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Recent Big Buys

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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

Fundamental

Technicals

Relative

Smallcase Keymetrics

Growth At Reasonable Price

This strategy aims to invest in a basket of stocks across various sizes, ranging from small to mid cap companies. Our focus will be to identify companies displaying substantial growth and capturing them at a reasonable price. At times of lack of opportunity, we may be investing in liquid ETFs such as liquidbees.

Prudent Equity is a SEBI registered Research Analyst license holder. We have expertise in finding undervalued stocks. We bring 25 years of extensive experience in equities.

Prudent Equity

Underpriced Growth Gems

In the world of stock investing, it is not uncommon to come across undervalued stocks that have strong profit return and revenue but have not seen a significant rise in their stock prices. These stocks can present potential opportunities for investors looking for bargains or long-term growth prospects and an expertly balanced portfolio comprising mid-cap and small-cap equities.Let's dive into the key details:<ul><li>Competitive Advantage: These stocks enjoys a competitive advantage through its innovative product offerings and strong brand recognition within the industry. This positions the company favorably for sustained growth.</li><li>Industry and Market Analysis: The industry in which these stocks operate has experienced some recent headwinds due to regulatory changes. However, the long-term growth potential remains intact, and these stocks are well-positioned to capitalize on emerging opportunities.</li><li>Valuation Metrics: Despite its strong financial performance, the stock price of these stocks are currently undervalued relative to its peers, as indicated by metrics such as the price-to-earnings ratio (P/E ratio), price-to-sales ratio (P/S ratio), and price-to-book ratio (P/B ratio).</li></ul>

StoxBazar, a well-established and a reputable firm known for its expertise in the financial services industry. At StoxBazar, we offer a comprehensive range of research analysis services, consolidating all aspects under one roof. We pride ourselves on being among the select few SEBI registered organizations that provide research and information on the Indian capital markets, with a strong focus on Technical and Fundamental Analysis. Our firm has garnered a solid reputation among investors, brokers, and researchers alike.

StoxBazar

Growth & Income

This smallcase is based on the investment criterion set out by Kevin Matras, a US based investment expert, in his book "Finding #1 Stocks: Screening, Backtesting and Time-Proven Strategies".<ul><li>For better suitability, all the criteria have been adapted for the Indian markets</li><li>Companies which utilize their investments efficiently will be able to manage consistent earnings growth. This smallcase selects companies having better ROE and earnings growth compared to their respective sector averages</li><li>Sometimes, companies can manipulate earnings through bad accounting practices, but its harder to do that with cash. Thus, this smallcase uses the P/OCF (price to operating cash flow) ratio instead of PE (price to earnings) ratio to select companies available at attractive valuations</li><li>Additionally, this smallcase only selects companies experiencing positive dividend growth</li></ul>Use this smallcase to invest in efficiently managed companies at comfortable valuations

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

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

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

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.

Handpicked PSU Gems

For deep value investors looking for strong business with predictable cashflows and consistent dividend, this portfolio of carefully handpicked dominant and highly profitable public sector unit stocks across a diversified industries ranging from finance to mining to defence is an ideal long term strategy to stay invested in.

Founded by Mr Dick Mody, a 30 year veteran in the global financial markets , we are a one-stop-shop IFA firm offering a wide range of financial solutions to individuals, families & businesses. Our core ethos is to provide customized, unbiased & professional advice; ethically.

Ethical Advisers

Banking Privately

Private sector banks and NBFCs have been growing rapidly and are seen as an integral part of the Indian financial system.
<ul>
<li>Since the initiation of banking reforms in 1993, old and new private sector banks have been giving tough competition to government banks</li>
<li>Private sector banks have outperformed their public sector peers in multiple parameters like growth of bank network, productivity measures like profit per employee, management efficiency, capital adequacy, asset quality and liquidity </li>
<li>NBFCs have also played a key role in the development of the infrastructure sector and in providing credit to customers in unbanked areas</li>
<li>NBFCs have been growing in the mortgage business as well, competing with commercial banks </li>
<li>Other secular trends like low credit penetration in India compared to other economies and low NBFC credit as percentage of GDP provides huge opportunity for NBFCs to grow</li>
</ul>
This smallcase comprises private banks and NBFCs that are an advantageous position compared to government banks, which have been suffering from low profitability and high amount of bad loans.

