Trends Trilogy

Trends Trilogy aptly combines the three inter-related trends of investing:- Business Trend- Financial Trend- Price Trend The basic idea is to invest in:- High growth company- Emerging Sector or Sector at new high- Large Opportunity Size- Charts supported by good earnings Trends Trilogy small case is a classic blend of the two main school of thoughts in the equity markets- Fundamental and Technical Analysis, giving you the best of both worlds. Fundamental analysis will help us to pick the right company and technical analysis will provide the correct entry and exit timings considering the earnings visibility. Most importantly, this blended approach helps us to avoid bias, build conviction and ride the trend for a long period of time. Hence, it would be a concentrated portfolio comprising of 13-15 stocks. CDSL is a good example to explain this strategy. PAT of this company was rangebound before COVID. After COVID, in April 2020, we could see emerging data points on the increasing number of demat accounts. We invested in this company after the quarterly results of June 2020. Henceforth, good results and charts analysis helped us to ride the trend making it 4x of our investment amount. Recommended Investment Amount &gt; Rs. 4 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

Ashish Kacholia recent bets

Vijay Kedia recent bets

Recent Big Buys

Omni SmallCap Supertrons

RATIONALE:<ul><li>SuperNormal Smallcap stocks which are in the accelerating and potentially explosive growth phase yet not fully identified by the market.</li><li>Strong fundamentals, growing businesses, getting entrenched and large TAM (Target addressable market).</li><li>Strategy capitalizes on mispricing using a superior valuation toolkit.</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 2.5 Lakhs.</li><li>SIP: For a lower starting amount, do an SIP of INR 5K 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>

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

FMCG Tracker

The FMCG sector is the 4th largest sector in the Indian economy and is expected to grow at a compounded growth rate of 23.15% to reach US$ 103.70 billion by FY21 from US$ 68.38 billion in FY18. <ul><li>Increased brand consciousness has been driving the growth of the organized FMCG sector. Growth in modern retail will further drive the growth of the organized FMCG sector</li><li>Increasing internet penetration and online grocery stores has provided new sales channels for FMCG companies</li><li>Rural population which accounts for 65% of India's total population has only 45% revenue share in FMCG sales. Increasing disposable income and consumption in rural areas provides a large untapped market</li><li>Government has allowed 100% FDI in food processing and single-brand retail and 51% in multi-brand retail, this will provide high visibility for FMCG brands in organized retail markets, bolstering consumer spending and encouraging more product launches</li></ul> This smallcase comprises food &amp; beverages, tobacco, household products, batteries and personal products companies to allow investors to efficiently track and invest in the FMCG sector.

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

Value & Momentum Smallcase (Flat Fee)

The investment strategy combines some stocks that are undervalued and others that have a strong price momentum. Combining the 2 approaches adds balance to the portfolio while aiming to Nifty 50 over market cycles.

50% Value || 50% Momentum || Medium Risk || 25% CAGR over last 3 years || Ideal for small investment size -- 

This smallcase consists of a narrow list of 15 stocks - including small, medium and large caps. 50% of stocks are picked based on price momentum and the rest are undervalued stocks.  The aim is to take moderate risk and beat the Nifty Multicap index over long term. 

I am SEBI registered research analyst who has previously worked with JP Morgan and Ambit Capital.

Simple Investing

Omni Bharat Defence

RATIONALE:<ul><li>At $73 billion, India has the third 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.</li><li>This curated portfolio provides exposure to defence companies with strong technology moats such as torpedoes and missiles, aircraft carrier, fighter jets, submarines, electronic systems, etc.</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>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 10K 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>

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

Auto Tracker

India’s automotive industry has been a critical contributor to the growth of the Indian economy, besides facilitating the basic mobility of Indians. The auto sector also generates export revenues and supports numerous other MSMEs that operate in the auto ancillary and metals industry.&nbsp; <ul><li>The automobile industry in India is one of the largest and fastest-growing sectors contributing to 7.1% of India’s GDP.</li><li>India aims to double its auto industry size to ₹15 lakh crores by the end of 2024.</li><li>In terms of global rankings in manufacturing output, India is second largest in two-wheelers, seventh largest in commercial vehicles, sixth largest in passenger vehicles and the largest in tractors.</li><li>The automobile industry is poised for steady growth, driven by the rising middle-class population, increasing disposable incomes, and the government’s push for electric vehicles.</li></ul> This smallcase comprises automobiles, auto parts, batteries and tyre companies to allow investors to efficiently track and invest in the automobile sector.

