Ashish Kacholia recent bets

Vijay Kedia recent bets

Recent Big Buys

Top deal-making stocks

Most insider traded stocks

Leading investors

House of Murugappa

KamayaKya - Value Buy Opportunities 

This smallcase is designed based on the time-tested philosophy of value investing, which aims to identify companies with a competitive advantage or moats that are undervalued by the market, and have the potential to deliver superior returns in the long run.&nbsp; Our investment philosophy is based on identifying hidden gems - emerging companies with enormous potential but often overlooked by the market participants. We do this by cutting through the market noise and leveraging our extensive research capabilities, including management interactions and channel checks, to minimize risks for our clients. We carefully select these stocks after studying several key factors, including cash flow, top-line and bottom-line growth, promoter holding, management quality, valuations, and more. We also focus on fundamental triggers such as capacity expansion, debt reduction, change in management, industry tailwinds, favorable government policies, structural stories, turnaround plays, and more.

KamayaKya is your trusted investment guru, ready to guide you towards the best smallcap and midcap stocks with solid research and data-driven insights.

We're a SEBI Registered Research Analyst firm dedicated to helping you build your wealth through expert stock recommendations. Our focus is on identifying hidden gems – emerging companies with enormous potential that have been overlooked by the market. By leveraging our extensive research capabilities, including management interactions and channel checks, we're able to cut through the noise and provide you with actionable insights that minimize risk and maximize returns. 

KamayaKya

Fundamental

Technicals

Relative

Smallcase Keymetrics

Insurance Tracker

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>

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

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

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.

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.

The Great Indian Middle Class

India is an emerging economy with a growing middle class with 45 crore people expected to be added to this category in the next 15 years.<ul><li>Rise in middle class population leads to increased discretionary income, which is the portion of individual’s income that is left after spending on necessities like food and rent</li><li>This income gets spent on luxury items like skin care products, branded clothes, entertainment, etc</li><li>Expected increase in discretionary spending over the next decade will directly affect categories like transportation, food &amp; beverage, education, entertainment &amp; leisure facilities</li></ul>This smallcase includes companies that are expected to benefit from the growth in the Indian middle class.

House of Bajaj

The Bajaj group of companies was founded by Jamnalal Bajaj in 1926. The core business of the group is diversified across sectors such as automotive, consumer finance, insurance, steel, consumer appliances, tours &amp; travels, and industrials.&nbsp; <ul><li>The group has household automotive brands like Pulsar and Avengers and financial brands like Bajaj Finance &amp; Bajaj Finserv in its portfolio.&nbsp;</li><li>Bajaj Auto has sold more than 18 million motorcycles sold in over 70 countries. It is also India’s top motorcycle exporter – two out of three bikes sold internationally are from Bajaj. The company is also the world’s largest manufacturer of three-wheelers.</li><li>On the other hand, Bajaj Finance, the consumer finance business of the group had 3,714 locations and 1,43,900+ distribution points as of December 2022.</li><li>3 of the 7 listed companies of the group are part of the Nifty 50 index. As of March 2023, these Nifty companies have a market cap in excess of ₹6.5 lakh crores.</li></ul> This smallcase is suitable for investors seeking exposure to leading consumer-facing companies of the Bajaj group.

Realty Tracker

Real estate sector in India is expected to reach US$ 1 trillion by 2030. By 2025, it is expected to contribute 13% to the country’s GDP. <ul><li>Rapid urbanization bodes well for the sector. The number of Indians living in urban areas is expected to reach 525 million by 2025. More than 70% of India’s GDP will be generated from urban areas by 2020.</li><li>Residential segment contributes ~80% of the real estate sector. Housing launches across the top eight Indian cities increased 23% y-o-y in 2019 to 223,325 units.</li><li>Government of India’s Housing for All initiative and its move to grant “infrastructure status” to affordable housing projects is expected to bring US$ 1.3 trillion investment into the housing sector by 2025.</li><li>On February 29, 2020, India formally approved 417 SEZs, of which 238 were already in operation. Majority of the special economic zones (SEZs) are in the IT/ Business Process Management sector. Growth in service sectors like IT/ITeS, BFSI &amp; Telecom will drive the demand for office space in Tier 2 cities.</li></ul> This smallcase comprises real estate companies and REITs to allow investors to efficiently track and invest in the realty sector.&nbsp;&nbsp;

