Mid and Small Cap Focused Portfolio

At Niveshaay, we believe to invest where there is low Risk and High Uncertainty. There is a misnomer that entrepreneurs take high risk and hence they are awarded with high returns. In reality, entrepreneurs do everything they can to minimize risk.The classic trait of Entrepreneurs is that they are great at dealing with uncertainty and are also good at minimizing risks and the same applies to investors in equity markets too.The Key Mantra should be to invest in a company that has the potential to grow at decent pace, visibility of sustainable profit and also have clarity on the leverage.In this portfolio, we have covered stocks which are available at a reasonable valuation and have huge earning potential upside. <ul><li>This portfolio comprised of basket of 15-20 small and mid cap focused stocks with great business potential.</li></ul> Recommended Investment Amount &gt; Rs. 5 Lakhs

Niveshaay is a SEBI Registered Investment Advisory Firm with a Dedicated Research Team specializing in unearthing high quality undervalued stocks.  We focus on few high conviction stocks that exhibit chances to outperform and have out sized impact on the portfolio.

Niveshaay

Fundamental

Technicals

Relative

Smallcase Keymetrics

Societe Generale recent bets

Ashish Kacholia recent bets

Recent Big Buys

Top deal-making stocks

Most insider traded stocks

Leading investors

Gulaq Gear 6

This portfolio follows a directional strategy that aims to consistently outperform the benchmark equity index while maintaining low volatility. It is a quantitatively managed fund that implements a systematic rule-based trading model to remove human subjectivity.<ul><li>Directional&nbsp;Strategy in Indian Equities</li><li>Systematic Rule Based Trading</li><li>Identifying Investible businesses in S&amp;P BSE 500</li><li>Agnostic to Sector and Market Capitalization</li><li>Identify stocks using a combination of technical and fundamental factors</li><li>Optimize the portfolio for maximizing risk rated returns</li><li>Allocate capital to equities on basis of market valuations</li></ul>

Estee Advisors Private Ltd. is one of the leading names in the quant-based investment management and execution service provider. 

Estee

High Quality Right Price

High Quality Right Price, one of our flagship portfolios is a multi cap strategy, aligns perfectly with India’s growth story. Primarily, it is based on India’s aim to become self-sufficient and self-reliant- a dream of many. The portfolio is inclined mainly towards the Pharma and Chemical sector- the sectors with good future prospects. <ul><li>Atmanirbhar Bharat tops the list of policies that are shaping India’s global position.&nbsp;</li><li>China Plus One- Often referred to as “Import Substitution”, it is a risk mitigation strategy that MNCs have been using to diversify their operations from China.&nbsp;</li><li>PLI Scheme- Production linked Incentive Scheme is in line with Atma Nirbhar Scheme.. PLI has paved the way for many companies to come forward and contribute to India’s growth story.</li><li>Our portfolio contains companies that have been incentivized by the government to produce Make in India products and export them gloablly.</li></ul> Many companies in our portfolio have seen immense growth in their order pipeline due to these schemes and strategies.&nbsp; The companies in this portfolio-<ul><li>Have strong financials metrics</li><li>Low Debt on books, Preferred Debt to Equity Ratio- 0.5x</li><li>Good Management integrity, capability and performance track record.</li><li>Available at Reasonable valuations</li></ul> We keep regular track of company announcements, results, calls and investor presentations.

Wealth Creation through a strong fundamental research and disciplined investing.
Top performing research house!

Green Portfolio

Teji Mandi Multiplier

The multiplier portfolio is a concentrated yet well diversified portfolio of midcap and smallcap stocks. These are stocks that are likely to be winners of tomorrow, and hence hold the promise of significant wealth creation in the times to come. Certain tenets of the portfolio: Capital Allocation: We look for companies with a superior track record of capital allocation. Excellent corporate governance and capital allocation track record and strong sustainable competitive advantages ensure that we identify winners. Low coverage of mid and smallcaps: Analyst coverage of mid and smallcap stocks is much lower than large caps. This gives the fund manager an edge in spotting good businesses early and generating higher alpha. Favourable cyclical upturn: Small and midcaps tend to perform in extremes and revive sharply after bouts of negative returns. After the correction in small caps in the last 3 years, we expect a significant revival in performance