Swing Trading Portfolio

Swing Trading is&nbsp;a strategy that focuses on taking smaller gains in short term trends and cutting losses quicker. The gains might be smaller, but done consistently over time they can compound into excellent annual returns. Swing Trading positions are usually held a few days to a couple of weeks, but can be held longer.Stock Selection Criteria<ul><li>&nbsp;Stocks that are relatively stronger than the sector or the index&nbsp;for swing trading.</li><li>Those stock which are fundamentally strong so, if we picked stock at wrong time then we can hold that stock longer.</li><li>On the technical basis like the&nbsp;breakout from a range,&nbsp;chart pattern, important&nbsp;resistance and support zones, or reversal&nbsp;candlestick patterns.</li></ul>

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

Value Investing Smallcase

The Value Investing Smallcase is a diversified smallcase based on the principles of value-investing. The strategy completed 4 years on Aug 1, 2022 and has been available on <a href="https://aurumcapital.in/" rel="noopener noreferrer" target="_blank">https://aurumcapital.in/</a>. <ul><li>This is a diversified smallcase comprising of 15-20 stocks with emphasis on risk mitigation and sector-allocation adherence.</li></ul> <ul><li>The founders have endured multiple bull and bear markets and have a combined experience of about 5 decades in value investing. The focus is to create long-term wealth and work towards the financial freedom of subscribers. We also focus a lot on behavioral aspects of investing and focus on process.</li></ul> We will be looking at following opportunities for investment in this strategy.<ul><li>Value+Growth at a reasonable price</li><li>Turnaround Opportunities</li><li>Mispriced Bets</li><li>Cyclical/commodity Stocks</li><li>Special Situations</li></ul> <ul><li>We look at companies with good corporate governance practices, and sustainable balance sheets and which have survived past downcycles.</li></ul> <ul><li>Our founders have done extensive dissemination of knowledge in investing. Please visit <a href="https://aurumcapital.in/blogs" rel="noopener noreferrer" target="_blank">https://aurumcapital.in/blogs</a> for details.</li></ul> <ul><li>Recommended investment of &gt; 7 lakhs in the portfolio (lumpsum or over a period). This is not advise but purely to convey for the fees to make commercial sense. How much to allocate is purely investor decision and discretion.</li></ul> <ul><li>Aurum Capital provides only company research under Research Analyst services. Please consult your Investment Advisor before making investment decisions.</li></ul>

Aurum Capital is a SEBI registered Research Analyst firm. Aurum Capital founders have close to 5 decades of experience in Indian and International equities. 

The rich industry experience helps us understand companies, the complexities of businesses, and the tipping points that make or break companies. Our research is not limited to number crunching, but going beyond this and doing scuttlebutt research. 

The founders have a deep understanding of the market, business, and economic cycles and are considered premier authorities on this subject in the Indian market. The founders regularly appear on Indian Business Channels and Newspapers.

Aurum Capital

Taksali - Multicap

A Multi-Cap Basket: The Selection of the stocks is based on the basis of Techno-Funda Strategy with a keen focus on the business model and the management strategy in developing it over the period. Min. Recommended Investment &gt; Rs. 5.00 Lakh/- Along with the focus on Y-o-Y &amp; the Q-o-Q Target's Performance in their respective sector - so that the purpose of this smallcase is fulfilled i.e. A Money Minter.The Stock Selection is mostly focused on the Company performance and the economical factors which either lets the quality company to underperform over the period irrespective of the index.

KEDIA Advisory is a leading SEBI registered Advisory Company Which is Having unparalleled service history of 15 years.

Mr. Ajay Kedia is the Founder and Director of Kedia Advisory. He is well known in the industry for his dynamism and execution capabilities. Born into a reputed business family, He is the motivating force behind Kedia’s highly acclaimed Research team. His ability to produce views from technical as well as fundamental perspectives has provided impetus to building Kedia’s strong market research team.

