High Quality Right Price (AUM Plan) Fundamental
Green Portfolio
Invest in stocks that will benefit from Aatma Nirbhar Bharat and China Plus One investment theme!
3Y CAGR
15.86%
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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
Invests in 15-20 companies which can Multiply Your Wealth in the next 2-4 years.
Theme:
-AatmaNirbhar Bharat- Policy Formulated by Prime Minister of India to make India a "bigger and more important part of global economy" pursuing policies that are efficient, competitive, resilient and being self-sustaining and self-generating.
-China Plus One- Is the business strategy to avoid investing only in China and diversify business into other countries. Many companies are looking to diversify their manufacturing into countries like India as a part of their de-risking strategy.
-Production Linked Incentive Scheme- The scheme shall extend an incentive of 4% to 6% on incremental sales (over base year) of goods manufactured in India and covered under target segments, to eligible companies, for a period of five (5) years subsequent to the base year as defined
-Make in India-Initiative to encourage companies to manufacture in India and encourage dedicated investments into manufacturing.
-Government initiatives like Anti Dumping Duty, Import Licensing
High Quality Right Price Companies
-Strong Balance Sheet and Low Debt on books.
-Good Management integrity, capability and performance track record.
-Available at Reasonable Valuations as compared to their earnings potential.
-Multi-cap Strategy
-Announcements, Results, News of the companies are regularly researched to ensure stock potential.
Methodology
Know how this smallcase was created
Methodology
universe
All publicly traded companies which reap benefits from government schemes like Aatmanirbhar Bharat, Import Substitution, PLI are part of the universe.
research
The team does in-depth research on the stocks in the defined universe, conducting thorough research on the industry as well as each particular stock. Team will also perform scuttlebutt style of research as and when required.
stockScreening
The research team applies certain valuation filters to extrude a list of constituents which have significant valuation comfort. Then the research process helps us deduce the reasoning for the market value and also find out any merits on the constituent level.
Consistent and active research on credit cycles, economic conditions, and inflationary pressures are conducted to ensure weightage changes and asset class allocations are made in a timely manner.
weighting
The following parameters are considered when deciding the weights for constituents:
- Valuation Comfort
- Management Comfort/Corporate Governance
- Clear right to win for the business
- Balanced Diversification versus the rest of the portfolio.
- Theme Exposure
- Management Vision
- Earnings Visibility
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
Plans & benefits
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