The Debt to Equity Ratio is a company’s total liabilities divided by its shareholder equity. It's the degree to which a company is financing its operations through debt v/s wholly owned funds

Higher than Industry Debt to Equity Ratio

Current ratio measures a company’s ability to pay short-term obligations. Higher is better

Higher than Industry Current Ratio

A higher-than-industry revenue growth represents increased potential for the company to increase their market share

Higher than Industry Revenue Growth

Market share is the percentage of an industry's total sales going to a particular company. It gives a general idea of the size of a company v/s its competitors

Increasing Market Share

Net income is equal to net earnings (profit) less expenses. This number is an important measure of how profitable the company is

Lower than Industry Net Income

The EBITDA margin is the percent of revenue that the company retains after incurring all the direct and operational costs of the business

Lower than Industry EBITDA Margin

The net profit margin is net income or profit generated as a percentage of revenue and illustrates how much of each rupee in revenue translates to profit

Lower than Industry Net Profit Margin

Y-o-y growth in the total revenue represents increased potential for the company to increase their market share.Total revenue for the current quarter is compared with the same quarter of previous year to reduce the effects of seasonality

Decreasing Total Revenue

Increasing EBITDA margin indicates increased profit efficiency without taking into account financial, accounting or tax implications

Decreasing EBITDA Margin

Increasing Net profit margins indicates the increasing profit to the shareholders with each unit of revenue

Decreasing Net Profit Margin

Y-o-y growth in the EBITDA represents how efficiently the company manages its expenses.EBITDA for the current quarter is compared with the same quarter of previous year to reduce the effects of seasonality

Decreasing EBIDTA

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>

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

Abakkus Smart FlexiCap 

The objective of the investment advisory portfolio would be to endeavor to generate alpha and risk adjusted returns for investors by creating a benchmark agnostic portfolio predominantly within the Top 250 companies. To invest in growth companies where profitability is expected to grow higher than market average. PORTFOLIO CHARACTERISTICS<ul><li>Benchmark agnostic diversified portfolio</li><li>Fundamental based ideas picked via a bottom-up approach</li><li>Investment universe predominantly within Top 250 companies with focus on alpha generation along with stability and liquidity</li><li>Select exposure in smaller companies to generate additional alpha</li><li>Endeavor to generate alpha and wealth creation with typically 3-5 years holding period</li><li>Differentiated Portfolio adhering to our "MEETS" Framework</li><li>Portfolio of ~25 companies, single stock exposure limited to less than 10% and sector exposure limited to below 30%</li></ul> Disclaimer: The volatility of the portfolio shall fluctuate in accordance with the overall market conditions and securities in the portfolio. Investors shall abstain from making investment decisions based on such volatility. This advisory portfolio is appropriate for an investor with a high-risk tolerance.

Abakkus is an alpha focused boutique asset manager in long only strategies for Indian equities. Our offerings include Close ended Category III Alternative Investment Funds, 
Advisory Services for Domestic and Global Investors and Portfolio Management Services

Ambition and vision is to make Abakkus, one of India's revered and top-performing asset managers over time.

Abakkus Investment Advisors

Passive Income Investments

Many companies pay a portion of their corporate earnings to shareholders in the form of a dividend. In addition to providing retirement investors with a consistent cash flow, dividend payments are seen as a sign of a company’s financial strength and management’s conviction that it will grow earnings. These are the several ways that we typically evaluate dividend stocks and decide on the best options for their portfolio: <ul><li>A company’s&nbsp;dividend history&nbsp;tells you how long it has been paying a dividend to shareholders. Obviously, a longer dividend history translates to a more reliable payment, although that’s not always the case.</li><li>A stock’s&nbsp;dividend yield&nbsp;is calculated by dividing the dividend payout by the share price. It represents the ‘interest rate’ that you receive for owning the stock. All else equal, you want to maximize the dividend yield to generate the most cash flow.</li><li>The&nbsp;payout ratio&nbsp;is the proportion of earnings paid out as a dividend. If the payout ratio is too high, the dividend yield may not be sustainable over time — particularly if a company has a bad year and experiences a drop in earnings.</li></ul> The Bottom LineDividend investments are a great way to generate cash flow during retirement without relying on fixed income investments. <ul><li>Note:- In this smallcase, the return shown is only price appreciation, excluding dividends. To check real performance, add 10% more return in this smallcase.&nbsp;</li></ul>

