Name: BM Focused Small Cap
Brand: smallcase
SKU: BAMIMO_0002
Price: 77411 INR

Basant Maheshwari Wealth Advisers LLP  offers portfolio management and Research Analyst services. The firm focuses on investing in companies which have predictable and consistent earnings and can typically generate above average earnings growth over longer periods of time. 


Nifty_SM100

BM Focused Small Cap

Basant Maheshwari Investing

This will be a small-cap concentrated portfolio of 15 stocks divided across sectors.

All publicly traded companies on the National Stock Exchange of India are included in the universe

The team does in-depth research to decide the criteria to be used for constituent screening

The research team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

This smallcase will be rebalanced on an as-needed basis

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

BM Focused Small Cap

BM Focused Small Cap

Overview

Stocks & Weights