Name: Midcap and Smallcap - Thematic Portfolio
Brand: smallcase
SKU: CAPINM_0001
Price: 150000 INR

Caprize Investment Managers is a SEBI Registered research focused house. We aim to identify companies that are at their earnings inflection point due to multiple local, global, or government/industry backed tailwinds. Once invested, we like to participate in the company’s higher market cap journey via different strategies viz. Inflection Point, Small and Mid Future Leaders or Earnings Momentum Portfolios.

Nifty_SM100

Midcap and Smallcap - Thematic Portfolio

Caprize lnvestment Managers Private Limited

Chasing India's $10trn Mcap and GDP journey! 

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 constituent picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks and ETFs for the respective strategy

Following parameters are considered while assigning weights to constituents 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 constituents are then weighted according to the selected asset allocation algorithm

Midcap and Smallcap - Thematic Portfolio

Midcap and Smallcap - Thematic Portfolio

Overview

Stocks & ETFs