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.

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.

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Fundamental

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Smallcase Keymetrics

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.

Rising Rural Demand

With 64% of India's population living in rural areas, the rural sector is one of the major driving forces behind India's economy. Nearly 55% of the population relies on agriculture for their livelihood and it contributes 17% to the nation's GDP. The rural sector has been a key driver of the Indian economy.&nbsp; <ul><li>Thanks to government initiatives, increased disposable income, and infrastructural development, rural consumption is on the rise. It is estimated that consumption in rural India is growing at 1.5 times the rate in urban India.</li><li>Rural development has also been the key priority for the Indian government consistently over the years.</li><li>As part of Budget 2023-24, the total outlay towards major agriculture and rural development projects stands at ₹2 lakh crores</li><li>Agri-focused schemes like Pradhan Mantri Krishi Sinchai Yojna, Krishionnati Yojana and Pradhan Mantri Kisan Sampada Yojana have seen a significant jump in allocation.&nbsp;</li><li>With the growth of rural markets, more and more companies will focus on tailoring their products and marketing strategies to cater to the unique needs and preferences of rural consumers.&nbsp;</li></ul> This smallcase has companies that either derive a significant amount of their revenue from rural India or are striving to enhance their foothold across rural markets to benefit from increasing rural demand.

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.

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 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.

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.

FMCG Tracker

The FMCG sector is the 4th largest sector in the Indian economy and is expected to grow at a compounded growth rate of 23.15% to reach US$ 103.70 billion by FY21 from US$ 68.38 billion in FY18. <ul><li>Increased brand consciousness has been driving the growth of the organized FMCG sector. Growth in modern retail will further drive the growth of the organized FMCG sector</li><li>Increasing internet penetration and online grocery stores has provided new sales channels for FMCG companies</li><li>Rural population which accounts for 65% of India's total population has only 45% revenue share in FMCG sales. Increasing disposable income and consumption in rural areas provides a large untapped market</li><li>Government has allowed 100% FDI in food processing and single-brand retail and 51% in multi-brand retail, this will provide high visibility for FMCG brands in organized retail markets, bolstering consumer spending and encouraging more product launches</li></ul> This smallcase comprises food &amp; beverages, tobacco, household products, batteries and personal products companies to allow investors to efficiently track and invest in the FMCG sector.

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Recent Big Buys

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Insurance Tracker

India's insurance market is well-positioned to become one of the largest insurance markets globally within the next decade, attracting both domestic and international players. As per the Insurance Regulatory and Development Authority of India (IRDAI), India’s insurance industry is projected to reach $222 billion by 2026 and become the sixth-largest insurance market globally, surpassing countries like Germany, Canada, Italy, and South Korea.&nbsp; <ul><li>Since life insurance penetration accounts for less than 5% of the GDP in India, there’s a huge untapped market for both existing and new players. The life insurance industry in India is projected to achieve significant growth, with premiums expected to reach ₹24 lakh crore ($317.98 billion) by fiscal year 2030-31.&nbsp;</li><li>India ranks as the 4th largest general insurance market in Asia and the 14th largest globally.</li><li>As per the Insurance Regulatory and Development Authority of India (IRDAI), the insurance industry in India is projected to reach $222 billion by 2026, propelling the country to become the sixth-largest insurance market globally within the next decade</li><li>India’s burgeoning middle class, rapid digitalisation, increasing awareness about financial well-being and robust regulatory support will drive the growth of the insurance industry.&nbsp;</li></ul> This smallcase comprises listed insurance companies to allow investors to efficiently track and invest in the insurance sector.&nbsp;

House of Murugappa

Murugappa group started as a money lender in 1900 in present-day Myanmar. Subsequently, the group diversified into textiles, agriculture and financial services. At the time of World War II, the company moved its assets into India and established its headquarters in present-day Chennai.&nbsp;&nbsp;&nbsp;&nbsp; <ul><li>The Murugappa group operates across 40 countries in diverse sectors like financial services, agriculture, engineering, textile, and real estate development.</li><li>With a legacy of 120+ years and household brands like Hercules, Parry’s, Chola and more under its belt, the Murugappa group has an excellent reputation and track record of building successful businesses.</li><li>For FY22, the group posted a turnover of ₹54,722 crores and a net profit of ₹5,520 crores, registering a year-on-year growth of 31% and 23% respectively.&nbsp;</li></ul> This smallcase will provide exposure to a diverse group of efficiently managed, fast-growing companies.&nbsp;&nbsp;&nbsp;

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.

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.

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.

