Omkara Manufacturing Smallcase
Managed by Omkara Capital
Minimum Investment Amount
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 92,620
Own India’s best mid & small-cap manufacturing businesses.
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 92,620
2Y CAGR
40.41%
Performance
Current value of ₹ 100 invested once at launch
| smallcase CAGR | Equity Small Cap CAGR |
|---|---|
Live performance includes rebalances. It is a tool to communicate factual return information and
should not be seen as advertisement or promotion. Learn how performance was calculated
Key Metrics
Fundamental
NA
33.00
NA
5.09
NA
0.28
NA
33.73
NA
4.50
NA
0.58
Technicals
NA
2.59
NA
-0.02
NA
52.43
NA
Pro
NA
Pro
NA
Pro
Relative
NA
-25.71
NA
0.98
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 20 | Need Basis |
| Last Rebalance | Next Rebalance |
|---|---|
| Jan 23, 2024 | Need Basis |
About the smallcase
Why Manufacturing?
We believe that 2021 = 2003. Let us remind you that entire m-cap of cap good sectors surged 14.5x from 2003 to 2008. Co stock prices moved up by 15-20 times in 4 years. After a gap of almost 10 years, we are seeing private sector capex surging and govt doing all the right actions to propel India as next manufacturing destination for the world. Supply side has gone down with few leaders controlling the sector, NPA cycle is down, deleveraging has happened & now after a long-time investment cycle is picking which is reflected in the credit growth number of financials. With capacity utilization lower, there is huge operating leverage to be played in the manufacturing cycle. Manufacturing sector growth from 15% of India’s GDP to 20% and it could be USD 1 trillion soon. All this will help in employment generation + reduce import dependency and has huge export potential. This is not a quarter story for us but a sector to bet for next 3-5 years.
Launch Date
Feb 18, 2022
Subscription Fees
₹ 5,900/6m
Factsheet
Download key points for this smallcase
About the Manager
Omkara Capital
Manages 3 smallcases
Omkara Capital is a SEBI Registered Investment Advisers and Research Analyst providing stock research services to Retail and HNI clients. We aim to be, for serious investors, the equity research backend with data-backed actionable ideas as the key differentiator. Let financial education make us grow together. Retail is the next revolution. Omkara is going to help co-create that.
SEBI Registration No: INA000016825
Disclosures
