Banking Tracker

The banking sector in India has witnessed a remarkable evolution over the years, transitioning from outdated and inefficient systems to emerging as one of the most technologically advanced sectors. Government reforms, increased consumer demand, improved asset quality, and technological advancements have been key drivers of this transformation. <ul><li>Strong regulatory oversight and credible monetary policy of the Reserve Bank of India have enabled stable growth of the sector.&nbsp;</li><li>Growing disposable income and a large consumer market have been driving the demand for banking services, including loans for housing, automobiles, education, and personal expenses.</li><li>The government has supported the sector with several measures such as Pradhan Mantri Jan Dhan Yojana, Pradhan Mantri Mudra Yojana, and Direct Benefit Transfer aimed to integrate marginalised populations into the formal banking system. This increased participation in the banking sector has contributed to the growth in deposits and credit.</li><li>Furthermore, India has also been at the forefront of embracing the digital revolution. The widespread adoption of mobile banking, the dominance of UPI, and the thriving credit card industry have propelled India's financial system to be more technologically advanced than other countries.</li></ul> This smallcase comprises private and public sector banks to allow investors to efficiently track and invest in the banking 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

Fundamental

Technicals

Relative

Smallcase Keymetrics

MOMENTUM MATRIX

Why should you invest in this smallcase? This is a world of rapid change. Ideas, fashion and stocks keep changing as perception changes. if you want to keep moving with the markets and stay in the game always it is important to play momentum intelligently. This new Smallcase leverages my understanding of technical charts to identify waxing and waning momentum arcs in quality mid and Smallcap stocks. We seek out the stocks that are in top form using a mix of momentum and strength indicators on the charts mostly from sectors that are doing better than the markets! This Smallcase is a means to know our research on most promising stocks for medium term as per our charts and selection matrix. We intend to have around a dozen stocks in our positive coverage as part of this Smallcase. We choose members of this dozen with utmost care and after putting each stock through numerous quality and technical selection criteria viz. outperformance against Nifty and Sectoral Index, liquidity, momentum and sectoral tailwind.&nbsp; This Smallcase is a means to obtain our research on performing momentum stocks from the mostly smallcap basket and will likely appeal most to a risk taking but intelligent investor.

Kunal Saraogi is a technical research analyst who is the alma mater of a growing number of top-line traders and investors and is a repository of some brilliantly crafted trading strategies and systems that have been perfected and curated over several years.

Kunal Saraogi brings his vast experience in high growth investing and his hugely successful & hard to replicate Dual Momentum Investing Strategies to this Small Case. Mr. Saraogi besides managing his equity portfolios is a permanent fixture on Top Business Channels and runs a widely acclaimed YouTube Channel in his own name.


Kunal Saraogi

Ashish Kacholia recent bets

Vijay Kedia recent bets

Recent Big Buys

Top deal-making stocks

Most insider traded stocks

Leading investors

Price return has been average, nothing exciting

Performance

Seems to be overvalued vs the market average

Valuation

Lagging behind the market in financials growth

Growth

Showing good signs of profitability & efficiency

Profitability

The stock is overpriced but is not in the overbought zone

Current price is more than the intrinsic value

Fundamentals

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

Entry point

Promoter pledged holding

Unsolicited messages

Default probability

Red flags

Transporting India

The logistics sector is the backbone of any economy as it plays a vital role in the movement of goods and services across the nation. The growth of this sector is crucial for India to be a US$ 5 trillion economy. Over the past few years, the Indian logistics sector has seen annual growth rates of approximately 15%. Advancements in related technology, favourable Govt policy and the fast-growing e-commerce sector are all expected to further drive the growth prospects of the industry. <ul><li>As part of Budget 2023-24, the highest-ever outlay of ₹2.4 lakh crores has been provided to the Ministry of Railways.&nbsp;</li><li>The National Highways Authority of India and other road works projects have received an outlay of ₹2.69 lakh crores, growing by 118% in just 2 years.</li><li>The government has planned to infuse ₹75,000 crores into the development of 100 critical transport infrastructure projects.</li><li>In order to improve regional air connectivity, 50 additional airports, heliports, and advanced landing grounds will be revived. Allocation to the regional connectivity scheme has been doubled to ₹1,244 crores.</li><li>During FY24, the government intends to spend more than ₹4.7 lakh crores towards transportation-related projects. This is a significant jump from the estimated ₹3.6 lakh crores spending during the FY23 period.</li></ul> The Transporting India smallcase consists of companies that will gain from the boost in growth of the logistics sector.