Safe Haven

<ul><li>The Safe Haven smallcase gives investors exposure to market beta factor. Market beta is a measure of a security's or investment's sensitivity to movements in the overall market. Market beta expresses the degree to which an asset tends to move with the broad market.</li><li>Stocks selected in this smallcase have low market beta and such securities are less volatile than the overall market. Low beta stocks are often considered more defensive during market downturns. Including low beta stocks in a diversified portfolio can help reduce overall portfolio risk.</li><li>The smallcase’s selection criteria also checks for favorability amongst institutional investors and brokers and promoters have not reduced their holdings in the company.</li></ul>

House of Mahindra

Mahindra &amp; Mahindra (M&amp;M) was founded as a steel trading company in 1945. It subsequently forayed into the automotive industry by acquiring a license to assemble the iconic Willys Jeep.&nbsp; <ul><li>By the 1960s, the company had diversified into farm mechanisation and started manufacturing tractors. Currently, it is the largest tractor company in the world by volume and sells in over 50 countries.&nbsp; M&amp;M consolidated its hold on the Indian tractor market after acquiring Punjab Tractors (now Swaraj) in 2007.&nbsp;&nbsp;</li></ul> <ul><li>The company took the SUV market by storm by launching the iconic Mahindra Bolero in 2000, which was the highest-selling SUV for 10 years in a row.&nbsp;</li></ul> <ul><li>Today, the group operates across 22 different industries like automotive, farm equipment, logistics, financial services, defence manufacturing, etc. with a presence in 100+ countries, and 250,000+ employees and derives half of its revenues from abroad.&nbsp;</li></ul> <ul><li>The group’s listed companies have a combined market cap of more than Rs. 3 lakh Crore as of January 2023, and 2 of them are part of the Nifty 50 index.&nbsp;</li></ul> This smallcase will provide exposure to a diverse group of companies from the iconic Mahindra Group.

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.

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

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.

Bringing the Bling

Rising disposable income, improving brand awareness and increasing purchase power have changed India&rsquo;s spending habits.
<ul>
<li>There is a surge in expenditure on luxury goods and services, a trend that is expected to continue</li>
<li>These goods and services include high-end jewellery, high-brand cosmetics, apparels, luxury cars, consumer electronic goods, etc</li>
</ul>
This smallcase comprises companies that are catering to India&rsquo;s increasing affinity for luxury goods and services.

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

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.

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

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>

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

Teji Mandi Multiplier

The multiplier portfolio is a concentrated yet well diversified portfolio of midcap and smallcap stocks. These are stocks that are likely to be winners of tomorrow, and hence hold the promise of significant wealth creation in the times to come. Certain tenets of the portfolio: Capital Allocation: We look for companies with a superior track record of capital allocation. Excellent corporate governance and capital allocation track record and strong sustainable competitive advantages ensure that we identify winners. Low coverage of mid and smallcaps: Analyst coverage of mid and smallcap stocks is much lower than large caps. This gives the fund manager an edge in spotting good businesses early and generating higher alpha. Favourable cyclical upturn: Small and midcaps tend to perform in extremes and revive sharply after bouts of negative returns. After the correction in small caps in the last 3 years, we expect a significant revival in performance

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

Pharma Tracker

Indian pharmaceutical sector is estimated to grow to US$ 100 billion by 2025. Branded generics dominate the pharmaceuticals market, constituting nearly 80% of the market share in terms of revenues. Pharma sector is expected to generate 58,000 additional job opportunities by 2025. Indian companies received 336 Abbreviated New Drug Application (ANDA) approvals from the USFDA accounting for 40% of total final ANDA approvals in 2019. A large pipe-line of high-value drugs as well as decline in regulatory alerts for larger companies is expected to drive growth. This smallcase comprises pharmaceutical and life sciences companies to allow investors to efficiently track and invest in the pharma 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.

Mi_NNF10  Momentum

<a href="https://www.youtube.com/watch?v=K9hy3euyN40" rel="noopener noreferrer" target="_blank">Mi NNF10</a> is a dynamic strategy which aims to outperform the underlying benchmark Nifty Next 50.&nbsp;These are the 50 large caps which have potential to enter Nifty at some point.&nbsp;This product is suitable for use in all stages of the market cycles as its design is to remain invested in the strongest 10 stocks in the pack regardless of market conditions <ul><li>This portfolio consists of 10 stocks selected from the Nifty Next 50 universe</li><li>All stocks start at near 10% weightage of the entire 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 the Mi_NNF10 can be seen here<a href="https://www.youtube.com/watch?v=K9hy3euyN40" rel="noopener noreferrer" target="_blank">https://www.youtube.com/watch?v=K9hy3euyN40</a>

Momentum Investing has been synonymous with WeekendInvesting since 2016.
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Come join us! Build your long term wealth with just 2 min effort per week.

