Railways & Defence

All publicly listed companies who supply their products or services to the Indian Railways and Defence with a Market Cap. of more than 1000 cr 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 who are expected to be the major beneficiaries of the Govt. spent in the Railways and Defence segment.

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 10% is allocated to a single security, no more than 25% to companies within a single promoter group, and no more than 25% to a single segment. 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

Railways & Defence Tracker

A Portfolio of high growth stocks benefitted by increase in Govt. spend towards Railways & Defence

Railways & Defence Tracker

Overview

Stocks & Weights

At a Glance

Holdings Distribution