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

Promising Bluechips

<ul><li>This is an investment strategy that identifies high-quality businesses that can stand the test of time and create wealth over years to come.</li></ul> <ul><li>This small case picks from the top 500 stocks listed on NSE.</li><li>It consists of companies that have an economic moat around them because of their high Margins.</li><li>Fundamental criteria like return on equity, debt to equity, and promoters' pledge&nbsp;percentage are used to build the quality score.</li><li>Additionally, only the companies experiencing increasing operating cash flows are included in this small case.</li><li>The portfolio will be monitored every week however rebalancing will be done when the need arises to generate relatively higher returns by assuming the least possible risks and the investor will be intimated about rebalancing via email.</li><li>Chat with us if you know have any queries/doubts- <a href="https://wa.me/message/ORB5XR3R7LJ4J1" rel="noopener noreferrer" target="_blank">https://wa.me/message/ORB5XR3R7LJ4J1</a></li></ul>

Marketgoogly is a financial advisory and tech-based investment platform with simple goals such as spreading financial literacy, simplifying investing, and long term wealth creation. We believe in making investing rewarding and offer a range of financial services like Financial Planning, Personal finance, Equity, Mutual fund, and alternative investment advisory services.

Marketgoogly

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.

Teji Mandi Flagship

The Teji Mandi Flagship provides index-beating premium stock advisory &amp; education. 1)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Liquid stocks: We pick stocks from Nifty 500, providing optimum liquidity2)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Focused stock picking: We combine a portfolio of short term tactical bets with long term winners. This ensures that the investor gets the advantage of stocks that would compound over a 12-18 month period, and is able to take advantage of special company/sector situations from a&nbsp;3-6 month perspective.3)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Disciplined selling: We look to protect investor capital by exiting stocks under 3 situations:a. Company or industry fundamentals have started to changeb. Too much negativity around a company or sectorc. An extreme macroeconomic/market situation. In some cases, we will exit volatile stocks, and hold the corresponding percentage of the portfolio in stable Liquid ETFs such as ‘Liquid Bees’. Once an opportunity arises, we will deploy the capital in stocks which meet our criteria.

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

H2 MULTICAP STRATEGY

H2 MULTICAP STRATEGYThis strategy of Portfolio is for long term nature. Horizon for this strategy is about 5 to 10 years.If anyone wants quick money in the short term then this strategy is not suitable for you. As Warren buffet rightly says "You can't produce a baby in 1 month by getting nine women pregnant". This strategy gives a combination of quality Mid and Small Cap stocks primarily based on growth parameters.PORTFOLIO CHARACTERISTICS·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Diversified portfolio of ~ 15-25 stocks·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Value + Growth + Technical Strategy·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Equal Weighted to start with and every time we remove or add a stock we rebalance it to equal weightThis small case portfolio is structured to be long-term in nature and it is highly recommended only for subscribers who have an investment horizon of at least 5 to 10 years. H2&nbsp;INVESTMENT MANAGERS will always prioritize longevity of healthy returns over short-term high returns.We suggest a minimum investment &gt; 3 lakhs in this small case portfolio (lump sum or over a period) for the fees to make economic sense.The focus is to create long-term wealth for subscribers. We will focus a lot on behavioral aspects of investing and focus on process.

Hitesh Chauhan is a Chartered Accountant and SEBI registered Research Analyst (INH000007030). He has been associated with equity markets for more than 18 years in various capacities as equity portfolio adviser to various HNI’s and now a full time investor and investment advisor. He has also taken lectures at ICAI on Equity Markets. This association has helped him inculcate so many learnings from Mr. Market riding through the ups and downs, and there is no short cuts to make wealth. The biggest learning has been that one has to be a keen learner in markets throughout one's life.

H2 INVESTMENT MANAGERS

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

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>

Dividend Kings

This smallcase provides exposure to companies that generate higher dividend yields. Investors looking for stable returns can invest in this smallcase to benefit from high dividends which get re-invested and price appreciation of the stocks. This smallcase comprises companies across diversified sectors providing a balance between stability and growth.This smallcase invests in the following ETFs:<ul><li>Nifty Dividend Opportunities 50 is designed to provide exposure to high dividend-yielding companies listed on NSE. The index comprises sectors like consumer goods, IT, construction, power, etc</li><li>Bharat 22 and CPSE represent large public sector companies with high dividend yields. This index comprises sectors like power and energy, metals, construction, engineering, and financials</li></ul>

