Name: Omkara Opportunities Smallcase
Brand: smallcase
SKU: OMCNM_0001
Price: 114028 INR

Nifty_SM100

Omkara Opportunities Smallcase

Varinder Bansal

Own India’s Most Promising Mid & Small-Cap Cos With Data-Backed Actionable Research

We are sector or market cap agnostic. But generally, we find the best investment ideas in the Mid &amp; Small-cap space.

<ul><li>Big money is made if you catch the cycle right</li><li>3 P Investment Philosophy: Promoter, Product, Price</li><li>We look for "Growth at reasonable price"</li><li>Investment Process (Screen &gt; Shortlist sectors &gt; compulsory checklist in terms of forensic accounting &gt; meeting management + plant visits &amp; more imp keeping eyes &amp; ears on the ground)</li></ul>

Some screens which we keep on evaluating<ul><li>Co with history of more than 10 years</li><li>RoCE &gt; 15%</li><li>CFO / EBIDTA &gt; 70%</li><li>D/E &lt; 1/1.2x</li><li>Promoter stake &gt; 40%</li><li>Promoter Pledge &lt; 5%</li><li>M-cap &gt; Rs 500 crore</li></ul>

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

This smallcase will be rebalanced on an as-needed basis

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

Omkara Opportunities Smallcase

Omkara Opportunities Smallcase

Closed smallcase

Overview

Stocks & Weights

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