Ashish Kacholia recent bets

Vijay Kedia recent bets

Recent Big Buys

Top deal-making stocks

Most insider traded stocks

Leading investors

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.

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

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.

Fundamental

Technicals

Relative

Smallcase Keymetrics

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

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

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

Top 250 Stocks

<ul><li>Blue chip companies have well established business models and hence their&nbsp; stock prices tend to be stable. Adding blue chip stocks to the portfolio increases stability of the portfolio. Another positive aspect of investing in blue chips is the possibility of receiving high dividends.&nbsp;</li><li>Mid cap companies are still in the middle of their growth curve and are expected to exponentially grow their sales and profits. As their growth potential is high, the possibility of their stock price increasing multi fold also tends to be high.&nbsp;</li><li>The key to a well diversified portfolio is to ensure an appropriate combination of large and mid cap stocks.&nbsp;</li><li>This smallcase provides exposure to top 250 companies by market capitalization. Weights of the smallcase are adjusted to maximize the return potential while minimizing risk of the portfolio.</li></ul>

Mi EverGreen

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.&nbsp;Major Investment Rationales -Ø&nbsp;Things like solar panel installations, electric vehicle sales are at record highs.Ø&nbsp;ESG factors in Investing – Due to ESG factors in Investing, the energy transition will continue to increase in importance.Ø&nbsp;Renewable electricity is increasingly cheaper than any new power capacity based on fossil fuels, according to a report by the International Renewable Energy Agency (IRENA).Ø&nbsp;Climate change is set to be one of the top priorities for the world.Ø&nbsp;More than a hundred countries have&nbsp;joined an alliance&nbsp;aiming for net-zero emissions by 2050.

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

Gulaq Wealth

Why should you invest in this smallcase? 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>

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.

Metal Tracker

The metals and mining sector serves as the backbone of India's industrial and infrastructural growth. The sector provides essential raw materials to various industries – from cement in construction to steel in the automobile sector. India is blessed with vast reserves of both metallic and non-metallic minerals, providing a solid foundation for the growth of the metals and mining sector.Rise in infrastructure development, construction, electricity demand, and automobile production are driving the growth of the Indian metal sector. The government has created several favourable policies such as The Mines and Minerals Development &amp; Regulation Act (MMDR) 2021, along with the National Mineral Policy, 2019 to facilitate the growth of the metals and mining sector. The policies help to streamline mining operations, enhance transparency, and promote sustainable practices.100% FDI is allowed in the mining sector and exploration of metal and nonmetal ores under the automatic route. This smallcase comprises aluminium, copper, manganese, iron &amp; steel and diversified companies to allow investors to efficiently track and invest in the metals and mining sector.

Venture Capital Investor's Portfolio

ARQ Prime by Angel One

ARQ Prime is a long only equity portfolio. ARQ Prime recommends stocks for investment based on a set of rules, free from human intervention or human bias. In the world of investing - it is called "Smart Beta". ARQ Prime adopts the time-tested and proven rules for investing in stocks. ARQ scans all types of stocks to pick Winners: Value stocks, Quality stocks, High Momentum stocks, Growth stocks across marketcap. Index Beating Performance: ARQ has performed consistently through the midcap fall, NBFC crisis and even during the current COVID-19 Crisis. ARQ Prime is tested against the most challenging market conditions to deliver the performance driven results. Optimised Risk-Reward: ARQ Prime identifies the timing to enter and exit the markets. It’s strong risk management system cuts the losses early and allows profits to run longer be big, thereby maximising profits and reducing draw downs/losses The smallcase usually follows a weekly rebalance schedule. However, During times of volatility, There might be more rebalances as needed

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

Angel One

Dividend Aristocrats

For long-term investors, dividend returns are very important as they are an additional income that is earned over and above the capital gains earned by holding onto the stock.
<ul>
<li>This smallcase consists of companies that have increased their dividend payout consecutively for the last 10 years.</li>
</ul>
Stock returns consist of two parts--price return and dividend return. An investor can earn back a significant portion of the investment in the form of dividends, before selling the stock.