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.

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.

Alpha Prime

This exclusive highly concentrated &amp; aggressive momentum investing strategy focusing on a curated set of 10 high-potential stocks displaying strong earnings momentum and trending opportunities. This is a high risk approach is precisely calculated to potentially reap exponential rewards. Our aim is to generate alpha returns that thrive amidst market volatility. Key highlights include:<ol><li>A concentrated, 10-stock portfolio hand-picked from the top 500 corporations.</li><li>Selected stocks demonstrating impressive momentum and potential for higher returns.</li><li>The potential for significant gains in bullish markets and resilience during high-risk scenarios.</li><li>Weekly portfolio rebalancing &amp; high portfolio churn to seize fresh trending &amp; emerging opportunities.</li></ol> Elevate your investments with our high risk, high momentum alpha generating strategy coupled with intelligent risk management.

Elevate your investing journey with our AI-powered robo-advisor! Leveraging quantitative research, factor modeling & machine learning, Wright Research empowers the right investments.

Wright Research is a SEBI registered investment advisor with one of the oldest momentum smallcase and balanced multifactor smallcase on the platform. With over 25,000 users who have trusted our methodologies & investments across smallcase, equity and mutual funds, Wright Research focuses on data driven decision making to select high quality stocks with the potential to outperform.

Wright Research

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.

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

Energy Tracker

The Indian energy sector consists of oil &amp; gas as well as power companies. •	Electricity demand in the country has increased rapidly and is expected to rise further in the years to come, which is why massive addition to the installed generating capacity is required.•	Government’s focus on attaining ‘Power for all’ has accelerated capacity addition in the country.•	Total installed capacity of power stations in India stood at 395,070 MW as on January 2022, showing tremendous growth over the past 5 years.•	Government is focusing on expanding gas infrastructure across the country. 100 more districts in the next 3 years will be added to the City Gas Distribution network.•	Government has also been supporting the sector by allowing 100% FDI in different segments.•	As part of Budget 2021-22, a power distribution sector scheme will be launched with an outlay of ₹3.06 lakh crores over 5 years. This smallcase comprises coal, power transmission &amp; distribution, power trading, gas distribution, power generation and oil &amp; gas companies to allow investors to efficiently track and invest in the energy sector.

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.

CWA Everest 10

Recommended Investment amount : 5 to 15 lakhs, Recommended investment duration : 3 years.<ul><li>CWA Everest 10 is a Systematic Long-only portfolio run by Compounding Wealth Advisors LLP.</li><li>CWA Everest 10 Tracks Nifty 500 Index and invests in the best suited 10 Stocks of the Index</li><li>Every stock gets approximately 10% 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. 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

Quantace Defence Stars

Quantace's Preferred Picks in the Defence Theme <ul><li>Stock Selection - Concentrated treasure basket of 3-8 stocks selected from NIFTY Defence Universe</li><li>Rebalancing - Rebalancing is done once every week</li><li>Performance - Historically has given a superior risk-adjusted return than the benchmark</li><li>Hedging - In times of extreme volatility, we increase our exposure to LIQUIDBEES or add exposure to instruments like GOLDBEES &amp; SILVERBEES</li><li>Since this is a Sector/Thematic Basket, you will be exposed to this Risk.</li></ul> At Quantace, we understand that every investor's needs and goals are unique. That's why our Defence Stars Smallcase is NOT a pre-set Model Portfolio. Instead, we recommend working with a trusted Investment Advisor to customize the allocation of stocks based on your individual risk profile, ensuring that the portfolio is tailored to meet your specific financial goals. Please note that past performance can't guarantee future results, and it's essential to read the prospectus and consult with a financial advisor before investing.

