Midas touch

Stocks that are picked by the Private Equity Investors

Type Start Date Last Rebalance Date Index Value
Investment Strategy 03-Mar-2014 31-May-2017 129.90

Read Rationle

Ever heard about a new start-up getting a big ticket Investment? Or a Private Equity Fund buying early stakes into a Business. Dalal Street calls them Private Equity Firms or Private Investments. That's the Idea. We are looking for companies that are consistently PE (Private Equity) Firms' favorites, who are currently well placed with a good business model. Mostly such companies, tend to turn out tomorrows Blue-chip companies.


Past Performance

Portfolio Composition


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)

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


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