Name: Mid and Small Cap Focused Portfolio
Brand: smallcase
SKU: NIVMO_0001
Price: 141135 INR

Niveshaay is a SEBI Registered Research Analyst Firm with a Dedicated Research Team specializing in unearthing high quality undervalued stocks.  We focus on few high conviction stocks that exhibit chances to outperform and have out sized impact on the portfolio.

Nifty_SM100

Basket of 15-20 small and mid cap focused stocks

Explore hidden gems and conquer the market!

Explore hidden gems and conquer the market.

Leverage the potential of smaller companies 

Mid and Small Cap Focused Portfolio

Niveshaay

This portfolio contains mid and small cap size companies available at reasonable valuations with strong market hold.

All publicly traded companies on the National Stock Exchange of India, covering 90% market capitalization, are included in the universe

The niveshaay 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 theme

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

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

Mid and Small Cap Focused Portfolio

Mid and Small Cap Focused Portfolio

Overview

Stocks & ETFs