Kedia Advisory

Mystic Wealth Value (MWV)

Mystic Wealth Value sniffs for inefficiencies arising out of Spin-offs, demergers and other Special Situations. It also invests in GARP (Growth at reasonable Price) framework.

Mystic Wealth is a SEBI-registered RA (Research Analyst). 
We are amongst the first in India to introduce the Momentum Factor and Value (Spin-off ) investing
Join us to get Evidence-based factor research in Momentum and Value.



Mystic Wealth

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.

SR GREEN ENERGY

This is a portfolio of stocks, which will get benefit from the energy transition. Energy transition refers to the global energy sector’s shift from fossil-based systems of energy production and consumption — including oil, natural gas, and coal — to renewable energy sources like wind and solar, as well as other sources like biofuels.

SR Wealth Elite is led by an SEBI Registered Research Analysts and Experienced group of professionals. We have more than 15 years experience on Technical and Fundamental Analysis. We are committed to help you in your wealth creation. Our analysis is solely based on the economic news and deep Technical Analysis & Fundamental Analysis done by our experts. We dedicated work for benefit of our personal and commercial trading clients by providing them best trading ideas and information.



SR WEALTH ELITE

Equity & Gold

This smallcase invests in Equity &amp; Gold, fixing their weights to 70% and 30%. smallcase invests in large-cap companies using Nippon India ETF Nifty Bees<ul><li>Large cap companies are usually well established and the chances of such companies going bust are low</li><li>Adding such stocks to the portfolio increases stability of the portfolio as their stock prices are not very volatile. They are also best suited for long term wealth creation</li></ul> smallcase invests in Gold using Nippon India ETF Gold Bees<ul><li>Historically gold has maintained its value and is the best form of hedge against inflation and geo-political uncertainties</li><li>Since price of gold is negatively correlated with price of stock, the former is a very effective portfolio diversifier&nbsp;</li></ul>

Rising Rural Demand

With 64% of India's population living in rural areas, the rural sector is one of the major driving forces behind India's economy. Nearly 55% of the population relies on agriculture for their livelihood and it contributes 17% to the nation's GDP. The rural sector has been a key driver of the Indian economy.&nbsp; <ul><li>Thanks to government initiatives, increased disposable income, and infrastructural development, rural consumption is on the rise. It is estimated that consumption in rural India is growing at 1.5 times the rate in urban India.</li><li>Rural development has also been the key priority for the Indian government consistently over the years.</li><li>As part of Budget 2023-24, the total outlay towards major agriculture and rural development projects stands at ₹2 lakh crores</li><li>Agri-focused schemes like Pradhan Mantri Krishi Sinchai Yojna, Krishionnati Yojana and Pradhan Mantri Kisan Sampada Yojana have seen a significant jump in allocation.&nbsp;</li><li>With the growth of rural markets, more and more companies will focus on tailoring their products and marketing strategies to cater to the unique needs and preferences of rural consumers.&nbsp;</li></ul> This smallcase has companies that either derive a significant amount of their revenue from rural India or are striving to enhance their foothold across rural markets to benefit from increasing rural demand.

Alpha 11

A blend of Active and Passive Investing Strategy based on the ideology of investing in the Top 11Companies (ranked by Market Capitalization). The strategy provides diversification in sustainable long term wealth creation sectors in a particular year. A prudent investor looks for three thingsin a business i.e. Quality of Business, Quality of Management and Quality ofEarnings. Our strategy is to invest in companies based on their marketcapitalization such that, they should be the Top 11 companies in the Indianequity markets. The Top 11 companies do possess these attributes.

Jainam, a 15 years young company engaged in Long Term and Sustainable Wealth Creation for the stakeholders through dedicated Research based Portfolio offerings.