The creamy layer - amongst the top performing stocks

Financials growth has been moderate for a few years

Omni Future of Mobility

The stock is overpriced and in the overbought zone

Not a good time to consider, stock is in the overbought zone

Pharma

i. The pharmaceutical industry in India is currently valued at $50 bn. ii. The Indian pharmaceutical industry is a large and diverse sector that plays a significant role in the country's economy. It is the third largest in the world in terms of volume and is expected to grow further in the coming years. iii. India is a major exporter of Pharmaceuticals, with over 200+ countries served by Indian pharma exports. India supplies over 50% of Africa’s requirement for generics, ~40% of generic demand in the US, and ~25% of all medicine in the UK. iv. Government incentives including an outlay of INR 21940 for PLI 1.0 and PLI 2.0. v. Infrastructure development - India has the highest number of US-FDA-compliant plants outside the US. vi. Strong drug manufacturing - Expertise in low-cost generic patented drugs as well as end-to-end manufacturing. In recent years, the Indian pharmaceutical industry has also made significant investments in research and development, as well as in the production of innovative drugs. vii. In the past 1-1.5 years, Indian Pharma Sector as a whole has seen major downturns in terms of revenue and profitability due to a decrease in demand and an increase in input prices. However, given that this is a short-term phenomenon, we expect the Indian Pharma companies to bounce back in terms of revenue and profitability with improving demand from major parts of the world.&nbsp;

Yellow Jersey

Listed Venture Capital

We find multi-baggers in listed small caps by using big-data analytics to quantitatively select governance standards and earnings potential using our proprietary database and algorithm. To dig deeper - please read on. <ul><li>An ingredient to our secret sauce is our proprietary database where we track board members of listed companies and our algorithms that track the background of these board compositions.</li></ul> <ul><li>We aim to find credible board members that are specialist in the industry and who are part of high quality companies and are also sitting board members of really small companies like a Venture Capital board observer in a startup.</li></ul> <ul><li>For our investors, we watch out for related party representations in terms of family members and focus on purely professional representation as a preferred choice.</li></ul> <ul><li>We bank on heuristic to estimate intrinsic value as a screen of companies that are very small and have limited reporting and history.</li></ul> <ul><li>We use fundamental ideas like variability of margins, earnings stability, one off items in reported earnings as few of the methods to further shortlist.</li></ul> <ul><li>We used portfolio construction techniques to make the small case representative of broad economy.</li></ul> This portfolio is not available for US persons, including US citizens and residents.&nbsp;The portfolio represented herein is available only to Indian residents.&nbsp;For US persons, please refer to the LotusDew website: <a href="https://www.lotusdew.co" rel="noopener noreferrer" target="_blank">www.lotusdew.co</a>

This portfolio is not available for US persons, including US citizens and residents.  The portfolio represented herein is available only to Indian residents.  For US persons, please refer to the LotusDew website: www.lotusdew.co

Lotusdew is a DIPP recognized wealth tech company under Startup India Program (DIPP38086). We use big data and machine learning to extract investment ideas from broad regulatory disclosures. We provide quantitative investment management, asset allocation and portfolio construction advise based on our proprietary models.


Lotusdew Wealth

Affordable Housing

Affordable housing refers to existing and future housing units that come under the Pradhan Mantri Awas Yojana (PMAY), which was launched in 2015. <ul><li>Budget 2022-2023 allocation to PMAY increased by 75% to ₹40,000 crores</li><li>The scheme was launched with the aim of building 2 crore affordable houses over a period of 7 years for the lower income segment</li><li>Out of which, approximately 80 lakh houses are being targeted to complete by FY23</li><li>Affordable housing projects were granted ‘infrastructure status’ earlier in Budget 2017, which ensured lower cost of borrowing for developers, thus encouraging them to take such projects</li><li>Developers engaged in affordable housing projects do not have to pay GST</li><li>These measures are expected to increase the demand for affordable houses and corresponding loans.</li></ul> This smallcase consists of stocks from segments like housing finance companies focused on financing low and middle income segments, real estate developers constructing affordable houses and cement &amp; building products companies.

Wright ⚡️ Momentum

Hasn't fared well - amongst the low performers

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.