TM Investment Technologies Pvt Ltd (Tradename: Teji Mandi) is a SEBI registered Research Analyst & a subsidiary of Motilal Oswal Financial Services. The company was founded by Vaibhav Agrawal, who has proven experience in identifying winning stock ideas through various market cycles and is a fund manager at Motilal Oswal AMC. Teji Mandi also has industry veteran Mr Raamdeo Agrawal, Chairman of Motilal Oswal Financial Services, as the company's director. Teji Mandi strives to provide expertly managed portfolios to help investors achieve their investment goals.

Teji Mandi

Super Multipliers

Super Multipliers is inspired by many of the investment philosophies of Warren Buffet &amp; Charlie Munger. This smallcase will contain stocks which are currently available at prices below their INTRINSIC VALUE. This smallcase will contain up to 3 stocks that have futuristic, innovative &amp; unique businesses which are available at a good value bargain. Warren Buffet &amp; Charlie Munger have many times said that Diversification is for Idiots. Many times they have had more than 50% of their net worth in one single stock!!! That is how they multiplied their wealth by the millions. They say that is the way to make fortunes. Diversifying the money in 10-20 stocks exposes you to the possibility of having inversely corelated stocks in the holdings, thereby negating the returns of the stocks. All recommended stocks should be treated individually and this is not a model portfolio. This service is provided according to rules of SEBI registered research analyst and nothing more. If there are no good opportunities in the markets, smallcase will be shifted to safe assets like debt and gold to protect investors capital.

PowerTrade uses Technical Analysis, Fundamental Analysis and Sentiment Analysis ALL TOGETHER to find Undiscovered Stocks that might show strong uptrend.

PowerTrade

House of Mahindra

Mahindra &amp; Mahindra (M&amp;M) was founded as a steel trading company in 1945. It subsequently forayed into the automotive industry by acquiring a license to assemble the iconic Willys Jeep.&nbsp; <ul><li>By the 1960s, the company had diversified into farm mechanisation and started manufacturing tractors. Currently, it is the largest tractor company in the world by volume and sells in over 50 countries.&nbsp; M&amp;M consolidated its hold on the Indian tractor market after acquiring Punjab Tractors (now Swaraj) in 2007.&nbsp;&nbsp;</li></ul> <ul><li>The company took the SUV market by storm by launching the iconic Mahindra Bolero in 2000, which was the highest-selling SUV for 10 years in a row.&nbsp;</li></ul> <ul><li>Today, the group operates across 22 different industries like automotive, farm equipment, logistics, financial services, defence manufacturing, etc. with a presence in 100+ countries, and 250,000+ employees and derives half of its revenues from abroad.&nbsp;</li></ul> <ul><li>The group’s listed companies have a combined market cap of more than Rs. 3 lakh Crore as of January 2023, and 2 of them are part of the Nifty 50 index.&nbsp;</li></ul> This smallcase will provide exposure to a diverse group of companies from the iconic Mahindra Group.

We’re SEBI registered research analyst creating Thematic & Quantamental curated stock/ETF portfolios. Data analysis is the heart and soul behind our portfolio construction & with 50+ offerings, we have something for everyone.

Windmill Capital

Institutional Value Discoveries

Whenever foreign institutional investors (FIIs) increase their stake in a company, they often do it after proper research and analysis , as their stakes are worth thousands of crores of rupees.They also have the best resources to conduct research, which are generally out of reach for small investors. Hence, stocks on their radar are closely watched by the street.We also consider that a company must have higher profitability with a record of stable business performance over time and have the financial strength to be able to invest for the long term.

StoxBazar, a well-established and a reputable firm known for its expertise in the financial services industry. At StoxBazar, we offer a comprehensive range of research analysis services, consolidating all aspects under one roof. We pride ourselves on being among the select few SEBI registered organizations that provide research and information on the Indian capital markets, with a strong focus on Technical and Fundamental Analysis. Our firm has garnered a solid reputation among investors, brokers, and researchers alike.

