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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.

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

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.

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.

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.

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.

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.

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.

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

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

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;

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.

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.

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.

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.

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.

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 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.

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

High Quality Right Price

High Quality Right Price, one of our flagship portfolios is a multi cap strategy, aligns perfectly with India’s growth story. Primarily, it is based on India’s aim to become self-sufficient and self-reliant- a dream of many. The portfolio is inclined mainly towards the Pharma and Chemical sector- the sectors with good future prospects. <ul><li>Atmanirbhar Bharat tops the list of policies that are shaping India’s global position.&nbsp;</li><li>China Plus One- Often referred to as “Import Substitution”, it is a risk mitigation strategy that MNCs have been using to diversify their operations from China.&nbsp;</li><li>PLI Scheme- Production linked Incentive Scheme is in line with Atma Nirbhar Scheme.. PLI has paved the way for many companies to come forward and contribute to India’s growth story.</li><li>Our portfolio contains companies that have been incentivized by the government to produce Make in India products and export them gloablly.</li></ul> Many companies in our portfolio have seen immense growth in their order pipeline due to these schemes and strategies.&nbsp; The companies in this portfolio-<ul><li>Have strong financials metrics</li><li>Low Debt on books, Preferred Debt to Equity Ratio- 0.5x</li><li>Good Management integrity, capability and performance track record.</li><li>Available at Reasonable valuations</li></ul> We keep regular track of company announcements, results, calls and investor presentations.

Wealth Creation through a strong fundamental research and disciplined investing.
Top performing research house!

Green Portfolio

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

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.

Trends Trilogy

Recommended Investment Amount &gt; 5 Lakh Trends Trilogy aptly combines the three inter-related trends of investing:- Business Trend- Financial Trend- Price Trend The basic idea is to invest in:- High growth company- Emerging Sector or Sector at new high- Large Opportunity Size- Charts supported by good earnings Trends Trilogy small case is a classic blend of the two main school of thoughts in the equity markets- Fundamental and Technical Analysis, giving you the best of both worlds. Fundamental analysis will help us to pick the right company and technical analysis will provide the correct entry and exit timings considering the earnings visibility. Most importantly, this blended approach helps us to avoid bias, build conviction and ride the trend for a long period of time. Hence, it would be a concentrated portfolio comprising of 13-15 stocks. CDSL is a good example to explain this strategy. PAT of this company was rangebound before COVID. After COVID, in April 2020, we could see emerging data points on the increasing number of demat accounts. We invested in this company after the quarterly results of June 2020. Henceforth, good results and charts analysis helped us to ride the trend making it 4x of our investment amount.

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>

Aspire Diversified Stocks Portfolio

Captures momentum in a liquid stock universe, while managing risk and hedging dynamically with gold:1. Portfolio has up to 5 stocks with at least Rs. 10 crores average daily trading2. Stocks experiencing highest momentum are selected and held until momentum lasts3. Positions are equally weighted, and are rebalanced if weights changed significantly4. For risk management, we exit a stock when its annualized volatility rises above 60%5. If stock opportunities are inadequate, unutilized capital is dynamically deployed in interest-rate linked ETFs6. Portfolio volatility is contained by dynamic hedging with gold ETF7. Reviewed weekly

Robust investment strategies driven by quantitative research to help investors grow their wealth smartly!

SmartWealth.ai

Multibagger framework

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

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>

Value & Momentum

Digital Inclusion

India has witnessed a digital revolution in recent years, driven by increased internet penetration, smartphone adoption, and affordable data plans. With 692+ million internet users, India is now the 2nd largest online market behind China. This number is expected to grow to 900 million by 2025. While India is the second most populous country in the world, only about 47% of people use the internet. In developed countries like the US and Japan, more than 90% of people access the internet.<ul><li>In Budget 2023-24, the government highlighted its plans to enable 5G services in India by setting up 100 labs in engineering institutions. The labs will be focused towards building applications such as smart classrooms, precision farming, intelligent transport systems, and healthcare applications using 5G services.&nbsp;</li><li>The volume of digital payment transactions has increased from 5,554 crore transactions in 2021-22 to 8,840 crore in 2022-23. The government plans to continue providing fiscal support to the payment infrastructure in the current financial year.</li><li>Additionally, the government is encouraging domestic mobile phone production through various exemptions on customs duty. In the last financial year, mobile phone production in India increased from 5.8 crore units valued at about ₹18,900 crores in 2014-15 to 31 crore units valued at over ₹2.75 lakh crores.&nbsp;</li></ul> This smallcase consists of companies like data providers, equipment manufacturers, &amp; infra enablers working towards a digital India.

