Rural outperformer

Invest in companies that reach out to Rural India and represent the Growth in Rural Economy.

Type Start Date Last Rebalance Date Index Value
Sector Research 03-Mar-14 26-Feb-18 383.49


Read Rationle

The Fast Moving Consumer Goods (FMCG) sector in rural and semi- urban India is estimated to cross US$ 100 billion by 2025 and the Rural FMCG Market is expected to expand at CAGR of 18% during 200-2025. Rural India or Grameen Bharat, accounts for 40% of the overall FMCG market in India. Most of the FMCG companies account 35-40% of their sales from Rural India. The stocks in this theme represent possibilities that will unlock in time to come.

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