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

21G Long Term Wealth Creation

21G Long Term Wealth Creation sets the benchmark to achieve long term wealth creation by following careful stock selection strategy. This portfolio has majority allocation from the large cap stocks segment with diversified exposure in mid-caps &amp; small caps, making it suitable for the investors with a moderate risk appetite. After thorough equity chart analysis, carefully monitoring of the market direction and trend, a decision is made. The investor is requested to have a long-term horizon with maintaining a habit of investing pockets of investments through SIP/ Invest more options over the period of time.&nbsp;-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Portfolio consists of 20-25 stocks or as decided by the principal officer.-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Range bound breakouts are watched to enter into any stock.-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Risk management forms an integral part of the strategy.-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Equipped to deploy exposure in Gold &amp; Silver ETF's when they are likely to start an uptrend.-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Equipped to go into cash with Liquidbees ETF on any event of potential threat to portfolio.-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The portfolio is rebalanced on the need basis and does not follow a fixed recurrent date.-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Market’s ecosystem based on specific stock’s uptrends and downtrends, its significance and performance are carefully analysed while making a decision.-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Connect with us on WhatsApp for any queries by clicking&nbsp;<a href="https://wa.me/916239043462" rel="noopener noreferrer" target="_blank">here</a>.&nbsp;Recommended Investment amount up to 20 lakhs. Please contact Manager if the desired Investment amount is greater than 20 lakhs.

BASL Membership id: BASL1891, 
21G Investment Advisers Pvt Ltd is an investment advisory firm that is involved in technical & fundamental research and trading consulting services.

21G Investments

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

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

Speciality Chemicals

BM NIFTY TOP 20

·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The Nifty 50 is a diversified set of companies bunched together as an index. These companies originate from almost all conceivable sectors and stocks. Many of the Nifty constituents lack sustainable competitive advantages in the long run. They are just to represent each corner of the economy. In the long run such companies fail to do well but in the short run they are included in the Nifty as the business may be undergoing a cyclical upturn.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;In this context that we have designed a portfolio of 20 solid names. Companies that will keep growing for longer periods of time and will delivery above average returns when compared to the underlying index - the Nifty 50.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;We have termed our smallcase offering as ‘BM Nifty Top 20’ that can generate alpha over a Nifty ETF that blindly mirrors the constituents of the Nifty 50. We have built this keeping in mind the lower risk appetite of many small investors that have lower capital and who want to beat the Nifty 50 and an average mutual fund over a longer-term time horizon.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;We have kept the cost in check and also ensured that these large cap growth names exhibit better returns with lower volatility.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;We were flooded with hundreds of requests from our Youtube Subscribers to do something for the small retail investor who comes to the market with limited capital and limited risk appetite.&nbsp;The minimum investment in the smallcase that we recommend is Rs 3 to 5 lacs

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

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>

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

BM Vision 2030 Smallcase

This portfolio will participate in the megatrends that have and will emerge over the next decade. We do not want to buy cheap stocks but buy stocks that will become cheap due to growth in the underlying business.We will completely avoid absolute illiquid small caps which have entry and exit issues. Those stocks are like Abhimanyu easy to get in and almost impossible to exit.A concentrated portfolio of 12 stocks is enough to beat the underlying bench mark (Nifty 50).We will invest across sectors and market caps. Weightage will be 50% above or below the simple formula (100/No. of stocks).So if we have 12 stocks:•&nbsp;&nbsp;the maximum weightage will be 50% above 100/12 = 8.33% = 12.50%•&nbsp;&nbsp;the minimum weightage will be 50% below 100/12 = 8.33% = 4.17%

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.

CWA All Caps 35

Recommended Investment amount : 5 to 15 lakhs, Recommended investment duration : 3 years.<ul><li>CWA All Cap 35 is a Systematic Long-only portfolio run by Compounding Wealth Advisors LLP.</li><li>CWA All Caps 35 tracks the Nifty Total Market Index and invests in the best suited 35 Stocks of the Index</li><li>Every stock gets approximately 3% allocation at the time of entry</li><li>Portfolio rebalancing shall be done on a weekly basis</li><li>We aim to ride our winners and cut our losers short</li><li>We have managed to build completely rule based systematic long only strategies around these core ideas which cut out any discretion with regards to stock selection and position sizing.</li><li>Systematic investing removes dependency on any particular stock and believes in selective diversification</li></ul>

Compounding Wealth Advisors LLP (CWA) is a SEBI registered Investment Advisor

The team at CWA has over 25 years of trading and investing experience in the Indian stock markets. We have developed quantitative trading and investing strategies that we utilise to generate optimal returns and limit risk for our clients.

