Momentum : Growth Stocks Model
Bullish India
Invest in India’s Growth and Futuristic Businesses with Quality Edge of Bullish India Team
3Y CAGR
31.15%
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Daily Change
Today's change in this smallcase is
7Y CAGR
CAGR (Compounded Annual Growth Rate) indicates the average yearly return generated by a smallcase from the date of launch. Only live data is considered to calculate the CAGR. Thus, this smallcase has given returns on an average every year since Apr 4, 2016
High Volatility
Stock prices move up and down on a daily basis, resulting in fluctuating investment value. High volatility indicates high fluctuation is expected in the investment made in this smallcase
About the smallcase
This smallcase portfolio focuses on stocks with growth potential and good performance relative to benchmark indices. It is designed for those looking to invest systematically in companies with the potential for earnings growth.
Key Features:
- Stock Selection Parameters:
- Includes stocks that have shown consistent performance above benchmark indices.
- Focuses on companies with promising growth prospects.
- Importance of Timing:
- The portfolio emphasizes the significance of "when to enter and exit" rather than solely "what to buy."
- Diverse Client Base:
- Trusted by several HNI (High Net-worth Individual) and retail clients, reflecting consistent service quality over the years.
Some Points:
- Invests in companies with strong earnings trends, aiming for steady portfolio growth over time.
- Long-Term Growth:
- Designed to align with market trends for potential capital appreciation over the long term.
- Adaptability to Market Trends:
- Takes into account factors like changing consumer behavior, technological advancements, and regulatory shifts.
Note:
This portfolio focuses on disciplined investment strategies but does not guarantee any returns. It is intended for investors seeking steady opportunities aligned with market trends.
Methodology
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Methodology
universe
The spotlight will be on large, mid, and small-cap companies. Our focus will be directed on the company's management, sound fundamentals, stock’s past performance, and the company's future prospects. In order to make a reasonable profit, you should have at least more than one year outlook.
research
- Time frame Determination
- Fundamental Analysis
- News and Events Monitoring
- Momentum Indicators Calculation
stockScreening
- Companies with atleast 1-2-3-5-10 years of lifespan
- D/E should be less than 1/1.5x
- Promoter stake should be more than 40%
- Promoter Pledge should be less than 5
- Market cap should be more than Rs 500 crore
weighting
The stocks must not be given any weights. The weighting of each stock in the portfolio must be equal or may not equal. This smallcase can hold more than 10 stocks.
rebalance
This smallcase will be rebalanced on an as-needed basis
About the Manager
At the glance
Plans & benefits
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