Prime Quality - Select Picks All Cap Model
GoalFi
A quality-focused factor strategy selecting high-profitability, low-leverage stocks from Nifty750.
1Y CAGR
18.84%
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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 portfolio strictly follows a Quality-focused investment approach, ensuring only stocks with strong financials and low risk exposure make it into the selection pool.
✔ Quality Factor Focus: Stocks selected based on High ROE, High ROCE, Low Debt-to-Equity, and Earnings Stability.
✔ Financially Strong Companies: Exposure to companies with high profitability and minimal financial risk.
✔ Lower Drawdowns, Stable Growth: Designed to reduce portfolio volatility while ensuring steady capital appreciation.
✔ Quarterly Rebalancing for Long-Term Stability: The model now follows a quarterly review cycle to maintain low churn and factor discipline.
Investment Horizon & Risk Considerations:
✅ Best suited for long-term investors (3+ years) looking for quality-driven compounding.
⚠ Market Risk: Even quality stocks can experience short-term price declines in market downturns.
⚠ Defensive Bias: The model prioritizes stability over short-term aggressive growth, making it less suited for high-risk investors.
⚠ Sector Bias: Quality-focused investing may lead to overweighting in defensive sectors such as FMCG, Pharma, and IT.
✔ The portfolio follows a quarterly rebalance cycle to maintain exposure to high-quality stocks.
✔ No shift to LiquidBeES – The portfolio remains fully invested at all times.
🚫 Status: Blocked for new subscriptions, maintained for existing investors.
Methodology
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Methodology
universe
The stock universe consists of Nifty 750 stocks, ensuring diversified exposure across large, mid, and small caps.
research
The Quality factor is the primary selection criterion, ensuring exposure to financially strong, stable companies with high return on capital.
Key metrics include:
- High Return on Equity (ROE) & Return on Capital Employed (ROCE) – Ensures efficient capital allocation.
- Low Debt-to-Equity Ratio – Prioritizes companies with minimal financial leverage.
- Stable & Consistent Earnings Growth – Selects companies with low earnings volatility over the years.
- High Free Cash Flow (FCF) Generation – Ensures strong cash flow sustainability.
stockScreening
✔ Stocks must meet a composite quality score based on profitability, leverage, and earnings consistency.
✔ Companies with high debt exposure or volatile earnings growth are excluded.
✔ Preference is given to stable, blue-chip companies with a long track record of profitability.
weighting
✔ Factor-weighted allocation ensures that higher quality-scoring stocks receive higher allocations.
✔ No single stock exceeds 20% allocation, ensuring risk diversification.
rebalance
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
About the Manager
At the glance
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