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 25% to companies within a single promoter group. 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

Cement Theme

Cement Theme

Overview

Stocks & Weights