Simplifying Investing using AI & ML Methods. We are Democratizing High-Quality Quant Investing for Retail that was once reserved for HNIs and Institutions.

Quantace Research

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>

Three Wise Kings Portfolio

Recommended tick size: 50 K plus. One Constant King (ETF) would be NIFTYBEES (Nippon India Nifty 50 Bees ETF).For the other two kings (stocks) in terms of valuation (Entry points) we follow technical parameters like (but not restricted to) Pattern breakouts, Relative Strength Index, Money Flow Index, Daryl Guppy MMA and Fibonacci Retracements. We also might take asset allocation bets by incorporating promising ETFs in International, Cash, Debt and Gold Segments. This serves both for reducing risk and for increasing returns.

Solomon Investments is a family managed business in financial distribution and wealth advisory.  Solomon Henry Pinto is a SEBI Registered Research Analyst and a Certified Financial Planner.

Solomon Investments 

Wright ⚡️ Momentum

Explore the potential of our high momentum strategy, which balances performance and volatility for the opportunity of long-term growth and the potential to outperform the index.Key highlights include:<ul><li>Track record of consistently outperforming benchmarks in diverse conditions.</li><li>A diverse, 20-25 stock portfolio, handpicked from the top 500 universe.</li><li>High-quality stocks with strong momentum and low volatility.</li><li>Return potential in bull markets and resilience in high-risk regimes.</li><li>Monthly portfolio rebalancing to maintain low turnover.</li></ul>Invest in our Momentum Strategy for potential rewards, supported by proven performance and smart risk management.

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

MNC Momentum

The theory goes that multinational companies are better-run in terms of corporate governance, better stability in operational performance and strong balance sheets. If that theory is true, then as a universe MNCs should outperform broader markets with lower volatility over the long run. Our strategy tests this hypothesis by applying the momentum filter in order to choose what's popular.

Flameback Capital’s investment approach is based on finding investment strategies that offer consistent returns through identification of patterns that are investable, persistent and offer repeatable sources of returns which are grounded in sound economic logic. Once an investment strategy is developed, it is implemented with discipline in order to be driven more by knowledge than emotions.

Flameback Capital

Quiver

NIFTY Bluechip - Largecap

Quantace Bluechip Smallcase - The ultimate choice for maximizing returns while minimizing risk. Experience the power of bluechips with Quantace's Bluechip Smallcase. Invest in top-performing stocks with a recommended investment of 5 Lakhs and watch your wealth grow.Invest today and experience the difference with Quantace Bluechip Smallcase! <ul><li>A concentrated treasure basket of 5-8 hand-picked bluechip stocks from the NIFTY 50 Universe</li><li>High liquidity and quality stocks for better margin of safety</li><li>Monthly Rebalanced to ensure optimal performance</li><li>Superior risk-adjusted returns, backed by historical performance data</li><li>In extreme market volatility, we increase exposure to LIQUIDBEES/GOLD</li><li>Backtested annualized returns of 22-23% with an annualized risk of 23-24%</li><li>Recommended holding period of 3 years for maximum returns</li></ul> At Quantace, we understand that every investor's needs and goals are unique. That's why our Bluechip Smallcase is NOT a pre-set Model Portfolio. Instead, we recommend working with a trusted Investment Advisor to customize the allocation of stocks based on your individual risk profile, ensuring that the portfolio is tailored to meet your specific financial goals. Please note that past performance can't guarantee future results, and it's essential to read the prospectus and consult with financial advisor before investing.