Our vision is to compound our clients' wealth significantly over a long period of time.

Our strategies are based on the principles of trend following. We “Let our profits run, cut our losses short.”

Compounding Wealth Advisors

BM Top 10

Wright 🏭 New India Manufacturing

ValuePropellers 

Value Propellers will primarily invest in growth sectors such as banking, infrastructure, healthcare, technology, and consumer goods, which are expected to grow significantly over the next decade. These sectors have a proven track record of generating above-average returns, and we believe they will continue to outperform the broader market in the coming years. Our portfolio will consist of a diversified mix of value stocks of companies with high growth potential, and we will actively manage the portfolio to ensure that it is well-positioned to capitalise on market opportunities. We will also keep a close eye on the risk factors associated with each investment, ensuring that the portfolio is well-diversified and the risk is managed effectively. Investors can expect the Value Propellers to deliver consistent returns over the long term, with a focus on capital appreciation. Our investment strategy is designed to deliver stable returns, even during periods of market volatility, and our aim is to outperform the benchmark index over the long term.

finvestor.in is run by financial enthusiasts and aims to generate long term wealth by investing in the best companies of India.  You can be any of the investors - DIY (Do It Yourself) , HNI, any income group - we help your wealth grow.

Run by SEBI Registered Investment Adviser, Krishna Rath, and his team of IIT IIM alumni & financial enthusiasts.

finvestor.in

High Frequency Strategy

Sustainable Compounders

Value and Momentum - Asset Allocation Version

UnderDogs Too Will Shine - Series 2 

6 out of the 8 stocks are MidCaps &amp; Small Caps - however each of them are among the leaders in the specific sectors with reputed management/group. Needless to say that most of them have passed through a rough patch, thus available at decent valuation. Some of these picks are back on track but Mr. Market is yet to be convinced and other stocks I believe will come back on track. That's what contra investment is all about.....

Ambareesh Baliga provides stock picks which have deep value and contrarian bets which may not give instant gratification but play out well in the longer term when markets realise the potential. Nonetheless, regular review is required even for such stocks as markets are volatile and shelf life for any theme or story is getting shorter as disruptions are the way of life now-a-days. 

Ambareesh Baliga

H2 MULTICAP STRATEGY

Zerodha Nifty Midcap 150 ETF's objective is to provide returns before expenses that closely correspond to the total returns of the Nifty Midcap 150 - TRI subject to tracking errors

Zerodha Nifty Midcap 150 ETF

Average daily traded value of the ETF  is medium

Medium Liquidity

Cash Dividend

Shareholders meeting

Appointment

Stock Market Highlights, July 02: Sensex, Nifty end marginally in red; Infy, L&T shine

Stock Market highlights on Tuesday, July 02, 2024: The BSE Sensex ended 35 points lower at 79,441, after hitting a record high of 79,856. Bank and midcap stocks crumbled under selling pressure.

Stock market highlights H1CY24: Sensex, Nifty hit new high; midcaps shine

According to the available data, domestic institutional investors (DIIs) have pumped in Rs 2.3 trillion in the Indian equities during H1-CY24. 37 mid, smallcap stocks have doubled during this period

Nifty 50 ETF reigns supreme: 95% dominance in India’s booming ETF market

Study reveals that ETFs on top 3 broad indices i.e., Nifty 50 ETF, Nifty Next 50 ETF and Nifty Midcap 150 ETF contribute more than 99% of total AUM among broad indices in Equity ETF schemes.

Zerodha Nifty Midcap 150 ETF

Zerodha Nifty Midcap 150 ETF

Price Chart

Key Metrics

AMC profile

Peers

Nippon India ETF Nifty Midcap 150

Mirae Asset Nifty Midcap 150 ETF

ICICI Prudential Nifty Midcap 150 ETF

HDFC NIFTY Midcap 150 ETF

UTI Nifty Midcap 150 Exchange Traded Fund

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Recent News

Stock Market Highlights, July 02: Sensex, Nifty end marginally in red; Infy, L&T shine

Stock market highlights H1CY24: Sensex, Nifty hit new high; midcaps shine

Nifty 50 ETF reigns supreme: 95% dominance in India’s booming ETF market

Recent Events

Cash Dividend BHARATFORG

Shareholders meeting PGHH

Appointment PIIND