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Weekend Investing

BM Vision 2030 Smallcase

This portfolio will participate in the megatrends that have and will emerge over the next decade. We do not want to buy cheap stocks but buy stocks that will become cheap due to growth in the underlying business.We will completely avoid absolute illiquid small caps which have entry and exit issues. Those stocks are like Abhimanyu easy to get in and almost impossible to exit.A concentrated portfolio of 12 stocks is enough to beat the underlying bench mark (Nifty 50).We will invest across sectors and market caps. Weightage will be 50% above or below the simple formula (100/No. of stocks).So if we have 12 stocks:•&nbsp;&nbsp;the maximum weightage will be 50% above 100/12 = 8.33% = 12.50%•&nbsp;&nbsp;the minimum weightage will be 50% below 100/12 = 8.33% = 4.17%

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

Wright 💡 Innovation 

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

Entry Point

“India is playing a very critical role in the IT sector and Indians are helping the world find solutions to global problems,” the CEO of a top American cloud security company Zscaler has said.

India plays very critical role in IT sector; Indians help the world find solutions to global problems: CEO of cloud security company Zscaler

Domestic benchmark indices rose on Monday, after facing hefty selloff last week, led by gains in private banks and IT stocks

Market Closing: Sensex, Nifty End Flat; Broader Indices Fall 1%; Titan Plunges 7% - News18

Volatile day of trade as Nifty slips below 22,400 levels after opening near record highs, Sensex falls over 1,000 points intraday. Nifty Bank too slumps over 500 points intraday, dragged by HDFC Bank & Kotak Mahindra Bank. 

#marketclosing #sensex #nifty #sharemarkettoday #stockmarketupdates #latestmarkettrends #cnbctv18 #businessnewsinenglish #businessnewstoday #businessnewsinenglish #sharemarkettoday 

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Market Closing LIVE | Sensex Sinks 1%, Nifty Below 22,400; Infra, IT Stocks Drag | CNBC TV18

HCL Tech’s headcount increase comes at a time when its peers TCS, Infosys, Wipro and Tech Mahindra reported decline

HCL Tech Headcount Increases By 2,725 in Q4, Adds 3,096 Freshers; Bucks IT Sector Trend - News18

Crisil Ratings predicts 5-7% growth for Indian IT sector in FY25, citing modest tech spending increase in US and Europe.

Indian IT sector staring at second straight year of muted revenue growth: Crisil

The Indian IT services sector is expected to face a second consecutive year of muted revenue growth due to modest increase in tech spends in Europe and the US, with a growth rate of 5-7% projected for FY25, according to Crisil Ratings.

Indian IT Sector To Face 2nd Year Of Muted Revenue Growth: Crisil

Nifty Realty, Nifty Oil and Gas, Nifty IT and Nifty Consumer Durables lead sectoral gains on the NSE.

Sensex Ends 90 Points Higher, Nifty Above 22,350; Bharti Airtel Jumps 3% - News18

Welcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Monday, April 22, 2024. My name is Nelson John. Let's get started:

The earnings season is in full swing for India’s 245 billion dollar IT industry. Over the last couple of weeks Indian IT giants like TCS, Infosys and Wipro announced their quarterly earnings for the last quarter of FY24. But what about the future of the industry that employs close to 5.4 million Indians? Recent deal wins and Gartner’s forecast have painted a pretty optimistic picture for the IT sector's future. For instance, Infosys just announced its highest-ever annual contract value at $17.7 billion for FY24, and it’s not just Infosys riding this wave. Wipro and TCS have also reported strong order books, with TCS raking in a whopping $13.2 billion in the last quarter alone. They’re all betting on better times post the upcoming US presidential elections, expecting a boost in client spending. Mint’s Shelley Singh takes a look at what the future could look like for the Indian IT industry amidst a rapidly declining workforce. Top three companies in the sector - TCS, Infy and Wipro saw a deduction of more than 64,000 in their workforce. 

Chocolates are about to get pricier and it’s not just regular inflation at work. Cocoa prices have shot up recently, and not just by a little. Crop failures in big cocoa-producing countries like Ivory Coast and Ghana, have sent cocoa prices up by 133 per cent since last June! Behind this failure is climate change, adverse weather and a crop disease that affects the root of the cocoa tree. India too is set to feel the pinch. This story by howindialives.com breaks down the bitter truth unfolding in the chocolate industry. Even though we grew about 30,000 tonnes of cocoa in 2022-2023, it wasn't enough to keep up with our chocolate cravings. We had to import close to 1 lakh tonnes of cocoa products like beans, butter, and powder last year, and with global prices on the rise, our costs have soared as well. This price hike might cool down later this year if the crop yields improve, but it’s not just about the weather. The cocoa market has some deep-rooted issues. Most cocoa farmers are barely scraping by, earning much less than what their valuable crops should bring in. 