Bluechip High Growth Low Valuation Strategy

Infra Tracker

The infrastructure sector is a key driver for the Indian economy as it is responsible for propelling India’s overall development and enjoys the intense focus of the government. The infrastructure sector has a multiplier effect ranging from 1.2 to 1.5 times on the GDP i.e. for every rupee spent on infrastructure, the economy grows by an additional ₹1.2 to ₹1.5.In just a decade, from 2013 to 2023, the percentage of the total budget allocated to infrastructure has surged from 13% to an impressive 22%. The Indian government has been actively promoting infrastructure development through various initiatives such as the PM Gati Shakti (multi-modal logistics development), Bharatmala Project (road development), Sagarmala Project (port-led development), Smart Cities Mission, AMRUT (urban infrastructure), and Pradhan Mantri Awas Yojana (housing for all). These initiatives provide a strong impetus for infrastructure growth.100% FDI is permitted under the automatic route across various infrastructure sectors. FDI in the construction development sector (townships, housing, built-up infrastructure, and construction development projects) and construction (infrastructure) activities stood at $26.23 bn and $28.95 bn, respectively, between April 2000 and September 2022This smallcase comprises construction &amp; engineering, water management, cables, ports, and cement companies to allow investors to efficiently track and invest in the infra sector.

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

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>

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

Top 100 Stocks

smallcase invests in top 100 marketcap companies using Nippon India ETF Nifty Bees for top 50 companies and Nippon India ETF Junior Bees for 51-100 marketcap companies<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>

Cement

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

The Nifty Next 50 Index represents 50 companies from Nifty 100 after excluding the Nifty 50 companies.

NSE To Launch Derivatives On Nifty Next 50 Index Starting April 24

Shriram Finance to replace UPL in NSE’s Nifty 50 Index from Mar. 28, 2024. Other changes in Nifty Next 50, Nifty 100, Nifty Midcap Select, and Nifty 500 were also announced.

Shriram Finance To Replace UPL From NSE’s Nifty 50 Index

The company’s market capitalisation stood at Rs 53,315 crore, surpassing the level of some large-cap companies in the Nifty 100.

Can Tata Technologies Become A Large Cap?

Smart-beta funds, focussed on Nifty100 Low Volatility 30 Index, aim to reduce volatility when equity markets ride high and experts predict a correction ahead. But even diversified funds invest in such stocks

Nifty @20K: Can these low volatile stocks cushion your portfolio volatility?

The index committee undertakes rebalancing of the indices twice a year, according to the NSE Indices calendar.

NSE Semi-Annual Review: ACC, Nykaa Out Of Nifty 100; PNB, TVS Motor Added

The category offered an average return of around 3.28% in July. The schemes are benchmarked against NIFTY 100 - TRI, and S&P BSE 100 - TRI. The benchmarks offered 3.13% and 3.09% respectively.

50% large cap schemes manage to beat their benchmarks in July

The demerged entity will also be included in the Nifty 100, Nifty 200, and Nifty 500 indices, as well as other sectoral indices.

Jio Financial Services To Trade As Part Of Nifty 50, Sensex For Three Days Starting July 20

Apart from Nifty 50, Jio Financial Services will be included in 18 other indices, including Nifty 100, Nifty 200, Nifty 500, says NSE

NSE to conduct special pre-open session for RIL on July 20 as Jio Financial set to enter Nifty 50

LTIMindtree’s exit from the Next Nifty 50 has paved way for the entry of Jindal Steel & Power in the index. Besides, the steel manufacturer’s stock will replace HDFC in the Nifty 100 index as well.

Jindal Steel gains 2% on hopes of $30-million inflow after Nifty Next 50 entry

Also, Mankind Pharma will replace HDFC Ltd in Nifty500 index on July 13, said NSE on Tuesday

HDFC-HDFC Bank merger: LTIMindtree to enter Nifty50 in place of HDFC, JSPL to enter Nifty100

During April-June quarter in 2023, the large cap category offered an average return of around 11.57% return. During this time period Nifty50 and S&P BSE Sensex surged 10.29% and 9.49% respectively. The benchmark indices Nifty 100-TRI and S&P BSE 100-TRI offered around 11.60% and 11.84% return.

Large cap mutual funds offer 7% in Jan-June; topper gives 11%

LIC MF ETF-Nifty 100 objective is to provide returns that closely correspond to the total returns of securities as represented by NIFTY 100 INDEX, subject to tracking errors