StoxBazar

BM Top 10

•	Despite multiple headwinds at start of 2023, Indian markets delivered strong performance. However, with stretched valuations in small and mid-caps, some allocation in large caps can reduce overall volatility for one’s portfolio. •	BM Top 10 will comprise of 10 solid names, with an aim of outperforming the underlying benchmark Nifty50. •	A portfolio of high growth large caps to generate alpha, while keeping in mind the lower risks, makes it apt for new investors with limited risk appetite. •	Factors such as strong investor sentiments, lower inflation, expectations of steady to lower interest rates and higher economic growth can drive higher FIIs funds inflow into Indian Markets. The large caps are poised to be the beneficiaries of FII inflows, since FIIs generally prefer liquid large caps. •	With expected rate cuts and upcoming elections, we have designed the portfolio to benefit mostly from higher capex, discretionary spending and sector rotations to ride the multi-year upcycle in the Indian economy. •	The minimum investment in the smallcase that we recommend is INR 3 Lakh. This product is suitable for investors who are seeking: •	Investing in a concentrated portfolio of large cap stocks aiming to beat the Nifty 50 and an average mutual fund over a longer time horizon with lower volatility. •	Capital appreciation over long-term.

Basant Maheshwari Wealth Advisers LLP  offers portfolio management and Investment advisory services. The firm focuses on investing in companies which have predictable and consistent earnings and can typically generate above average earnings growth over longer periods of time. 


Basant Maheshwari Investing

APNA STAYVAN

#STAYVAN ke saath har week nivesh, life mein dega sub kuch vishesh aur banega BHARAT shrest. <ul><li>Trusted by over 10,000+ subscribers and growing by being no. 1 in under Rs. 2,000/- minimum amount investment category.</li></ul> <ul><li>This smallcase has 7 independent stocks all under Rs. 100/- market price from different sectors and different market cap.</li></ul> <ul><li>Reach lumpsum investment above Rs. 1,00,000/- and then on each SIP invest 3% of the capital investment or Rs. 3000/- whichever is above.</li></ul> STAYVAN's SIP unique strategy explanation : <ul><li>Averages buy on Price and not on time. Thus, your buying entry shall always be cheaper than your previous buy. Thus the re-balance could occur the next day or after an infinite period but only when the prices hit a lower trigger price to average buy.</li></ul> <ul><li>Books profit at higher levels of the buying done at lower levels. It books profit and also generates cash for compounding of capital for the long term.</li></ul> <ul><li>Parks excess and profit booked funds into the balancer etf / stock / other instrument to provide diversification and also keep on generating returns on the investment rather than allowing it to lie as credit balance in the ledger without any returns.</li></ul> <ul><li>Designed to provide comparative better returns over a decent period of time. Short term investors should avoid investing in this smallcase.</li></ul> These are no financial or other advices regarding any investments. Re-balance actions are completely at investors discretion. Consult your financial advisor before investing. No services other than those prescribed by SEBI for registered RESEARCH ANALYST are intended or shall be provided. No refunds shall be made under any circumstances.

Dipen Shah with his more than 18 years of market experience has designed 20 strategies with 100% potential to outperform markets.

Stayvan

Quantace Real Estate Stars

Quantace's Preferred Picks in the Realty <ul><li>Stock Selection - Concentrated treasure basket of 3-15 stocks selected from NIFTY Realty Index plus stocks in Industries Realty,Construction, and Construction Materials from Top 750 Total Market Index</li><li>Rebalancing - Rebalancing is done once every week</li><li>Performance - Historically has given a superior risk-adjusted return than the benchmark</li><li>Hedging - In times of extreme volatility, we increase our exposure to LIQUIDBEES or add exposure to instruments like GOLDBEES &amp; SILVERBEES</li><li>Since this is a Sector/Thematic Basket, you will be exposed to this Risk.</li></ul> P.S: Try using 5+ lakhs as an investment in charges calculator to see the benefit over time. At Quantace, we understand that every investor's needs and goals are unique. That's why our Realty Stars Smallcase is NOT a pre-set Model Portfolio. Instead, we recommend working with a trusted Investment Advisor to customize the allocation of stocks based on your individual risk profile, ensuring that the portfolio is tailored to meet your specific financial goals. Please note that past performance can't guarantee future results, and it's essential to read the prospectus and consult with a financial advisor before investing.

