Smallcap Compounders Fundamental
Green Portfolio
Invest in smallcap stocks which can generate multifold returns.
3Y CAGR
25.10%
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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
Smallcap Compounders, as the name suggests, we like picking stocks at an early stage and holding onto them for long! A portfolio that is well diversified between 8-10 sectors primarily in the manufacturing space.
Direct beneficiaries of the massive infrastructure development that our country is going through.
Innovating from India for the world, these companies are able to innovate in new age sectors like Electric Vehicles, Green Energy.
The companies in this portfolio:
- Companies with hyper growth business prospects, serving out of India to the world.
- Primary themes like china plus one and atmanirbhar bharat playing out.
- Small scale of the companies ensures huge growth potential.
- Market Capitalization of the portfolio companies is between INR 200 - 3000 Crores.
- The portfolio remains slightly concentrated at 10-15 companies.
- Systems for ensuring safety of margin to limit downside risk by only investing in undervalued stocks.
Methodology
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Methodology
universe
All publicly traded companies which have a market capitalization of less than INR 5000 Crores are a 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.
weighting
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
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At the glance
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