Ashish Kacholia recent bets

Vijay Kedia recent bets

Recent Big Buys

Top deal-making stocks

Most insider traded stocks

Leading investors

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.

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

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.

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 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.

EverBright Stocks

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.

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

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

Mid and Small Cap Focused Portfolio

Recommended Investment Amount &gt; 5 Lakh At Niveshaay, we believe to invest where there is low Risk and High Uncertainty. There is a misnomer that entrepreneurs take high risk and hence they are awarded with high returns. In reality, entrepreneurs do everything they can to minimize risk.The classic trait of Entrepreneurs is that they are great at dealing with uncertainty and are also good at minimizing risks and the same applies to investors in equity markets too.The Key Mantra should be to invest in a company that has the potential to grow at decent pace, visibility of sustainable profit and also have clarity on the leverage.In this portfolio, we have covered stocks which are available at a reasonable valuation and have huge earning potential upside. <ul><li>This portfolio comprised of basket of 15-20 small and mid cap focused stocks with great business potential.</li></ul>

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

The Real Basket

The Sector has come out of a bad period of 10-15 years. The smaller companies in the sector could do better in the coming years.

A simple combination of Technical Analysis and fundamentals is Super ! 

Techno-Funda. 
Insider Trading. 
Value. 


Nooresh Merani

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.

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 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

Dividend - Smart Beta

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

Bharat's Green Fields 

Alpha Flexicap

Alpha Flexi cap adopts a true to label flexi cap approach by investing in high quality, high growth companies across the market capitalizations.&nbsp;Key Features: <ul><li>Optimal portfolio construction which strikes balance between risk and reward.</li><li>Flexibility to invest across market capitalizations.</li><li>Diversified Portfolio with No Sector Bias.</li><li>Focused Portfolio of 20-25 stocks .</li></ul>&nbsp;Who Should invest in Alpha&nbsp;Flexicap? <ul><li>Diversified Portfolio Seekers:&nbsp;Investors who want a diversified portfolio with exposure to companies across the market capitalizations.</li><li>Long-Term Wealth Creation:&nbsp;Investors with a goal of long-term wealth creation who value flexibility in asset allocation.</li></ul>

Every portfolio is curated by a team of finest fund managers with immense experience in mutual funds, direct equities, portfolio management with strong and credible track record of performance. The team at Renaissance is highly accredited and has over 50 years of collective experience in managing investment portfolio for retail and institutional investors. All portfolios are crafted keeping in mind client's expectation from investment. Every portfolio is selected & weighted periodically to deliver superior risk adjusted returns to clients consistently over medium to long term.

Renaissance Smart Tech

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.

Railways & Defence

<ol><li>India has one of the largest railway networks in the world, and it is an essential mode of transportation for millions of people across the country.&nbsp;</li><li>Heavy Investments in the railways sector by govt. to modernize and expand the network. This includes the introduction of high-speed trains, development of dedicated freight corridors, and advanced signaling systems to improve safety and efficiency.</li><li>The Indian government has also been encouraging private investment in the railways sector, with opportunities for public-private partnerships in the construction of new railway lines, stations, and rolling stock manufacturing.</li><li>Defense is another area of focus for the Indian government, given the country's strategic location and geopolitical challenges. India has been increasing its defense spending in recent years to modernize its armed forces and enhance its defense capabilities.</li><li>The government has been encouraging domestic manufacturing of defense equipment through initiatives such as the "Make in India" program. This includes developing domestic defense manufacturing capabilities, promoting joint ventures between Indian and foreign companies, and providing incentives for domestic production.</li><li>The government has been increasing investment in research and development for defense technologies, including advanced weapons systems, communication systems, and cybersecurity. This will help India to strengthen its defense capabilities and reduce its dependence on foreign suppliers.</li></ol>

Yellow Jersey

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

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;

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.

Momentum Maestros - GoalFi's Dynamic Picks

Promising Bluechips

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

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

Marketgoogly

Alpha Core & Satellite

Alpha Core and Satellite fund is a classic blend of Core Long Term Investment Portfolio and Satellite Tactical Portfolio. The portfolio shall invest into high quality growth business that can deliver superior risk adjusted returns over medium term to long term.&nbsp;The Core portfolio shall invest in long term secular growth business and intends to own those business for long term. The fund shall invest in companies which are amongst leaders in their industry, have strong competitive edge and can generate superior ROCE.&nbsp;At the same time, the satellite portfolio shall focus on cyclical business or sectoral rotation so as to focus on companies that are likely to benefit from the current economic cycle. In an economy, different sectors tend to perform differently at any given point in time. While some of sector may witness high growth, the others may be ailing. Satellite fund aims to invest in companies which are set to benefit the most in current economic cycle. The objective is to invest in companies to benefit from conducive growth environment in medium term. The portfolio aims to stick with the winners of upcoming business cycles.

NIFTY DIAMONDS

Collection of very high quality companies in NIFTY 50 possessing deep competitive moats and having potential to remain in nifty50 in next 7-10 years. Few Important Points about Nifty Diamonds Portfolio:<ul><li>Currently given a Partial Exposure to Gold &amp; we may rebalance or exit from it at appropriate time.</li><li>Rebalance/Changes in portfolio will occur on last day of every quarter &amp; I prefer to do it only if it's needed.</li><li>I advice to invest in this Portfolio only if you have an investment horizon of more than 4-5 years.</li><li>Our Minimum recommended investment size of the portfolio will be more than 3 Lakhs or an SIP investments of more than 20K per month, though it's not mandatory.</li><li>WhatsApp me on +91-9618355264 to avail special discount on Subscription Charges.</li></ul>

My advice is most suitable for the investors who feel their investment as getting Ownership in the company unlike as purchasing stocks alone and seeing its prices regularly. 

