Midcap star

Invest in Midcap Stocks with propelling growth and momentum

Type Start Date Last Rebalance Date Index Value
Investment Strategy 03-Mar-2014 27-Feb-2018 643.16


Read Rationle

This Universe Focuses on high-quality companies with strong balance sheets, high returns on capital, high free cash flow generation and sustainable competitive advantages. This makes you own a mix of growth and value stocks. While selecting the stocks we do take care in picking up MidCap stocks, smaller companies in size, which will outperform the broader market when value unlocks.

For10000.00

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