India’s tech epicentre and the internet’s favourite city Bengaluru lately has been in the news for all the wrong reasons. Be it the soaring temperatures in a city otherwise famous for its “air conditioned” weather or the severe water crisis it’s been going through for the past couple of months. Amidst the empty tanks and drying lakes one has to ask whether the city’s companies are using its water judiciously. An analysis of Bengaluru-based top BSE-listed firms reveals an 11% spike in water usage in the last year, signalling the severity of the situation. 56 of the top 1000 listed companies on BSE are headquartered in Bengaluru. Only 45 had usable data, showing a collective water consumption increase to 33.3 million kiloliters in the fiscal year 2022-23. Notably, public sector companies saw a modest 2.2 per cent rise, while private sector firms ramped up their water usage by 21 per cent. Mint’s senior associate editor and data journalist Niti Kiran breaks down the water consumption pattern of each industry in Bengaluru Niti also takes a look at their water management practices.

Taylor Swift - the pop culture phenomenon had a terrific 2023, ending the year as the TIME magazine’s person of the year. This year too the pop juggernaut of Taylor Swift - with millions of “Swifties” behind her - doesn't seem to be slowing down. This next story, however, is not about her music. Taylor’s Eras Tour in Singapore not only dazzled fans but also showcased the innovative use of 5G technology, according to Per Narvinger, Ericsson's Senior Vice President for Cloud Software and Services. At the heart of this tech integration was Singtel's 7 dollar worth 5G Express Pass, which offered fans high-speed data priority to stream and share the event. This service highlights a burgeoning opportunity to monetize 5G technologies through network slicing, which allows for dedicated broadband bandwidth tailored to specific events and needs without additional infrastructure. Network slicing is akin to a toll highway for data, offering a premium path separate from regular traffic.
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Bitter days ahead for chocolate lovers? | Mint Podcast | Latest English Podcast

Who's the Q4 Champion?  | चौथी तिमाही का चैंपियन कौन? जानिए कमाई की रणनीति |  Auto | IT Sector

तिमाही नतीजे आने का वक्त आ गया है! शेयर बाजार में हलचल तेज हो गई है। इस वीडियो में हम जानेंगे कि कौन से सेक्टर इस तिमाही में कमाल कर सकते हैं और आप अपनी कमाई को कैसे बढ़ा सकते हैं। साथ ही, कुछ दमदार कंपनियों के बारे में भी चर्चा करेंगे जिन पर आप नजर रख सकते हैं।

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Who's the Q4 Champion?  | चौथी तिमाही का चैंपियन कौन? जानिए कमाई की रणनीति |  Auto | IT Sector

Aniruddha Garg's Multibagger Stock Picking: बाजार में बड़ी मंदी का खतरा नहीं | Nifty IT | Business

Big Market Voices में जाने निवेश को लेकर क्या दे रहें है Anirudh Garg राय. बाजार में कहां है पैसे कमाने के मौके? देखें वीडियो.

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Business News | CNBC Awaaz brings to you latest business news, live share market updates, stock market updates, top business news in india, stock market updates, ipo latest updates, news updates on banking and financials, realty sector and it sector. Watch business news live, business news and share market live updates on CNBC Awaaz. Stay tune to get all the news of pre-opening trades, opening trades, and top calls in pehla sauda. Know what market veterans have to say on the current market trends in big market voices. Watch final trade market strategy, btst stbt calls, intraday strategy and brokerage house calls, quarterly results expectations in kamai ka adda with anuj singhal and virendra kumar. Also stay tune to watch share market tomorrow strategy in kal ka bazaar. Watch CNBC Awaaz and get the best investment ideas.  

CNBC Awaaz is one of India’s top business channels and a leader in business news and information for the last ten years. Our channel aims to educate, inform and inspire consumers to go beyond limitations, with practical tips on personal finance, investing, technology, consumer goods and capital markets. Policymakers and business owners alike have grown to trust CNBC Awaaz as the most reliable source with its eye on India’s business climate. Our programming gives consumers a platform to make decisions with confidence. 

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Aniruddha Garg's Multibagger Stock Picking: बाजार में बड़ी मंदी का खतरा नहीं | Nifty IT | Business

Investors can take a position from a medium to long-term perspective to start getting into the IT space, says Vaibhav Sanghavi.

IT Sector Can Perform Better In Second Half Of FY25: ASK Hedge Solutions CEO

Mirae Asset Nifty IT ETF's objective is to provide returns before expenses that closely correspond to the total returns of the NIFTY IT - TRI subject to tracking errors