Tornado - DEEP VALUE

<ul><li>Quantamental VALUE Investing using fundamental, quantitative and technical algorithms.</li><li>Focused-equity with up to 10 stocks exposure.</li><li>Investment Universe of stocks on the NSE with Market Cap above INR 10B and below INR 100B.</li><li>Monthly Review for stocks. Weekly review for position sizing &amp; risk management.</li><li>Continuous portfolios with minimum recommended holding period: medium-term (5 years +)</li><li>The strategy is fully tactical and moves from equity to gold/ debt in times of crisis/ volatility.</li><li>Suitable for creating wealth.</li></ul>

Modulor Capital is here to change the way people invest, by bringing strategy-based, system-driven, and solution-oriented investing to a variety of investment pockets.

Our methodology is Quantamental Investing® and we model decisions through the use of data, frameworks, and good old reasoning over the short, medium, and long-term.

As a SEBI Registered Investment Adviser, we get paid net of our clients' costs, thereby aligning our incentives with them. We go a step further towards this commitment by investing our money in the same portfolios advised to our clients. This keeps us on our toes.

Modulor Capital

Momentum - Nifty 500 Top Movers

This is a pure rules-based strategy where top moving stocks in Nifty 500 universe are chosen. Investors who are looking to beat broader markets and willing to follow weekly rebalance should consider investing in this smallcase.

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

Swing Trade Opportunities Short Term Gulluck

Watch Detail video for the concept Remember concept of ETF is new so some time they are not available at market price, placing limit order can solve this .If you understand the Business Cycle, the markets are very emotional and reacts very fast to the emotions of Greed and Fear and this gives rise to swings.As the name of this smallcase suggests, the emotions are short lived and swings are for short time, so we target to Buy Fear and Sell Greed.With this in mind, I suggest my clients to take entry in stocks near low looking opportunities for weekly SIP and identify the points where there can be a possible exit to book partial or complete profit.My focus is to make you update with the trend and you have an opportunity to join my Webinar and trend updates on your whatsapp when you opt for it .We make a whatsapp broadcast group and your no. if you wish to join for the updates for trend and market possible behavior.

Gaurav Sharma Is a Sebi Registered Research Analyst provides research to clients covering the opportunities in Stock Market. 
He use a Method to weekly analyze the stocks as per the theme and Guide his clients  about the accumulation zone near the swing low or at a breakout as per the conditions . All small cases of Gaurav Sharma are optimized to weekly accumulation and review so that 52 weekly Reviews help clients get nearly Fair price i.e.  an average price of the stock. 
He choose the stocks as per theme and help clients with weekly webinar or you tube presentation to learn the overall trend of the market contact him for more detail.


Gaurav Sharma

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

Intrinsic Value Cash King

Companies that give huge value advantage due to large Cash positions.<ol><li>Tracking based on Cash holdings opportunities.</li><li>Remove Overvalued Traps.</li><li>Buying when Risk reward is in favor.</li></ol>

Our Data driven cyclical approach has helped us achieve great CAGR for ourselves. Join our smallcase and be a part of intrinsic value family.

Intrinsic Value

myMoneySage Premier Equity

myMoneySage Premier Equity Stock Portfolio strategy is using a blend of value, growth &amp; momentum investing to provide superior risk adjusted returns. The portfolio of Direct equity are constructed taking the following factors into account:·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The portfolio tracks top Nifty 500 stocks across market-cap i.e. Large cap, mid cap &amp; small cap &amp; allocated as per Sectoral outlook &amp; performance to enhance returns·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Stocks or sectors of a portfolio are adjusted based on the valuation, the health of a specific sector, broader macro trends, presence of a broad-based bear or bull market tracked using robust financial models and allocation models·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Stocks are selected for investment based on well-established drivers of performance i.e Good value, strong momentum, High quality, low volatility and higher weightage in Indices·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Strong &amp; profitable companies are selected using fundamental analysis &amp; technical analysis based on strong robust and quantitative models of historical &amp; fore-ward looking data·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Diversification &amp; optimization is done through statistical analysis, quant analytics and periodic rebalancing.&nbsp;

myMoneySage stock portfolios are constructed using our proprietary quantitative models leveraging both historical as well as forward-looking factors.

myMoneySage

The PE List

Venture Capital funds and Private Equity firms invest in early stage or growth phase companies that show long – term growth potential.• These firms invest in companies which possess qualities such as innovative/disruptive technologies, competent management teams and well-developed business models. They also conduct extensive due diligence regarding the company’s business model, management team, industry dynamics, growth prospects, etc. before investing.• These firms usually take board seats and provide advice, support, introductions, etc. related to operations, strategy, and financial management of the company• This combination of funding and expertise usually results in good growth prospects for the investee companyThis smallcase consists of stocks in which PE and or VC firms hold high stakes.

