Emerging bluechip

Bet on MidCap companies with high growth rate

Type Start Date Last Rebalance Date Index Value
Investment Strategy 03-Mar-2014 27-Feb-2017 158.95


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A Rising Star which unlock value in coming time. We Tap value in today's Midcap companies who have potential to perform better in coming years. We are looking at companies that have business Scalability, Sustainable growth and earnings visibility. This is what differentiates a Midcap from whole universe. It has the potential to become tomorrow´┐Żs Giant Blue-chip.

For17700.00

Past Performance

Portfolio Composition

Methodology

Stock Screening

Minimum Requirement - Liquidity Filters and Promoters Holding

Model Criteria

A Proprietary Model developed for Stock Selection

  • Quantitative Research (Valuations, Financials, EPS, Balance Sheet, Cash Flows)
  • Qualitative Research (Earnings Quality and Sustainability)
  • Momentum Indicators (Filtering out stocks based on Technical Indicators)
Weightage

All Selected stocks are given Equal Weight for better exposure

Historical Backtesting

All model based Safal Nivesh are checked for historical outperformance to ensure that only consistently outperforming models are selected

Rebalance

At the time of rebalance, research team reviews the Safal Nivesh to drop stocks which no longer meet the model criteria and add new qualifying stocks