Jainam

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

House of Tata

Tata Group is an internationally recognised Indian conglomerate. Founded in 1868 by Jamsetji Tata, the group operates interests in diverse sectors such as information technology, automobiles, steel, chemicals, power production, consumer products etc. <ul><li>The group operates in more than 100 countries across 6 continents. In 2021-22, the revenue of all Tata companies was estimated to be ₹9.6 trillion. These companies collectively employ over 935,000 people.</li><li>The group owns global brands like Jaguar Land Rover, Tetley Tea, Titan, Taj Hotels, Starbucks, Air India, Vistara, Westside, etc.</li><li>A total of 17 Tata companies are listed on the stock exchanges, four of which are part of the Nifty 50 index. As of March 2023, these 4 Nifty companies have a combined market cap in excess of ₹5.5 lakh crores.</li></ul> This smallcase is suitable for investors seeking exposure to a diversified group of a legacy company, Tata Group.

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

The Naked Trader

This smallcase is created on the basis of investment criteria set out by Robbie Burns, a UK-based trader, in his book ‘The Naked Trader: How Anyone Can Make Money Trading Shares’. These criteria have been adapted to Indian stock market conditions to build this smallcase.<ul><li>First, the financial vigour of stocks is checked and only those stocks whose revenue, earnings and dividend payouts have increased in the most recent financial year are selected</li><li>Next, companies whose debt burdens are low relative to their operating profits are selected. Low-debt companies pay low interest, which automatically boosts profitability. Such companies are relatively better off even when the business environment is facing a downturn</li><li>In addition to this, the model also checks for ratios like PE, so that reasonably-priced stocks are selected</li></ul>

GVSR - Housing Finance Theme - Value Buys

<ul><li>Housing Finance there is part of overall Banking, Financial Services and Insurance (BFSI) sector,</li></ul> <ul><li>BFSI sector contributes almost 35-40 percent of India's Corporate profits and has a similar weight in the overall N50 market cap too.</li></ul> <ul><li>Within BFSI sector, well managed Housing Finance Cos are likely to ride on the rising demand for Housing.</li></ul> <ul><li>The mortgage / asset-backed lending and steady income streams (EMI payments by borrowers, who are largely corporate employees) makes this theme, a long term steady earnings growth play.</li></ul>Note: Being a thematic smallcase, this smallcase is likely to have fewer stocks/ETFs. Suggested (not mandatory - completely discretionary in your hands) amount of investment is of the order of Rs. 1.00 Lakh. It can be higher or lower based on individual's investible surplus, risk appetite , risk capacity, risk profile, asset allocation framework etc. This is a research recommendation in that sense. Conditions apply.

GVSRwealth is the trade-name used by Mr. Venkata Subrahmanyam Gutala (GVS) who is registered with SEBI as the Research Analyst. He is from IIM-Bangalore, with specialisation in Finance.  GVSR's primary motto is to provide professional investment services support of high quality, to millions of aspiring middle and upper middle class, who are in the pursuit of their wealth goals. 

About the Smallcase Manager:  GVS has a Masters Degree from IIM-Bangalore, with specialization in Finance. He was also a  former Partner at PwC India and Grant Thornton India, respectively. He has more than 6 years of Investment Advisory exp. to date

GVSRwealth

Capitalmind Momentum

This portfolio aims to capture the Momentum factor. Capitalmind has refined the Momentum portfolio over 5 years of being LIVE on the smallcase platform. <ul><li>Between 15 and 25 stocks, long-only, weekly rebalancing</li><li>Love the all-time highs, don’t bother with lows,</li><li>Focus on graphs trending up and to the right</li><li>Reviewed weekly</li><li>If there aren’t enough opportunities - stay in cash</li><li>Look for liquidity – prefer stocks with enough daily volumes</li></ul> Recommended Portfolio Size: Up to 50 Lacs. Suitable for investors looking to diversify into quantitative, factor-based strategies for their long-term investments.

Capitalmind provides equity, fixed income, macro and personal finance research for DIY investors. Capitalmind also offers Portfolio Management Services (PMS) offering a range of equity and fixed-income strategies for long-term wealth creation.