PVR Advisory

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.

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.

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.

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.

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.

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>

Omni SmallCap Supertrons

RATIONALE:<ul><li>SuperNormal Smallcap stocks which are in the accelerating and potentially explosive growth phase yet not fully identified by the market.</li><li>Strong fundamentals, growing businesses, getting entrenched and large TAM (Target addressable market).</li><li>Strategy capitalizes on mispricing using a superior valuation toolkit.</li></ul> VIDEOS:<ul><li>For regular updates subscribe to&nbsp;our YouTube Channel <a href="https://tinyurl.com/5brfbxwt" rel="noopener noreferrer" target="_blank">https://tinyurl.com/5brfbxwt</a></li></ul> NOTE:<ul><li>If you are an existing investor of Omniscience Capital on an AUM Fee model, please contact us before subscribing to this product.</li><li>LUMPSUM: To get maximum benefit from this investment, start with a lump sum of INR 2.5 Lakhs.</li><li>SIP: For a lower starting amount, do an SIP of INR 5K per month.</li><li>Holding Period: The minimum holding period should be preferably 5 years but at least 3 years.</li><li>To stay updated on our latest research, reports and investment strategies, you can follow us on our social media handles, viz.,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603a" rel="noopener noreferrer" target="_blank">@OmniScienceCap</a>&nbsp;and&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603c" rel="noopener noreferrer" target="_blank">@OmniScience_IN</a>&nbsp;Twitter handles,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603e" rel="noopener noreferrer" target="_blank">@OmniScience Capital</a>&nbsp;and&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b76040" rel="noopener noreferrer" target="_blank">@OmniScience smallcase</a>&nbsp;LinkedIn pages,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b76042" rel="noopener noreferrer" target="_blank">@OmniScienceCapital</a>&nbsp;page on Facebook and&nbsp;<a href="https://www.instagram.com/omnisciencecap/" rel="noopener noreferrer" target="_blank">@OmniScienceCap&nbsp;</a>handle on Instagram.</li></ul> DISCLAIMER:<ul><li><a href="https://tinyurl.com/msmcene9" rel="noopener noreferrer" target="_blank">https://tinyurl.com/msmcene9</a></li></ul>

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

Less expense ratio implies better returns over the long term

Expense Ratio

ETF has been able to closely match its benchmark's 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 Indian indices remained closed on April 17 on account of ‘Shri Ram Navmi’.

US markets fall for fourth day in a row, S&P 500 down 0.38%; GIFT Nifty in red

Nilesh Shah from Kotak Mahindra AMC, Prashant Khemka, Founder of WhiteOak Capital Management, and Anish Tawakley from ICICI Prudential AMC discuss with Prashant Nair the impact of alpha-chasing investors on the market. Tune in for insights into market dynamics.

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Market Advice By Nilesh Shah Warns Against Low Floating Stock & Overvalued Counters | CNBC TV18

Israel Iran Conflict | GIFT Nifty | Sushil Kedia’s Bold Stock Picks | Big Market Voices के इस Episode में पाएं Experts के Top Trading Ideas, साथ ही जानें किन Levels पर है Experts की बाजार में आज खरीदारी की राय.  देखें वीडियो.

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Share Market Panic Strategy | बाजार को Geopolitical Tensions के दौरान कैसे करें Handle? | GIFT Nifty

Stock Market Holiday Today: The next holiday after Ram Navami is on Maharashtra Day on May 1.

Stock Market Holiday: Sensex, Nifty To Remain Closed For Ram Navmi Today - News18

Indian share market closed for holiday, Nifty and Sensex fall, rupee weakens, bond yield rises amid global tensions.

Stock markets to remain closed today for Ram Navami

Wall Street ends lower. Dow Jones drops for the sixth straight day, down nearly 250 points. The GIFT Nifty indicates a lower start for the Indian market.

#marketopening #sensex #nifty #stockmarketupdates #sharemarkettoday #cnbctv18 #businessnews #businessnewstoday #businessnewsinenglish #sharemarkettoday

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Market Opening LIVE | Mobile Livestream | Nifty Opens Below 22,150, Sensex Down 480 Points | N18L

Equity, equity derivates, and SLB and currency segments will remain closed on April 17, Wednesday, Sensex, Nifty To Remain Closed Tomorrow on Account of Ram Navami

Stock Market Holiday on April 17: Sensex, Nifty To Remain Closed on Account of Ram Navami - News18

The NSE Nifty 50 settled 95.75 points, or 0.43%, lower at 22,176.75 and the S&P BSE Sensex declined 456.1 points, or 0.62%, to end at 72,943.68.

Stock Market Today: Sensex, Nifty Tumble For Third Day Running As Geopolitical Concerns Unsettle Investors

Here’s how the markets fared on Tuesday.

Stock Market Highlights: Sensex, Nifty Gainers And Losers — April 16

#Nifty, #Sensex down as #Infosys, #ICICIBank weigh.

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

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Nifty, Sensex Down | India Market Close | NDTV Profit

Market Opening LIVE | Nifty Opens Below 22,150, Sensex Down 480 Points; Rupee At Record Low

Quantum Nifty ETF objective is to invest in stocks of companies comprising S&P CNXNifty Index and endeavour to achieve return equivalent to Nifty by "passive" investment