Name: SIP Portfolio - Yadnya
Brand: smallcase
SKU: INPBMO_0007
Price: 20675 INR

We are a Financial Research & Education company with vision of providing Transparent, Unbiased and Simple financial knowledge to retail investors. We have created these portfolios with complete focus on retail investors. Our portfolios are Fundamental Based which helps in long term wealth creation.search

Nifty 500 Index

SIP Portfolio - Yadnya

Pratik Bhat

NSE500 companies which are on Consumption driven sectors such as FMCG, Banking, Auto, Textile, Insurance, Healthcare, Retail etc.

Consumption ThemeThis portfolio follow Warren Buffett’s principle where he says that an individual should invest only in the companies whose business they understand. And therefore, “Consumption” is the core theme for constructing this portfolio along with some peripheral sectors like Paints, Healthcare, Retails etc i.e. investing in companies that are into consumer centric businesses that grow with consumption and businesses that are into financing this retail consumption. There are a few peripherals stocks too that do not fit completely into the consumption theme, but their inclusion is driven by very strong fundamentals of the company and the company’s effort in making their brand and product visible to retail investors. The idea is to utilize quantitative and qualitative factors observed based on our extensive research for suggesting a SIP portfolio that make sense for individual investors. Fundamental AnalysisEach company chosen is selected based on Fundamental Analysis done on FIVE-G framework. FIVE-G Framework consists of evaluating the company on 5 factors - Financials, Industry, Valuation, Enterprise and Governance. Investment HorizonMin. 5 Years

The smallcase is checked for historical outperformance to ensure that only consistently outperforming strategies are selected

The research team does individual stock picking after going through company complete fundamentals and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy. Factors considered for Shortlisting -Liquidity, Zero Pledged Shares, Consumption theme, Financials, Stock Prices to fit in SIP of maximum INR 40000

Following parameters are considered while assigning weights to stocks in this smallcase<ul><li>Fundamental Indexing i.e. PE, PEG, Returns</li><li>Management quality and vision</li><li>Strategic Sector Allocation</li></ul> <ul><li>Stock portfolio - Minimum exposure of 5% and maximum 15% to avoid concentration risk</li><li> </li></ul>

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

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

SIP Portfolio - Yadnya

SIP Portfolio - Yadnya

Overview

Stocks & Weights