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

StoxBazar

Omni Power - Electrifying India

RATIONALE:<ul><li>India is expected to overtake China as the largest energy growth market during the 2020s. The NIP has targeted INR 24 lakh crores towards power infrastructure, both renewable and conventional by 2025.</li><li>The biggest beneficiaries will be the nodal power finance companies with a potential revenue growth of 15% over the next decade.</li></ul> VIDEOS:<ul><li>Introductory video 1 (11-Oct-21 : 3 Mins) :- <a href="https://tinyurl.com/44ejs4td" rel="noopener noreferrer" target="_blank">https://tinyurl.com/44ejs4td</a></li><li>Introductory video 2 (03-Oct-22 : 2 Mins) :- <a href="https://tinyurl.com/4dcp7ekt" rel="noopener noreferrer" target="_blank">https://tinyurl.com/4dcp7ekt</a></li><li>For regular updates subscribe to&nbsp;our YouTube Channel :-&nbsp;<a href="https://tinyurl.com/5brfbxwt" rel="noopener noreferrer" target="_blank">https://tinyurl.com/5brfbxwt</a></li></ul> RESEARCH REPORTS:<ul><li><a href="https://tinyurl.com/2myxw36w" rel="noopener noreferrer" target="_blank">https://tinyurl.com/2myxw36w</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

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>

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

Omkara Manufacturing Smallcase

Why Manufacturing? We believe that 2021 = 2003. Let us remind you that entire m-cap of cap good sectors surged 14.5x from 2003 to 2008. Co stock prices moved up by 15-20 times in 4 years. After a gap of almost 10 years, we are seeing private sector capex surging and govt doing all the right actions to propel India as next manufacturing destination for the world. Supply side has gone down with few leaders controlling the sector, NPA cycle is down, deleveraging has happened &amp; now after a long-time investment cycle is picking which is reflected in the credit growth number of financials. With capacity utilization lower, there is huge operating leverage to be played in the manufacturing cycle. Manufacturing sector growth from 15% of India’s GDP to 20% and it could be USD 1 trillion soon. All this will help in employment generation + reduce import dependency and has huge export potential. This is not a quarter story for us but a sector to bet for next 3-5 years.

Omkara Capital is a SEBI Registered Investment Advisers and Research Analyst providing stock research services to Retail and HNI clients. We aim to be, for serious investors, the equity research backend with data-backed actionable ideas as the key differentiator. Let financial education make us grow together. Retail is the next revolution. Omkara is going to help co-create that.

Omkara Capital

Equity & Gold

This smallcase invests in Equity &amp; Gold, fixing their weights to 70% and 30%. smallcase invests in large-cap companies using Nippon India ETF Nifty Bees<ul><li>Large cap companies are usually well established and the chances of such companies going bust are low</li><li>Adding such stocks to the portfolio increases stability of the portfolio as their stock prices are not very volatile. They are also best suited for long term wealth creation</li></ul> smallcase invests in Gold using Nippon India ETF Gold Bees<ul><li>Historically gold has maintained its value and is the best form of hedge against inflation and geo-political uncertainties</li><li>Since price of gold is negatively correlated with price of stock, the former is a very effective portfolio diversifier&nbsp;</li></ul>

Dividend Kings

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.