Simplifying Investing using AI & ML Methods. We are Democratizing High-Quality Quant Investing for Retail that was once reserved for HNIs and Institutions.

Quantace Research

Student & Early Earner portfolio - Yadnya

Students&nbsp;get small amounts in the form of&nbsp;pocket money&nbsp;or through&nbsp;part-time income. Also, individuals who are just starting their careers usually have high expenses and&nbsp;low saving rates. Such students and early earners can take up more risk with their investments as typically the responsibilities are low, and the investment horizon is very high. This model portfolio gives such students and early-earners the opportunity to participate in capital markets and benefit from the edge they have on their side, i.e., TIME&nbsp;for long-term capital growth.

We are a Financial Research & Education company with vision of providing Transparent, Unbiased and Simple financial knowledge to retail investors. We have created these portfolios with complete focus on retail investors. Our portfolios are Fundamental Based which helps in long term wealth creation.search

Investyadnya

Regular Income Portfolio

<ul><li>Invests in 6-7 companies with consistent High Dividend Yield</li><li>Investments with potential to generate both dividend income &amp; capital appreciation</li><li>Companies with Strong Balance Sheet and Low Debt on books</li><li>Companies with Good Management integrity, capability and performance track record</li><li>Companies available at Reasonable Valuations as compared to their earnings potential</li><li>Multi-cap Strategy (invests in Large Cap, Mid Cap and Small Cap shares)</li></ul> We regularly track the performance of these companies and re-balance the portfolio accordingly.

WealthCulture is a SEBI registered research house with the mission of helping retail investors in their wealth creation journey through fundamental, data backed, actionable research. We want to create a mindset that enables retail investors to think like owners and not traders, a mindset that calls for discipline and patience and the culture of learning. Proud to be with you in this wonderful journey called investing!

Wealth Culture

BM Focused Small Cap

While the markets have come nearer to their highs the small caps haven’t moved at all. We think that the small caps are sitting on the cusp of a big move up.&nbsp;In this context we are launching our ‘BM Focused Small cap’ smallcase. And like always we will put in our own Rs 5 lakhs every month into this scheme 1)&nbsp;Investment Philosophy: Investing in smallcaps can be rewarding if we can select market leaders growing at 20% plus with high return on equity of more than 20% and which are available at decent valuations. We have selected companies where there is industry tailwind for the next 3-5 years. We will avoid companies where there are corporate governance issues. We aim to focus on protecting downside risk.&nbsp;2)&nbsp;Our Personal Investment: Based on our principle of having ‘thick’ skin in the game, we will put in ₹5,00,000 every month in our new smallcase also. Halwai apni mithai khata hai.3)Average Market Capitalisation: the weighted average market cap is approximately ₹15,000 crores. We don’t want to buy ultra-illiquid smallcaps run by untested and unscrupulous promoters.4)&nbsp;Minimum Amount: Theoretically, you can start with Rs 50,000. And scale it up as and when you can. This is a flat fees model. We don’t charge money on AUM. So, the more you put in the better it gets for you.&nbsp;5)Portfolio Concentration: This will be a concentrated portfolio of 15 stocks divided across Consumer, Financials, Capital Goods, Construction Real Estate6)Portfolio Benchmark : Nifty Smallcap100

IT Tracker

India remains one of the world’s top sourcing destination with a share of 55%. Indian IT exports touched a peak of US $670 billion in FY22. The contribution of the IT sector to India’s GDP stood at 7.7% in 2020. <ul><li>Indian IT &amp; ITeS companies have set up over 1,000 global delivery centers in over 80 cities around the world.</li><li>Revenues of the IT Business Process Management industry are estimated to be at around US $227 billion in FY22 from the previous $196 billion in FY21. The industry is expected to grow to US $350 billion by 2025</li></ul> This smallcase comprises IT &amp; ITeS and online services companies to allow investors to efficiently track and invest in the information technology sector.

