Name: Omkara Manufacturing Smallcase Theme
Brand: smallcase
SKU: OMCNM_0002
Price: 121010 INR

Nifty_SM100

Omkara Manufacturing Smallcase

Omkara Manufacturing Smallcase Theme

Varinder Bansal

Own India’s  mid & small-cap manufacturing businesses.

We are agnostic to sectors or market capitalization.

&nbsp;OUR INVESTMENT APPROACH - Scale with market leadership in the upcycle<ul><li>We like to identify sectors that have a structural long growth runway, but are in cyclical downturn, which is now turning the corner</li><li>In such sectors, we focus on companies that are either market share leaders or market share consolidators or has monopolistic advantages&nbsp;</li><li>Companies with under-utilized capacities or with capex cycle behind are preferred as they the potential to deliver disproportionate returns over a 2-3years period&nbsp;</li><li>And finally, companies should be reasonably valued with the above traits, thereby, ensuring enough margin of safety for the capital</li></ul>

We seek sectors with structural growth potential that are emerging from cyclical downturns. Our focus is on companies that lead or consolidate market share, or possess monopolistic advantages.e focus on companies that are either market share leaders or market share consolidators or has monopolistic advantages.

No Weight shall be assigned to the stock. All of the stock in portfolio shall be equally weighted

This smallcase will be rebalanced on an as-needed basis

Omkara Manufacturing Smallcase Theme

Omkara Manufacturing Smallcase Theme

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Overview

Stocks & Weights

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