Capitalmind Momentum

First, essential reading before you subscribe: <a href="https://www.capitalmind.in/2021/04/five-things-subscribing-best-smallcase/" rel="noopener noreferrer" target="_blank">Five things to consider before subscribing to a smallcase</a>Second, understand the downsides of momentum investing: <a href="https://www.capitalmind.in/2021/07/five-perils-of-momentum-investing-you-cannot-ignore/" rel="noopener noreferrer" target="_blank">Five perils of momentum investing</a> This portfolio aims to capture the Momentum factor. Capitalmind has refined the Momentum portfolio over 4 years (read our backtest into momentum as a factor '<a href="https://www.capitalmind.in/2019/12/momentum-investing-basics-india/" rel="noopener noreferrer" target="_blank">Does Momentum Investing work in India</a>'). <ul><li>Between 15 and 25 stocks, long-only, weekly rebalancing</li><li>Love the all time highs, don’t bother with lows, focus on graphs trending up and to the right</li><li>Reviewed weekly</li><li>If there aren’t enough opportunities - stay in cash</li><li>Look for liquidity – prefer stocks that trade 3 cr. plus per day</li></ul>

Capitalmind provides equity, fixed income, macro and personal finance research for DIY investors. Capitalmind also offers Portfolio Management Services (PMS) offering a range of equity and fixed-income strategies for long-term wealth creation.

Capitalmind

JST Investments Banking and Financial Services

Lenders are the backbone of the economy Ever since 2018 lenders have been in a deep downcycle due to various problems in the economy - 1.	IL&amp;FS scam2.	DHFL and Yes Bank crisis3.	Franklin crisis4.	PMC Bank failure5.	COVID-19 crisis This has meant that credit growth is at a 50 year low. As the economy begins to recover from the aftershocks the credit growth will be back and lenders will do extremely well. JST Banking and Financial Services portfolio is a play on this cyclical nature of the credit. As credit goes from a down cycle to an upcycle lenders will do extremely well. However, since this is a sectoral portfolio, the risks associated with this portfolio are extremely high and therefore one must be very careful before investing in the fund

Think Long term, Think JST Investments! 

A business owner mindset coupled with Quality research is what defines JST Investments!

Trusted by over clients coming from 15+ countries, JST's views have been extensively covered across Live television, Print media, Blogs, and even podcasts!



JST Investments 

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.

All Weather Investing

All Weather Investing is a popular strategy that ensures your investments do well in good as well as bad times. This is a long-term investment strategy that you can use to build wealth over the years to come.
<ul>
<li>This smallcase invests in 3 asset classes--equity, debt and gold</li>
<li>The portfolio is rebalanced periodically to generate relatively higher returns by assuming the least possible risks</li>
</ul>
This smallcase is ideal for all types of market conditions. It will ensure that neither will your investment ship sink, nor will the investment flight soar to scary heights. What you will get here is a steady ride to help you meet your long-term investment goals.

CANSLIM-esque

CANSLIM is an investment model of specific criterion set out by William O’Neil, an American stock broker and investor.<ul><li>CANSLIM model revolves around seven criteria - current earnings, annual earnings, the new factor, supply and demand, leader vs laggard, institutional ownership and market direction. These criteria have been modified for the Indian stock markets</li><li>This smallcase consists of companies that have recorded greater than 10% earnings per share growth over the previous 2 years and also have high return on equity. High EPS growth in tandem with high ROE indicates that the company is making money at a fast pace while managing capital efficiently</li><li>Future expectations regarding earnings growth have also been taken into account</li><li>Additionally, only stocks that have been showing strong upward price movement and have performed better than 75% of all stocks over the previous 1 year are included</li></ul>You can access the asset allocation version of this smallcase with better risk-adjusted returns <a href="https://www.smallcase.com/smallcase/canslim-esque-asset-allocation-version-SCMO_0045" rel="noopener noreferrer" target="_blank">here</a>

High Dividend Yield and Capital Appreciation

-Invests in 15-20 companies with consistent High Dividend Yield.-Investments with potential to generate dividend income andcapital appreciation.-Companies with Strong Balance Sheet and Low Debt on books.-Companies with Good Management integrity, capability andperformance track record.-Companies available at Reasonable Valuations as compared totheir earnings potential.-Multi-cap Strategy (invests in Large Cap, Mid Cap and Small Capshares).-Announcements, Results, News of the companies are regularly researched to ensure stock potential