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

Angel One

APNA STAYVAN

#STAYVAN ke saath har week nivesh, life mein dega sub kuch vishesh aur banega BHARAT shrest. <ul><li>Trusted by over 10,000+ subscribers and growing by being no. 1 in under Rs. 2,000/- minimum amount investment category.</li></ul> <ul><li>This smallcase has 7 independent stocks all under Rs. 100/- market price from different sectors and different market cap.</li></ul> <ul><li>Reach lumpsum investment above Rs. 1,00,000/- and then on each SIP invest 3% of the capital investment or Rs. 3000/- whichever is above.</li></ul> STAYVAN's SIP unique strategy explanation : <ul><li>Averages buy on Price and not on time. Thus, your buying entry shall always be cheaper than your previous buy. Thus the re-balance could occur the next day or after an infinite period but only when the prices hit a lower trigger price to average buy.</li></ul> <ul><li>Books profit at higher levels of the buying done at lower levels. It books profit and also generates cash for compounding of capital for the long term.</li></ul> <ul><li>Parks excess and profit booked funds into the balancer etf / stock / other instrument to provide diversification and also keep on generating returns on the investment rather than allowing it to lie as credit balance in the ledger without any returns.</li></ul> <ul><li>Designed to provide comparative better returns over a decent period of time. Short term investors should avoid investing in this smallcase.</li></ul> These are no financial or other advices regarding any investments. Re-balance actions are completely at investors discretion. Consult your financial advisor before investing. No services other than those prescribed by SEBI for registered RESEARCH ANALYST are intended or shall be provided. No refunds shall be made under any circumstances.

Dipen Shah with his more than 18 years of market experience has designed 20 strategies with 100% potential to outperform markets.

Stayvan

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

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>If you are an existing investor of Omniscience Capital on an AUM Fee model, please contact us before subscribing to this product.</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 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

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.

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

Mi EverGreen

<a href="https://youtu.be/Ro15A-ldTv8" rel="noopener noreferrer" target="_blank">Mi Evergreen </a>is a dynamic strategy which aims to outperform the underlying benchmark CNX200.&nbsp;This index comprises 200 large and mid-cap names which are the top-quality stocks in the markets. This product is suitable for use in all stages of the market cycles as it is designed to invest in the strongest stocks in the pack at any point. Additionally, there is a permanent hedge of Gold available here.&nbsp;<ul><li>This portfolio consists of 20 stocks selected from the CNX200 universe</li><li>All stocks start at near 3.75% weightage of the entire portfolio</li><li>Gold ETF makes up for 25% of the portfolio</li><li>The stocks are selected based on the momentum ranking and every month a rebalance ensures that the strongest of the pack remains in the portfolio.&nbsp;This is akin to the concept of survival of the fittest.</li><li>Winners are allowed to run while losers are removed at the next balance if they meet the exit criterion.</li><li>The historical performance of this portfolio has beaten the benchmark by a wide margin</li><li>This is a monthly rebalanced portfolio. This helps in keeping the churn and the transaction costs low.</li><li>There is zero discretion of the manager in running this portfolio. The strategies have been rigorously back tested on years of data to prove their efficacy.</li><li>This is one of the more popular products at Weekendinvesting.</li><li>The optimal size for investing in this portfolio is INR 5 to 30 lacs</li></ul> A complete video on Mi EverGreen can be seen here<a href="https://youtu.be/Ro15A-ldTv8" rel="noopener noreferrer" target="_blank">https://youtu.be/Ro15A-ldTv8</a>

Momentum Investing has been synonymous with WeekendInvesting since 2016.
The first smallcase manager with more  than 13000 current users who have trusted our systems. 

Come join us! Build your long term wealth with just 2 min effort per week.

You can engage directly with Alok at https://twitter.com/WeekendInvestng

Weekend Investing

Omkara Opportunities Smallcase

Speciality Chemicals

Speciality chemicals are specific items that are used in low quantities for the production of high-value goods<ul><li>Indian middle class is leading a dramatic change in demand for items like food, clothing and transportation, which is primarily driving demand for speciality chemicals</li><li>For example, caramel manufactured from sugar is a commercially produced speciality chemical. Caramel colouring is extensively used to manufacture soft drinks and confectionery items</li><li>Production of speciality chemicals allows customer stickiness and leads to high revenue predictability</li><li>Since price of speciality chemicals is determined through negotiations, increase in raw material costs can also be passed on to protect margins</li></ul>This smallcase comprises companies manufacturing speciality chemicals that are used in a wide range of industries like automobiles, pharma, textiles, food processing, agrochemicals, etc

