Name: Intrinsic Value CORE Portfolio
Brand: smallcase
SKU: INTRMO_0002
Price: 41232 INR

Our Data driven cyclical approach has helped us achieve great CAGR for ourselves. Join our smallcase and be a part of intrinsic value family.

Nifty_SM100

Intrinsic Value CORE Portfolio

Nikhil Gangil

Undervalued Quality Companies|| Holding Period- 2+ years || capital> 4 lacs

All publicly traded companies on the National Stock Exchange except penny stocks are included in the universe.

Out-of-favor sectors that are in down cycle are our favorite areas to find value.We rank the stocks as per our in-house ranking system and buy them at their Min intrinsic Value.

We have multiple primary screenings which are based on company and sectoral turn-arounds. Annual reports and Financial are compared and ideas are taken into well-defined checklists.

Following parameters are considered while assigning weights to stocks in this smallcases.<ul><li>Initially equal weightage is given.</li><li>As the sector or company turns bullish, weightage is increased.</li><li>Weightage is again decreased when investment seems overvalued.</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

Intrinsic Value CORE Portfolio

Intrinsic Value CORE Portfolio

Overview

Stocks & Weights