Multiplier

Stocks filtered out using CANSLIM Screener

Type Start Date Last Rebalance Date Index Value
Investment Strategy 03-Mar-2014 27-Feb-2018 185.43


Read Rationle

The Idea behind this strategy comes from Financial Literature but it is evident that it works just fine. This universe is good because it provides solid guidelines, keeping subjectivity to a minimum. Our Screener incorporates concepts from all major investment strategies. You can think of it as a combination of value, growth, fundamental and a pinch of technical analysis. The companies screened are expected to give multibagger growth.

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