Capitalmind

Alpha Prime

This exclusive highly concentrated &amp; aggressive momentum investing strategy focusing on a curated set of 10 high-potential stocks displaying strong earnings momentum and trending opportunities. This is a high risk approach is precisely calculated to potentially reap exponential rewards. Our aim is to generate alpha returns that thrive amidst market volatility. Key highlights include:<ol><li>A concentrated, 10-stock portfolio hand-picked from the top 500 corporations.</li><li>Selected stocks demonstrating impressive momentum and potential for higher returns.</li><li>The potential for significant gains in bullish markets and resilience during high-risk scenarios.</li><li>Weekly portfolio rebalancing &amp; high portfolio churn to seize fresh trending &amp; emerging opportunities.</li></ol> Elevate your investments with our high risk, high momentum alpha generating strategy coupled with intelligent risk management.

Elevate your investing journey with our AI-powered robo-advisor! Leveraging quantitative research, factor modeling & machine learning, Wright Research empowers the right investments.

Wright Research is a SEBI registered investment advisor with one of the oldest momentum smallcase and balanced multifactor smallcase on the platform. With over 25,000 users who have trusted our methodologies & investments across smallcase, equity and mutual funds, Wright Research focuses on data driven decision making to select high quality stocks with the potential to outperform.

Wright Research

Omni AI-Tech Global - Artificial Intelligence

RATIONALE:<ul><li>AI is expected to have a $15.7 trillion impact by 2030 (Source: PWC).</li><li>Commercial use cases: Robotic Process Automation, ADAS &amp; Connected Car, Industry 4.0, Robotics, Cybersecurity &amp; Surveillance, Telemedicine, etc.</li><li>Individual use cases: Autonomous Vehicles, Voice Assistants, Smart Wearables, Robotic vacuum cleaners, etc.</li><li>The portfolio provides exposure to Global AI platforms, AI-ecosystem enablers and AI chip manufacturers among others.</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>Under the current platform configuration, it is not possible to provide globally listed stocks directly in the portfolio. Hence, we are constrained to provide the global allocation through India-listed, INR-denominated ETFs and not via direct investment in US-listed stocks.</li><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>

FidelFolio Great Himalayan Compounder

Electric Mobility

Electric vehicles (EVs) are gaining popularity due to increasing concerns over environmental pollution, sustainability and rising fuel prices. Technological advancements and Govt initiatives to promote clean energy and sustainable transportation have led to the growth of EVs in recent years.&nbsp; In 2015, the Indian government launched the FAME India scheme to encourage the adoption of electric and hybrid vehicles.&nbsp; <ul><li>The EV market in India will experience a remarkable growth rate of 49% CAGR projected from 2021 to 2030. By 2030, it is estimated that the sales volume for this market segment will surpass 17 million units annually.</li><li>The sales of electric vehicles (EVs) in India have witnessed an 86% increase, from 2,37,811 units sold in 2021 to 4,42,901 units sold in 2022-23&nbsp;</li><li>In Budget 2023-24, ₹5,172 crores have been allocated towards the FAME India scheme, as compared to ₹2,898 crores in 2022-23</li><li>To encourage domestic EV manufacturing, customs duty exemption is also being extended on the import of capital goods and machinery required for lithium-ion batteries</li></ul> The growth in electric mobility will be led by companies from diverse segments like two- and four-wheeler manufacturers, oil and gas refining companies, chemical manufacturers, etc. This smallcase comprises companies that are investing in the electric vehicle ecosystem and are expected to grow with increased adoption of EVs.

Banking Privately

Private sector banks and NBFCs have been growing rapidly and are seen as an integral part of the Indian financial system.
<ul>
<li>Since the initiation of banking reforms in 1993, old and new private sector banks have been giving tough competition to government banks</li>
<li>Private sector banks have outperformed their public sector peers in multiple parameters like growth of bank network, productivity measures like profit per employee, management efficiency, capital adequacy, asset quality and liquidity </li>
<li>NBFCs have also played a key role in the development of the infrastructure sector and in providing credit to customers in unbanked areas</li>
<li>NBFCs have been growing in the mortgage business as well, competing with commercial banks </li>
<li>Other secular trends like low credit penetration in India compared to other economies and low NBFC credit as percentage of GDP provides huge opportunity for NBFCs to grow</li>
</ul>
This smallcase comprises private banks and NBFCs that are an advantageous position compared to government banks, which have been suffering from low profitability and high amount of bad loans.

