Privy banks

Invest in Stocks which represent the growth of Private Banks in India

Type Start Date Last Rebalance Date Index Value
Sector Research 03-Mar-14 29-May-18 395.67

Read Rationle

We all love better customer service. This is what differentiates India's private banks from Government banks or New Age Finance companies from the old ones. Today, when Government banks have Higher NPA's, many private banks have managed to be on bottom of that list. Private banks have grown at a CAGR (compounded Annual Growth Rate) of 20 per cent between fiscals 2010-2016 compared to 16 per cent CAGR clocked by PSBs. This theme is for investors who are bullish on private sector bank's / Financial Companies' growth story.


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