Name: EV & Green Energy Portfolio
Brand: smallcase
SKU: INPBMO_0009
Price: 130217 INR

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Nifty Midcap 150

EV & Green Energy Portfolio

Pratik Bhat

A Multicap Electric Vehicles & Green Energy focused portfolio

The portfolio is based on Future Theme of Electric Vehicles, Automation &amp; Green Energy. We have considered the entire life cycle of Electric Vehicles which includes companies with products and services in these areas - Commodities, Battery Chemicals, OEMs (2,3,4 wheelers &amp; CV), Automation, Ancillary, Charging Infra and Software.&nbsp;Here are the different stages in the Electric Vehicle Value chain.This portfolio is meant for seasoned investors with a high-riskappetite with a time horizon of at least 5 years. The stock weights arecalculated using their respective scores in the FIVE G analysis.The expected average rate of return from a portfolio is 15-18%over time. In its best year, it might gain 25-30% and in its worst year, itcould decline by the same scale.Seasoned Equity Investors who are looking for extra growth &amp;alpha can use this portfolio. Since this is a theme-based portfolio, it has ahigher risk.&nbsp;

smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

We have tried to do an in-depth analysis of the stocks in these two themes by providing scores to stocks based on many quantitative and qualitative parameters like PE ratio, PB, Debt to Equity ratio, PEG Ratio, EV/EBITDA, Beta, ROCE, Sales Growth, Profit Growth, Market Share Analysis, Moat and Moat Dynamics scores, Employee Reviews, Management Compensation as a % of Sales, Earnings Quality and many more.An important factor that has been considered is the obligationof the company towards the theme, so the capital investments committed by thesecompanies as a percentage of their revenue into these themes have played acritical role in the stock selection process.

<ul><li>Sector wise stock lever scores and weight in portfolio as per the FIVE G score</li></ul>

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.

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

EV & Green Energy Portfolio

EV & Green Energy Portfolio

Overview

Stocks & Weights