Omni Bullet Train-Great Indian Railways

RATIONALE:<ul><li>Indian Railways, World's 4th largest, is projected to account for 40% of global rail travel by 2050.</li><li>The National Infrastructure Pipeline (2020-25) Railways allocation is INR 14 Lakh Crores &amp; Annual Railway Capex budget of INR 2.5 Lakh Crores.</li><li>Ambitious National Rail Plan 2024 and 2030-50 (7 Bullet Trains, 6 RRTS and 25+ Metro projects, 400 Vande Bharat and 2 DFC) with multi-decadal opportunity.</li><li>This curated portfolio provides exposure to&nbsp;railway consulting, EPC, capital equipment &amp; finance companies which have strong balance sheets, large order books and historical growth rates of 15%-30%.</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>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 10K 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>

All in One

The ETF portfolio consists of 3 asset classes built to generate consistent returns across all market cycles. This is a long-only strategy to optimize risk-adjusted returnsEach asset class is chosen with a specific purpose:<ul><li>Indian Equity – to drive returns by capitalizing on India’s growth story</li><li>Debt – to generate stable returns, reduce volatility, and protect against steep corrections</li><li>Gold – to protect against inflation and economic shocks</li></ul>Additionally, exposure to multiple asset classes improves the risk behavior of the portfolio.Gold and Debt have a negative correlation with equities. This helps in reducing the portfolio risk and gives a diversified portfolio across asset classes.In our back test results, this smallcase has shown significantly lower drawdowns than Equity during economic shocks such as Global Financial Crisis (2008) and Covid (2020).The smallcase is rebalanced quarterly to generate better risk-adjusted returns

Invest in ETF & Stock baskets with India's leading Fintech -1Cr users & 25 years of experience

Angel One

SR MIDCAP 250 FUND

SR MIDCAP 250 FUND is a momentum portfolio run by Lokesh Sethia. This up-to 20 stock portfolio follows the long-term momentum trends among the top 250 Nifty Midcap Stocks. The main aim of the strategy is gradual wealth generation by selectively following winning stocks. The re-balance of this portfolio is done every 15 days.

Selected Seven Growth Stocks

This smallcase contains medium volatility growth stocks. We have tried to identify companies with a good track record which are currently available at attractive price. this smallcase is suitable for moderate to aggressive investors who can take high risk. Investors are advised to invest according to their risk profile.Disclaimer –&nbsp; Past Performance is not the indication of future returns. We do not give any kind of guarantee of return. All risks, losses and costs associated with investing or trading incurred by you in any form are your sole responsibility.

We try to find the less risky opportunities in good potential growth stocks available in the market for moderate to high risk profile clients. 
Note: Investing in stock market is subject to risk so invest only after knowing your risk profile or risk taking ability in the market. further, subscribers are advised to carefully read and understand all the documents related to our services, terms & conditions before subscribing to any of our smallcase. In case there is any doubt kindly ask and clear before you subscribe it.

SUMAN SHANDIL

NG5050  Momentum

Zerodha Nifty 100 ETF's objective is to provide returns before expenses that closely correspond to the total returns of the NIFTY 100 - TRI subject to tracking errors

Zerodha Nifty 100 ETF

Average daily traded value of the ETF  is medium

Medium Liquidity

Cash Dividend

Acquisition

Declaration for audit reports with unmodified opinion(s)

HDFC MF launches HDFC NIFTY100 Low Volatility 30 Index Fund: Check details

HDFC Mutual Fund: Nifty100 Low Volatility 30 Index Fund targets large-cap low-volatility stocks within the NIFTY 100 Low Volatility 30 Index

Zerodha Nifty 100 ETF

Zerodha Nifty 100 ETF

Price Chart

Key Metrics

AMC profile

Peers

Nippon India ETF Nifty 100

ICICI Prudential Nifty 100 ETF

HDFC Nifty 100 ETF

LIC MF Nifty 100 ETF

Get more out of Tickertape, Go Pro!

Recent News

HDFC MF launches HDFC NIFTY100 Low Volatility 30 Index Fund: Check details

Recent Events

Cash Dividend BANKBARODA

Acquisition ULTRACEMCO

Declaration for audit reports with unmodified opinion(s) LICI