Mi20

Multi-cap Momentum (AUM)

Top 50 stocks that score high on momentum based on the top 500 stocks by market capitalization.Academic research has shown that momentum is one the persistent factor strategies and mid-cap stocks tend to outperform large cap stocks over a longer period. Our statistical model not just looks at absolute return of the look-back period but also looks at the consistency and quality of the up-move. We prefer stocks that have had a gradual and persistent rally rather than sharp spikes. The strategy re-balances every month to maintain a portfolio of the strongest momentum stocks.

Flameback Capital’s investment approach is based on finding investment strategies that offer consistent returns through identification of patterns that are investable, persistent and offer repeatable sources of returns which are grounded in sound economic logic. Once an investment strategy is developed, it is implemented with discipline in order to be driven more by knowledge than emotions.

Flameback Capital

Zero Debt

The Zero Debt smallcase combines criteria like zero long-term debt, constant earnings growth, and return on equity to select quality stocks.<ul><li>Zero debt companies are not burdened by interest or principal payments and hence are generally more financially stable. Such companies have greater flexibility in their financial decision-making and can focus on long-term strategic planning. Equity markets treat zero debt firms favorably, as they have lesser risk during economic downturns.&nbsp;&nbsp;</li><li>EPS growth indicates how well a company is generating profits over time. A consistent and positive EPS growth suggests that the company is effectively managing its operations and increasing its bottom line. In addition, EPS growth directly impacts shareholder value. As earnings increase, the company becomes more valuable, and this can potentially lead to a rise in the stock price, benefiting existing shareholders.</li><li>ROE measures the efficiency of management in generating profits relative to shareholders' equity. A higher ROE generally indicates efficient use of shareholders' funds, sound business strategies and effective capital allocation.</li></ul> Use this smallcase to invest in efficiently managed debt-free companies that have been growing rapidly.

Quantace PSU Bank Stars

Quantace's Preferred Picks in the PSU Banking Sector <ul><li>Stock Selection - Concentrated treasure basket of 3-15 stocks selected from NIFTY PSU Banking Universe</li><li>Rebalancing - Rebalancing is done once every week</li><li>Performance - Historically has given a superior risk-adjusted return than the benchmark</li><li>Hedging - In times of extreme volatility, we increase our exposure to LIQUIDBEES or add exposure to instruments like GOLDBEES &amp; SILVERBEES.</li><li>Since this is a Sector/Thematic Basket, you will be exposed to this Risk.</li></ul> P.S: Try using 5+ lakhs as an investment in charges calculator to see the benefit over time. At Quantace, we understand that every investor's needs and goals are unique. That's why our PSU Bank Stars Smallcase is NOT a pre-set Model Portfolio. Instead, we recommend working with a trusted Investment Advisor to customize the allocation of stocks based on your individual risk profile, ensuring that the portfolio is tailored to meet your specific financial goals. Please note that past performance can't guarantee future results, and it's essential to read the prospectus and consult with a financial advisor before investing.