Omni Power - Electrifying India

RATIONALE:<ul><li>India is expected to overtake China as the largest energy growth market during the 2020s. The NIP has targeted INR 24 lakh crores towards power infrastructure, both renewable and conventional by 2025.</li><li>The biggest beneficiaries will be the nodal power finance companies with a potential revenue growth of 15% over the next decade.</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>If you are an existing investor of Omniscience Capital on an AUM Fee model, please contact us before subscribing to this product.</li><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>

Shariah ESG 

Shariah – ESG <ul><li>15 Large Cap ESG Sector Leaders shariah-compliant stocks</li><li>This smallcase meets the basic stipulations as commonly agreed and approved by contemporary Shariah scholars across the globe and is approved by ShariahCap Advisors LLP.</li><li>90% of investors think ESG portfolios perform as well or better than non-ESG. Portfolios that integrate environmental, social and governance factors are likely to&nbsp;perform&nbsp;as&nbsp;well&nbsp;or&nbsp;better than non-ESG investments, say 90% of institutional investors.</li><li>All investments will be withdrawn from the smallcase, which was shariah-compliant at the time of making investments but subsequently became Shariah non-compliant whether on business or financial parameters or both. Such investments will be withdrawn within 60 days of the company being declared Shariah non-compliant. The change will be made at the time of re-balancing and reason for exit of the company will be indicated with reason (i) Shariah Reason (SR) or (ii) Other Reason (OR).</li><li>Investment objective is long term appreciation.</li><li>There is no expense ratio, no exit charges and fee are charged based on the assets of the client.</li><li>Stringent financial ratios</li><li>Comparable with conventional Large Cap mutual funds.</li><li>For full compliance with shariah law investors are required to purge the pro-rata portion of interest income accrued on their holding of shares in a company.</li></ul>

 A perfect investment companion to realize your financial aspirations, SenSage offers holistic Islamic Wealth-Building as well as precise financial guidance for faith-based investors. From investing in equity, mutual funds and exchange traded fund to custom based goal including education.

The ideal combination of high-end technology and investment research expertise, SenSage secures your future by designing personalized shariah-compliant portfolios, risk profiling, combining apt assets and executing accurate timely changes. Being a value-oriented specialized SEBI Registered Investment Adviser, we generate and sustain your wealth ethically. 

SenSage

Growth at a Fair Price

Growth companies experiencing positive earnings growth and having a reasonable valuations, while growing at a rate faster than the overall economy<ul><li>Growth companies often reinvest their earnings into numerous opportunities instead of paying dividends. Their rapid business expansion and escalating earnings typically result in higher valuations.</li><li>However, prudent investment dictates a balanced approach to pricing. Regardless of a company's excellence, it's crucial to avoid overpaying. This is especially true for growth companies, where keeping valuations in check is important.</li><li>While these companies present attractive investment prospects, their often steep valuations necessitate a careful evaluation to determine if they are priced appropriately for their growth potential and financial health.</li><li>This smallcase is a carefully curated selection of High-Growth Companies available at reasonable valuations.</li><li>Additionally, companies that demonstrate a higher ROCE, alongside maintaining healthy profit margins are selected.</li></ul>You can access the asset allocation version of this smallcase with better risk-adjusted returns <a href="https://www.smallcase.com/smallcase/growth-at-a-fair-price-asset-allocation-version-SCMO_0042" rel="noopener noreferrer" target="_blank">here</a>

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.

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.

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>If you are an existing investor of Omniscience Capital on an AUM Fee model, please contact us before subscribing to this product.</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 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>

Current price is far from 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 been generating better price return than bank FD

Return vs FD Rates

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

Entry Point

HDFC Sensex ETF-Growth objective is to provide investment returns that, before expenses, closely correspond to the total returns of the Securities as represented by the S&P BSE SENSEX Index subject to tracking errors

ETF	Tracking ErrorTracking Error	Expense RatioExpense Ratio	LiquidityLiquidity
HDFC S&P BSE Sensex ETF	0.08%	0.05%	Medium
SBI S&P BSE Sensex ETF	0.04%	0.04%	High
ICICI Prudential S&P BSE Sensex ETF	0.04%	0.03%	High
UTI S&P BSE Sensex ETF	0.04%	0.05%	Medium

HDFC S&P BSE Sensex ETF

HDFC S&P BSE Sensex ETF

NAV

Expense Ratio

Tracking Error

Return vs FD Rates

Entry Point

What are peers and why compare against them?

Peers & Comparison

Price Comparison