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Safal Nivesh : Value Investing product by Epic Research


Value investing

Find Stocks based on a Formula from Joel Greenblatt, a True Value investor. We are looking for companies which may see value unlocking.

Type Start Date Last Rebalance Date Index Value
Investment Strategy 03-Mar-2014 23-Feb-2018 1162.68


Read Rationle

Born in 1957, Joel Greenblatt, a True disciple of Value Investing, had suggested many techniques on Value Investing which still hold the test of Time. Joel Greenblatt had mentioned certain specific criteria to filter out companies for Value Investing and the results were good. This Universe is specifically looking for High Quality companies that are currently trading at Lucrative prices. The Idea is to make profit from Market's foolishness rather than participating in it.

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