Hidden Gems

Omni Bharat Defence

RATIONALE:<ul><li>At $84 billion, India has the fourth largest defence budget in the World. (Source: Stockholm International Peace Research Institute).</li><li>The DPEPP 2020 plans to raise the domestic production from INR 80,000 crores to INR 175,000 crores and exports of INR 35,000 crores by 2025. India has already achieved an export of INR 21000 crores in FY2024. This is an increase of 31 times over the last 10 years.&nbsp;The export target has been raised to INR 50,000 crores by FY2029.</li><li>In the modern geo-strategic sphere, the concept of Defence has many more dimensions beyond arms, ammunitions and weapons. The concept includes controlling diplomacy, controlling sea routes or other important merchandise transport routes, cyber security, space security, energy security, strategic commodities security, rare earth metals security, food security among others.</li><li>While this curated portfolio started initially as an exposure to defence companies with strong technology moats such as torpedoes and missiles, aircraft carrier, fighter jets, submarines, electronic systems, etc., today it has been modified to include several companies from the above-mentioned dimensions. Over a period of time the portfolio will continue being modified to take exposure to different additional dimensions and also to be optimized for growth and valuations while being compliant with the Scientific Investing Framework.</li><li>This portfolio is likely to look quite different from other Defence portfolios which might be filled with pure-play conventional defence stocks which are likely to be overvalued. This portfolio will diversify outside of pure-play defence weapons manufacturing to other companies which might have defence as a segment but are relatively undervalued.</li></ul> VIDEOS:<ul><li>For regular updates subscribe to&nbsp;our YouTube Channel :-&nbsp;<a href="https://tinyurl.com/5brfbxwt" rel="noopener noreferrer" target="_blank">https://tinyurl.com/5brfbxwt</a></li></ul> NOTE:<ul><li>Holding Period: The minimum holding period should be preferably 5 years but at least 3 years.</li><li>To stay updated on our latest research, reports and investment strategies, you can follow us on our social media handles, viz.,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603a" rel="noopener noreferrer" target="_blank">@OmniScienceCap</a>&nbsp;and&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603c" rel="noopener noreferrer" target="_blank">@OmniScience_IN</a>&nbsp;Twitter handles,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603e" rel="noopener noreferrer" target="_blank">@OmniScience Capital</a>&nbsp;and&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b76040" rel="noopener noreferrer" target="_blank">@OmniScience smallcase</a>&nbsp;LinkedIn pages,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b76042" rel="noopener noreferrer" target="_blank">@OmniScienceCapital</a>&nbsp;page on Facebook and&nbsp;<a href="https://www.instagram.com/omnisciencecap/" rel="noopener noreferrer" target="_blank">@OmniScienceCap&nbsp;</a>handle on Instagram.</li></ul> DISCLAIMER:<ul><li><a href="https://tinyurl.com/msmcene9" rel="noopener noreferrer" target="_blank">https://tinyurl.com/msmcene9</a></li></ul>

A Global Equity Specialist founded by IITians with a combined experience of more than 40 yrs. OmniScience uses Scientific Investing to create SuperNormal Portfolios to ‘Enhance Safety, Enhance Growth, Enhance Returns’

Omniscience Capital

Omni Bharat Amrit Kaal

RATIONALE:<ul><li>India at 2047 could be in the range of $40-$50 trillion developed economy. For reference, US today is a $25 trillion economy and China is a $17 trillion.</li><li>The per capita income would be around $25,000-$35,000. For comparison, Greece, Hungary &amp; Poland have a per capita of around $20,000 today, Spain, Taiwan &amp; South Korea have a per capital of around $30,000-$36,000, and China has a per capita of $12,000 and Chile $16,000.</li><li>Amrit Kaal vision provides for 4 growth engines:</li><li>E1 - PM GatiShakti: Infrastructure development</li><li>E2 - Inclusive Development: Increasing buying power of the citizens</li><li>E3 - Productivity Enhancement: Digital ecosystem &amp; reforms</li><li>E4 - Financing of Investments: Capital availability</li><li>The 4 engines firing in sync could accelerate Bharat into the top 3 economies of the World as early as 2027-30 and could even become #1 or #2 by 2047.</li></ul> VIDEOS:<ul><li>For regular updates subscribe to&nbsp;our YouTube Channel :- <a href="https://tinyurl.com/5brfbxwt" rel="noopener noreferrer" target="_blank">https://tinyurl.com/5brfbxwt</a></li></ul> NOTE:<ul><li>LUMPSUM: To get maximum benefit from this investment, start with a lump sum of INR 5 Lakhs.</li><li>SIP: For a lower starting amount, do an SIP of INR 15K per month.</li><li>Holding Period: The minimum holding period should be preferably 5 years but at least 3 years.</li><li>To stay updated on our latest research, reports and investment strategies, you can follow us on our social media handles, viz.,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603a" rel="noopener noreferrer" target="_blank">@OmniScienceCap</a>&nbsp;and&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603c" rel="noopener noreferrer" target="_blank">@OmniScience_IN</a>&nbsp;Twitter handles,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603e" rel="noopener noreferrer" target="_blank">@OmniScience Capital</a>&nbsp;and&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b76040" rel="noopener noreferrer" target="_blank">@OmniScience smallcase</a>&nbsp;LinkedIn pages,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b76042" rel="noopener noreferrer" target="_blank">@OmniScienceCapital</a>&nbsp;page on Facebook and&nbsp;<a href="https://www.instagram.com/omnisciencecap/" rel="noopener noreferrer" target="_blank">@OmniScienceCap&nbsp;</a>handle on Instagram.</li></ul> DISCLAIMER:<ul><li><a href="https://tinyurl.com/msmcene9" rel="noopener noreferrer" target="_blank">https://tinyurl.com/msmcene9</a></li></ul>

