Name: Bharat Next Emerging Giants
Brand: smallcase
SKU: AAGRMO_0001
Price: 59156 INR

Ayush Agrawal (Individual) registered with SEBI as Individual Research Analyst vide Registration number INH000013013 on September 14, 2023, pursuant to which he provides research services to his clients

Nifty 500 Index

Bharat Next Emerging Giants 

Ayush Agrawal

A Flat Fee SIP Strategy to ride Top 20-25 stocks from a universe of 750 companies

Our universe comprises of the Top 100, the Top Midcap 150, the Top Smallcap 250 and the Top Microcap 250 companies. A total of 750 Companies.Depending on the market cycle, we choose stocks from the above indices into our portfolio using our framework. We believe the best opportunities come from places where few people are looking. That’s where we have our edge.

From the universe of 750 stocks, we select the best possible 20-25 companies using our "VMEL" framework. The "VMEL" framework is a pre-defined set of rules and screening processes to select best possible businesses which are exhibiting fundamental and technical growth triggers.

The "VMEL" framework is our primary screening process.<ul><li>Value: Determining if a stock is undervalued or fairly valued relative to its intrinsic worth.</li><li>Momentum: Identifying stocks with strong price momentum and relative strength that are likely to continue trending in the same direction.</li><li>Earnings: Evaluating a company's earnings growth, stability, and potential for future growth.</li><li>Liquidity: Evaluating the liquidity of shares to ensure ease of buying and selling.</li></ul>

It's an equal weighted portfolio. Our equal-weighted portfolio strategy is designed to optimise returns while maintaining a balanced risk profile.

This smallcase will be rebalanced on an as-needed basis

The final screened constituents are then weighted according to the selected asset allocation algorithm

Bharat Next Emerging Giants

Bharat Next Emerging Giants

Overview

Stocks & Weights