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.

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

Gift Nifty indicates flat start for Dalal Street following a mixed closed on Wall Street. Asian markets lower led by Japanese Nikkei down over 1%. 

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Market Opening LIVE | Mobile Livestream | Sensex Slips Over 200 Points, Nifty Below 22,250 | N18L

Your Trades: Nifty Fails To Hold on to gains, ends near 22,300. Metals lend support, I.T. Drags. Q4 Impact: Bharat Forge, IRB Infra, Pidilife. Watch Ruchit Jain, Lead Research, 5paisa.com.

#yourtrades #nifty #indiavix #markettomorrow #stockmarket #etnow#etnow #englishnews #trending #topnews

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Market Tomorrow: Nifty Fails To Hold On To Gains; Metals Lend Support, I.T. Drags | Ruchit Jain

Reliance Industries contributed over 30 points to the rise in the Nifty 50.

Stock Market Today: Nifty, Sensex End Flat As Traders Eye Voting Trends

- #GiftNifty indicates flat opening; #Asia mixed
- #Nifty50 falls for 3rd session in a row 


Samina Nalwala, Niraj Shah and Tamanna Inamdar discuss the markets in the day ahead on 'Trade Setup'.
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Trade Setup | Flat Opening For Markets | NDTV Profit

- Global news flow & cues
- Stocks to watch, trade setup
- F&O strategies

Niraj Shah, Samina Nalwala, and Tamanna Inamdar bring all this and more as we head toward the 'India Market Open'. 
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Share Market Opening LIVE | Stock Market LIVE News | Business News | Sensex LIVE Today | Nifty LIVE

Open interest distribution for the Nifty May series indicates that 22,500 levels are seeing the most put strikes and call strikes.

Trade Setup For May 8: Nifty Likely To See Further Declines, Outlook Remains Cautious

A sea of red on  Dalal Street but the Nifty, Sensex are marginally off the day's low. Broader market continues to be under pressure. Barring FMCG, all major sectoral indices trade in the red. 

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

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Market Closing LIVE | Market Falls For 3rd Straight Session, Broader Mkts Underperform Benchmarks

#Nifty and #Sensex end lower as heavyweights #HDFCBank, #ICICIBank and #RelianceIndustries declined. 

Here's Tamanna Inamdar with a wrap of today's market action. #NDTVProfitMarkets 

Read: https://bit.ly/4a4jFWE

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Nifty, Sensex End Lower | Market Wrap | NDTV Profit

The NSE Nifty 50 index recovered 70 points from day’s low, and the S&P BSE Sensex was up over 200 points from day’s low.

Stock Market Today: Nifty, Sensex End Lower As HDFC Bank, RIL, ICICI Bank Weigh

#Nifty, #Sensex off day's low as #HUL, #ITC, #TCS rise.


Tamanna Inamdar and Hersh Sayta dissect key market trends and explore what's to come tomorrow, on 'India Market Close'. #NDTVProfitLive


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Nifty, Sensex Near Day's Low | India Market Close | NDTV Profit

At 12:05 p.m., the NSE Nifty 50 was down 0.74% at 22,275.65, and the S&P BSE Sensex was 0.67% lower at 73,398.87.

Nifty Falls Below 22,300, Sensex Under 74,000 As Heavyweights Drag: Midday Market Update

Navi NIFTY 50 ETF seeks to replicate the returns of the Nifty 50 by investing in the stocks listed in the index.

Navi NIFTY 50 ETF

Average daily traded value of the ETF is low

Navi NIFTY 50 ETF

Navi NIFTY 50 ETF

NAV

Expense Ratio

Tracking Error

Return vs FD Rates

Entry Point

News & Opinions

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Market Opening LIVE | Mobile Livestream | Sensex Slips Over 200 Points, Nifty Below 22,250 | N18L

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Market Tomorrow: Nifty Fails To Hold On To Gains; Metals Lend Support, I.T. Drags | Ruchit Jain

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Share Market Opening LIVE | Stock Market LIVE News | Business News | Sensex LIVE Today | Nifty LIVE

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Nifty, Sensex End Lower | Market Wrap | NDTV Profit

Stock Market Today: Nifty, Sensex End Lower As HDFC Bank, RIL, ICICI Bank Weigh

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Nifty, Sensex Near Day's Low | India Market Close | NDTV Profit