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

Green Portfolio

SIP Portfolio

YJ 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

EV & Green Energy Portfolio

Top 250 Stocks

<ul><li>Blue chip companies have well established business models and hence their&nbsp; stock prices tend to be stable. Adding blue chip stocks to the portfolio increases stability of the portfolio. Another positive aspect of investing in blue chips is the possibility of receiving high dividends.&nbsp;</li><li>Mid cap companies are still in the middle of their growth curve and are expected to exponentially grow their sales and profits. As their growth potential is high, the possibility of their stock price increasing multi fold also tends to be high.&nbsp;</li><li>The key to a well diversified portfolio is to ensure an appropriate combination of large and mid cap stocks.&nbsp;</li><li>This smallcase provides exposure to top 250 companies by market capitalization. Weights of the smallcase are adjusted to maximize the return potential while minimizing risk of the portfolio.</li></ul>

TQ Ninja (1.0)

TQ_Ninja is a Non-Discretionary strategy to identify high momentum stocks from Nifty500 universe. We revisit the stocks identified on a monthly basis.

Srikanth N - A SEBI registered individual Research Analyst merely selling research reports on individual companies with  buy / sell recommendations (no weightage, no advice) based on Fundamental, technical analysis - TUrtleQuants is the name to the research methodology. 


TurtleQuants

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>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>Budget 2022-2023 allocation to PMAY increased by 75% to ₹40,000 crores</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 also do not have to pay GST</li><li>Affordable housing projects can avail a tax holiday till 31st March, 2022. Tax exemption for notified Affordable Rental Housing Projects will also continue for 1 more year.</li><li>The additional deduction of ₹1.5 lakh shall be made available for loans taken up till 31st March 2022, for the purchase of an affordable house.</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.

Market Leaders

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

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.

LoWall

Low VolatilityInvest in companies which has low volatility compared to benchmark. Stock SelectionStock selection and industry allocation independent of benchmark weights and is unconstrained by any market segments like sectors, themes, etc. DiversificationA diversified portfolio with 25-30 companies selected from NIFTY 100, i.e from Large Universe. Capped WeightA cap of 10% on individual stock at cost. Low Volatility PhilosophyIt follows low beta strategy. No short selling or stock lending.

Along with technological development, analytical research and portfolio planning is going through drastic changes like never before. SmartBox Advisors was formed with the aim to explore these opportunities and provide investors quality research services

SmartBox Advisors

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

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

XC Sector - Real Estate Investment Trust

Golden Opportunity

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

YJ Home

i. The Real Estate Sector is one of the largest sectors operating in India and is worth ₹ 120 billion and is expected to reach around 1 Trillion by 2030. ii. The residential sector is the largest segment of the Indian real estate market, accounting for approximately 70% of the total market share. The demand is driven by factors such as population growth, the increasing number of nuclear families, and rising disposable incomes. The commercial real estate sector, including office, retail, and hospitality, is also growing at a healthy pace, supported by factors such as the expanding corporate sector, increasing foreign investments, and rising tourism. iii. Post-COVID, various measures taken by the Govt. as well as many other factors are showing signs of revival in the Indian Real Estate Industry. a) Affordability - Improvement in affordability is across the board and not restricted to a few cities. This has been one of the major drivers for improving housing demand. b) Industry Consolidation - The share of top developers in launches (6–26% across cities in CY11) surged to 28–78% in H1CY21. As, demand tracks launches with a lag, it is a matter of time before the share of organised developers in absorption jumps to similar levels as launches. c) Decreasing Inventory – Since CY16, absorption has been lower than supply. This has led to a steady reduction in unsold inventory in the system. By H1CY21-end, unsold inventory had declined to ~30 months, the lowest since CY12.

Dividend Stars

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 maintained an average dividend yield of at least 2% over the previous 5 years</li><li>Additionally, only the companies that have not cut dividends for the last 5 years are included</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.

