Name: Multibagger framework
Brand: smallcase
SKU: TEQMO_0002
Price: 517 INR

Nifty 500 Index

Multibagger framework

Abhinit

Portfolio based on Pareto's Principle: 20% of stock holdings give 80% of profits

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. Special emphasis is given on the quality of management, which matters the most for longer term.

The research team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Sector</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 stocks are then weighted according to the selected asset allocation algorithm

Multibagger framework

Multibagger framework

Closed smallcase

Overview

ETFs & Weights

Closed smallcase