Omkara Opportunities 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.
₹ 92,334
Own India’s Most Promising Mid & Small-Cap Cos With Data-Backed Actionable Research
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 92,334
2Y CAGR
19.57%
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
30.63
NA
4.15
NA
0.56
NA
33.73
NA
4.50
NA
0.58
Technicals
NA
1.37
NA
-2.31
NA
47.01
NA
Pro
NA
Pro
NA
Pro
Relative
NA
-34.69
NA
0.93
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 |
|---|---|
| Sep 25, 2023 | Need Basis |
About the smallcase
- ONLY Data Backed Actionable Research Ideas: “Why to buy” more imp than “what to buy”
- Experienced & Energetic team with a collective work experience of over 60 years
- Omkara is trusted by nearly 100 HNI clients & nearly 450 retail clients in less than 1 year
- Network: Omkara team has a strong knowledge network which helps in ideation & research
OUR INVESTMENT APPROACH - Scale with market leadership in the upcycle
- We like to identify sectors that have a structural long growth runway, but are in cyclical downturn, which is now turning the corner
- In such sectors, we focus on companies that are either market share leaders or market share consolidators or has monopolistic advantages
- Companies with under-utilized capacities or with capex cycle behind are preferred as they the potential to deliver disproportionate returns over a 2-3years period
- And finally, companies should be reasonably valued with the above traits, thereby, ensuring enough margin of safety for the capital
Launch Date
Oct 15, 2021
Subscription Fees
Get access for 2.50% of inv. value.
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