Omni Bullet Train-Great Indian Railways

Quality Smallcap - Smart Beta

This smallcase aims to systematically outperform the smallcap index by quantitatively selecting smallcap stocks exhibiting strong quality fundamentals with positive momentum trends. Selection process takes place in three layers:<ul><li>Quality fundamentals known to be associated with healthy profits, cash flows and business stability, acts at the primary score used to screen the smallcap universe</li><li>Momentum trends exhibited by these stocks acts as secondary filter to align the portfolio with market trend</li><li>If sufficient stocks fail to exhibit the mentioned traits, the portfolio is tilted towards gold until the situation normalizes</li></ul>The smallcase offers a much better risk-reward ratio compared to Nifty Smallcap Index and Nifty Smallcap ETFs. It is best suited for investors looking to take exposure through quality smallcap stocks for passive long-term investing

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Aspira Pathlab & Diagnostics Limited is an India-based company engaged in diagnostic centre and laboratories related business. The Company operates Pathology labs and diagnostics centers across India.

Financial Year	FY 2015	FY 2016	FY 2017	FY 2018	FY 2019	FY 2020	FY 2021	FY 2022	FY 2023	TTM
Total Revenue	0.21	0.32	1.07	4.58	7.89	8.71	15.41	19.63	14.78	14.78
Raw Materials	0.00	0.00	0.14	1.30	2.26	1.99	2.63	3.14	12.86	12.87
Power & Fuel Cost	0.00	0.00	0.12	0.42	0.49	0.32	0.13	0.21
Employee Cost	0.00	0.08	1.61	3.42	4.47	4.95	4.03	5.02
Selling & Administrative Expenses	0.06	0.12	1.39	2.61	2.64	1.92	2.16	2.15
Operating & Other expenses	0.08	0.03	0.07	0.48	1.03	1.07	2.74	2.65
EBITDA	0.07	0.09	-2.26	-3.65	-3.00	-1.54	3.72	6.46	1.92	1.91
Depreciation/Amortization	0.00	0.00	0.20	1.12	1.23	1.66	1.44	1.64	1.59	1.59
PBIT	0.07	0.09	-2.46	-4.77	-4.23	-3.20	2.28	4.82	0.33	0.32
Interest & Other Items	0.00	0.05	0.26	0.80	0.96	1.01	0.89	0.37	0.42	0.42
PBT	0.07	0.04	-2.72	-5.57	-5.19	-4.21	1.39	4.45	-0.09	-0.10
Taxes & Other Items	0.04	0.01	0.00	0.00	0.00	0.03	0.00	0.00	0.00	—
Net Income	0.03	0.03	-2.72	-5.57	-5.19	-4.24	1.39	4.45	-0.09	-0.10
EPS	0.23	0.13	-7.31	-10.73	-7.75	-4.85	1.42	4.32	-0.09	-0.10
DPS	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Payout ratio	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00

Aspira Pathlab & Diagnostics Ltd

Aspira Pathlab & Diagnostics Ltd

Scorecard

Financial Statements

What is an income statement?

Income Statement
Industry refers to the sub-sector this company belongs to.

Higher than Industry Revenue Growth
A higher-than-industry revenue growth represents increased potential for the company to increase their market share

Increasing Market Share
Market share is the percentage of an industry's total sales going to a particular company. It gives a general idea of the size of a company v/s its competitors

Company Updates

Aspira Pathlab & Diagnostics Ltd

Scorecard

Financial Statements

What is an income statement?

Income StatementIndustry refers to the sub-sector this company belongs to.

Higher than Industry Revenue GrowthA higher-than-industry revenue growth represents increased potential for the company to increase their market share

Increasing Market ShareMarket share is the percentage of an industry's total sales going to a particular company. It gives a general idea of the size of a company v/s its competitors

Company Updates

Income Statement
Industry refers to the sub-sector this company belongs to.

Higher than Industry Revenue Growth
A higher-than-industry revenue growth represents increased potential for the company to increase their market share

Increasing Market Share
Market share is the percentage of an industry's total sales going to a particular company. It gives a general idea of the size of a company v/s its competitors