Name: PaisaSmart Wealth Builder Smart Beta
Brand: smallcase
SKU: EXEMO_0009
Price: 91419 INR

PaisaSmart (Division of Elixir Equities Pvt. Ltd.) is a rapidly growing financial services firm with operations in Equity Research, Stock Broking, Portfolio Management & Mutual Fund distribution. We have over 30+ years of experience in the wealth management space, guided by our founders who are widely recognized industry leaders.

Our Promoter-Director Dipan Mehta is a well renowned stock market analyst and frequent guest on most business news channels. He has good understanding of equities with over 30 years experience in fundamental research and portfolio management.

Our mission is to build wealth for a 100million Indians.

Nifty 100 Index

PaisaSmart Wealth Builder

PaisaSmart Wealth Builder Smart Beta

Dipan Mehta

The PaisaSmart Wealth Builder Strategy combines stability and growth in a dynamic portfolio.

The Wealth Builder Strategy begins with the full universe of listed stocks, offering flexibility to identify the best opportunities across market capitalizations and sectors. From this expansive pool, which includes over 5,000 listed companies, we apply a rigorous selection process to narrow our focus to 20–30 high-quality stocks that align with our strategy. Stock Categories in Our Universe Large-Cap Stocks: Companies ranked in the top 100 by market capitalisation, typically valued at over ₹20,000 crore. Mid-Cap Stocks: Companies ranked from 101–250 by market capitalisation, valued between ₹5,000–₹20,000 crore. Small-Cap Stocks: Companies ranked beyond 250 by market capitalisation, generally valued below ₹5,000 crore.&nbsp;

The Wealth Builder Strategy employs a top-down approach to identify and select high-quality stocks, balancing macroeconomic trends with company-specific fundamentals. Our research framework focuses on two critical steps: Sector and Theme Identification - We begin by analysing macroeconomic trends, sectoral growth drivers, and emerging investment themes. This ensures: Balanced Exposure: Diversification across high-growth and stable sectors. Economic Alignment: Capitalizing on trends. Stock Screening and Selection - From identified sectors, we apply rigorous criteria to select 20–30 high-quality stocks: Profitability: Consistent earnings, strong margins, and cash flow generation. Growth Potential: Revenue and earnings compounding with scalable business models. Governance: Ethical management and transparent corporate practices. To maintain optimal performance, we continuously monitor the portfolio and rebalance monthly. Key drivers for rebalancing include: Performance Review: Replace stocks that meet return thresholds or underperform expectations. Macro Trends: Respond to shifts in factors like interest rates, inflation, or geopolitical risks by adjusting exposure to sectors or stocks Opportunity Integration: Introduce high-potential stocks from emerging themes or sectors. This disciplined process ensures a portfolio aligned with both current market opportunities and long-term investment goa

From the universe of investable stocks, we identify companies based on: Quality of Business: Operational strength and competitive advantage. Financial Health: Profitability, balance sheet strength, and other relevant financials. Corporate Governance: Transparent management and ethical practices. Market Position: Leadership or potential leadership in high-growth sectors.

Stocks selected have near equal weights as selection criteria is stringent and only potential winners are included in the basket.&nbsp;

This smallcase has a monthly rebalance schedule. Once every month, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next month

PaisaSmart Wealth Builder Smart Beta

PaisaSmart Wealth Builder Smart Beta

Overview

Stocks & Weights