Alpha Blend – Market Leaders

Mi EverGreen

Equity & Debt

<ul><li>Blue chip companies have well established business models and stock prices of such companies are usually very stable. Hence adding blue chip stocks to the portfolio increases stability of the portfolio.&nbsp;</li><li>Debt investments have lower risk compared to equity investments. Interest is paid at predefined regular intervals on debt instruments. Holders of these instruments also receive a terminal value when the instrument matures. Generally, yields / returns on corporate debt tend to be higher compared to returns generated by bank fixed deposits.&nbsp;</li><li>A portfolio that contains both equity and debt instruments is well diversified. Diversification across asset classes significantly reduces the probability of the portfolio experiencing dramatic declines and offers a smooth wealth creation journey.</li><li>This smallcase provides exposure to blue chip companies as well as high quality debt instruments issued by public sector companies, through ETFs. 60% of the investment goes into top 100 market cap companies and 40% into debt issued by public sector enterprises.</li></ul>

Mi_NNF10  Momentum

<a href="https://www.youtube.com/watch?v=K9hy3euyN40" rel="noopener noreferrer" target="_blank">Mi NNF10</a> is a dynamic strategy which aims to outperform the underlying benchmark Nifty Next 50.&nbsp;These are the 50 large caps which have potential to enter Nifty at some point.&nbsp;This product is suitable for use in all stages of the market cycles as its design is to remain invested in the strongest 10 stocks in the pack regardless of market conditions <ul><li>This portfolio consists of 10 stocks selected from the Nifty Next 50 universe</li><li>All stocks start at near 10% weightage of the entire portfolio</li><li>The stocks are selected based on the momentum ranking and every month a rebalance ensures that the strongest of the pack remains in the portfolio.&nbsp;This is akin to the concept of survival of the fittest.</li><li>Winners are allowed to run while losers are removed at the next balance if they meet the exit criterion.</li><li>The historical performance of this portfolio has beaten the benchmark by a wide margin</li><li>This is a monthly rebalanced portfolio. This helps in keeping the churn and the transaction costs low.</li><li>There is zero discretion of the manager in running this portfolio. The strategies have been rigorously back tested on years of data to prove their efficacy.</li><li>This is one of the more popular products at Weekendinvesting.</li><li>The optimal size for investing in this portfolio is INR 5 to 30 lacs</li></ul> A complete video on the Mi_NNF10 can be seen here<a href="https://www.youtube.com/watch?v=K9hy3euyN40" rel="noopener noreferrer" target="_blank">https://www.youtube.com/watch?v=K9hy3euyN40</a> <a href="https://calendly.com/support-lzc/chat-with-our-support-team" rel="noopener noreferrer" target="_blank">Talk to Team WeekendInvesting</a> for any questions

Momentum Investing has been synonymous with WeekendInvesting since 2016.
The first smallcase manager with more  than 13000 current users who have trusted our systems. 

Come join us! Build your long term wealth with just 2 min effort per week.

