Name: Housing Theme
Brand: smallcase
SKU: YEJNM_0001
Price: 30958 INR

Nifty_SM100

Housing

Housing Theme

Piyush Sarawagi

Housing Portfolio is a Multi Cap Portfolio investing in Housing Growth Opportunities for Long Term.

All publicly listed companies catering to the Real Estate development &amp; allied services with a Market Cap. of more than 1000 cr form a part of the universe.

The team conducts in-depth research to determine the criteria for constituent screening. This thorough process includes a 500-point checklist and detailed financial modeling to identify companies with the potential to become future multibaggers.

The research team does individual stock picking after going through various stock screeners, company reports and financials &amp; decides on a host of qualitative and quantitative parameters to be considered while screening stocks for this strategy.

Various parameters are considered when assigning weights to stocks in the portfolio. As part of the risk management process, no more than 10% is allocated to a single security &amp; no more than 25% to companies within a single promoter group. Additionally, allocation decisions are based on factors such as revenue and profit growth, as well as the potential upside of the stock.

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

Housing Theme

Housing Theme

Overview

Stocks & Weights