BM Vision 2030 Smallcase

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.

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.

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.

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>

Growth Portfolio - Yadnya

This portfolio is useful for investors who are high risk takers in Stock market. Portfolio focuses on Growth style of investing. Portfolio selects only high growth oriented High Quality stocks with limited downside risk. This portfolio follows Warren Buffett’s principle where he says that an individual should invest only in the companies whose business they understand. It is a consumption theme portfolio which are selected based on our proprietary Fundamental Analysis methodology (FIVE-G Framework).This portfolio comprises of investing into direct equities and is meant for investors with high-risk appetite.

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

Mid and Small Cap Focused Portfolio

Recommended Investment Amount &gt; 5 Lakh 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>

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>

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

DiviGrowth Capital

A multicap strategy, this smallcase is best suited for those who want a regular stream of income. The stocks in this portfolio yield high dividends along with capital appreciation, hence the name Dividend plus Growth. It is believed that PSU companies are best suited if you want to earn dividends but we do not invest in PSUs, whatsoever.&nbsp; The companies in this portfolio-<ul><li>Have stable revenue stream and cash flows</li><li>Are high growth companies with stable cash flows, enabling consistent dividends with significant capital appreciation.</li><li>Are available at reasonable valuations as compared to their earnings potential</li><li>Have good management integrity, capability and performance track record.</li></ul>

Nanocap Champs

We discover nano cap companies with market cap of less than 500 crore which has an independent and credible board using our proprietary database and board scoring algorithms. To learn more about our strategy, read more. We score boards based on the reputation of the board members depending on their previous work history, educational qualifications and association with other companies using advanced AI/ML algorithms. This is a systematic process where we generate proprietary data and apply tenets of behavioral finance like disposition effect, loss aversion, convenience yield. The process is a mix of algorithmic and discretionary fundamental stock picking. The process aims to use<ul><li>Public disclosure data to calculate independence of boards based on their reputation, gender diversity, professional links etc as factors.</li><li>Look for consistency of sales growth, operating margins and tax payment history</li><li>Look for adjustments to earnings using accounting principles and one time adjustments</li><li>Seek out turnover in the board and reasons for the same</li></ul> We expect these tiny companies to become mid sized companies compounding investor capital. The portfolio is constructed sector neutral to NSE Smallcap Index, providing sector risk diversification. DISCLAIMER: 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>&nbsp;&nbsp;&nbsp;

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

Wealth Compounder by Piper Serica

With a very large share of young population that has same consumption aspirations as rest of the world, the emerging sectors, that benefit rapidly from this changing demographic profile and high quality product/service aspiration, will grow much faster than the traditional sectors.&nbsp;By building a strong moat, the leaders&nbsp;&nbsp;of these sectors will grow at a much faster pace and create higher value for their shareholders.

Our objective: Multiply wealth over a long period of time by investing in natural compounders of earnings that produce above-average absolute returns with below-average business volatility.
Our Strategy: Identify FAST GROWTH SECTORS that are benefitting from changing demographic profile and consumption patterns.
Invest in LEADERS in these identified sectors that COMPOUND earnings for a very long period of time with very little business volatility.

Piper Serica

China Plus One Strategy - India Rising!

Current price is close to the real time NAV

Less expense ratio implies better returns over the long term

Expense Ratio

ETF has not been able to closely match its benchmark returns

Tracking Error

ETF has not been able to generate better price return than bank FD

Return vs FD Rates

Good time to consider, as ETF is not in overbought zone

Entry Point

Axis Healthcare ETF objective is to provide returns before expenses that closely correspond to the total returns of the NIFTY Healthcare Index subject to tracking errors

ETF	Tracking ErrorTracking Error	Expense RatioExpense Ratio	LiquidityLiquidity
Axis NIFTY Healthcare ETF	0.05%	0.34%	Low
Aditya BSL Nifty Healthcare ETF	0.55%	0.22%	Medium
ICICI Prudential Nifty Healthcare ETF	0.01%	0.15%	Medium
DSP Nifty Healthcare ETF	0.05%	0.20%	Low

Axis NIFTY Healthcare ETF

Axis NIFTY Healthcare ETF

NAV

Expense Ratio

Tracking Error

Return vs FD Rates

Entry Point

What are peers and why compare against them?

Peers & Comparison

Price Comparison