You can engage directly with Alok at https://twitter.com/WeekendInvestng

Weekend Investing

Green Energy

A portfolio of stocks, that will benefit from energy transition from fossil fuel-based sources to renewable sources. This transition in power generation is driving development across the entire value chain of the sector, particularly in the transmission and distribution segments. This includes significant modernization in grid infrastructure to improve grid stability and enhancements in distribution networks to improve their efficiency.&nbsp; Our smallcase also includes stocks benefitting from electric mobility and recycling industry. Major Investment Rationales&nbsp;-•	The government targets 500 GW of installed renewable capacity by 2030 which requires annual installation of 27 GW and 9GW of solar and wind.•	As India and other countries modernize their grids, opportunities for towers, smart meters, transformers, etc. emerge to curtail disruptions and meet escalating demand.•	India’s EV market provides direct and indirect opportunities as it expects a 49% CAGR between 2022 and 2030, with an estimated 10 million annual sales by 2030.•	The Plastic, e-waste, and battery recycling market is expected to drive India’s circular economy initiative, and will grow at a CAGR of 25% to reach a size of US $20 billion by 2030. Recommended Investment Amount &gt; Rs. 4 Lakhs

Alternative Income & Growth

In investing, “Diversification&nbsp;is the only&nbsp;free lunch” - Harry Markowitz. For most investors, diversification tends to end with stocks and bonds. However, contrary to common perception, there exists a wide array of investment options which can help in diversifying the portfolio and optimise its risk adjusted performance. Real Estate Investment Trust (REIT) and Infrastructure Investment Trust (InvIT) are among such instruments that enable investors to diversify their portfolios beyond stocks and bonds. While this is an emerging asset class in India, there is data available from global markets that presents evidence of a robust historical performance with relatively lower correlation to stocks and bonds. This strategy aims to provide an alternative investment avenue to investors, offering a blend of regular income and capital growth. It is suitable for investors with a medium to long term time horizon and a moderate to high tolerance for price volatility.

We are a boutique advisory firm serving the unique needs of clients in the area of wealth management and personal financial planning.

Advent

House of HDFC

Housing Development Finance Corp was founded in 1977 as the first specialized mortgage company in India. Since then, the HDFC group has grown to become a large and well-respected financial conglomerate with a presence across housing finance, banking, insurance, asset management,&nbsp; student loan, etc. <ul><li>The group has brands like HDFC Bank, HDFC Asset Management, and HDFC Life Insurance under its umbrella.&nbsp;</li><li>The group has 6,500 branches and 19,000 ATMs across 3,226 towns or cities across India.</li><li>As of Dec 2022, the outstanding loan portfolio of HDFC was 3.1x the loan portfolio of the next biggest player in the housing finance market.&nbsp;</li><li>HDFC Bank has the largest asset base amongst all private banks and stands 2nd in terms of total assets amongst all banks in India.&nbsp;</li><li>3 of the 4 listed entities of the group are part of the Nifty 50 index. As of March 2023, the combined market cap of the listed entities of the group exceeds ₹14.95 lakh crores.</li></ul> This smallcase is suitable for investors seeking exposure to fast-growing, trusted financial companies.

LoWall

Low VolatilityInvest in companies which has low volatility compared to benchmark. Stock SelectionStock selection and industry allocation independent of benchmark weights and is unconstrained by any market segments like sectors, themes, etc. DiversificationA diversified portfolio with 25-30 companies selected from NIFTY 100, i.e from Large Universe. Capped WeightA cap of 10% on individual stock at cost. Low Volatility PhilosophyIt follows low beta strategy. No short selling or stock lending.

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Hasn't fared well - amongst the low performers

Performance

Seems to be overvalued vs the market average

Valuation

Lagging behind the market in financials growth

Growth

Profitability and efficiency haven't been upto the mark

Profitability

Financials growth has been moderate for a few years

Showing good signs of profitability & efficiency

Fundamentals

Good time to consider, stock is not in the overbought zone

Entry point

Promoter pledged holding

Unsolicited messages

Default probability

Red flags

The stock has a moderate number of red flags

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Key Metrics

AMC profile

Peers

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