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

Lower 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

Higher 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

Increasing Total Revenue

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

Increasing EBITDA Margin

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

Increasing 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

Increasing EBIDTA

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.

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

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

High Quality Right Price

Invests in 15-22 companies that can Multiply Your Wealth in the next 2-4 years.Theme:-AatmaNirbhar Bharat- Policy Formulated by PM of India to make India a "bigger and more important part of the global economy" pursuing policies that are efficient, competitive, resilient and being self-sustaining and self-generating.-China Plus One- Is the business strategy to avoid investing only in China and diversify business into other countries. Many companies are looking to diversify their manufacturing into countries like India as a part of their de-risking strategy.-Production Linked Incentive Scheme- Extends an incentive of 4% to 6% on incremental sales (over the base year) of goods manufactured in India and covered under target segments, to eligible companies, for a period of five (5) years-Make in India-Initiative to encourage companies to manufacture in India and encourage dedicated investments into manufacturing.-Government initiatives like Anti Dumping Duty, Import Licensing High Quality Right Price Companies-Strong Balance Sheet and Low Debt on books.-Good Management integrity, capability and performance track record.-Available at Reasonable Valuations-Multi-cap Strategy-Announcements, Results, News of the companies are regularly researched

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>

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>

XC Quant: Dividends

<ul><li>Started with the universe of XC 500 stocks</li><li>Payout ratio less than 80% of the latest fiscal report</li><li>Free Cash Flow per share is greater than the dividend per share of the latest fiscal report</li><li>Free Cash Flow per share is greater than the dividend per share in three of the last five fiscal years</li><li>Expected growth rate in EPS over the next 3 years greater than 5%</li><li>Stock is trading above the 200 daily moving average (DMA)</li><li>Stocks with the highest dividend yields are included in the portfolio</li></ul>

Xumit Capital is a SEBI registered Investment Adviser & Research Analyst. We strive to generate attractive returns on different investment strategies by using fundamental as well as technical studies.

Xumit Capital

Super Momentum

Using his Signature Strategy to charge up the smallcase with High Momentum stocks, Sitanshu uses Technical Analysis, Fundamental Analysis &amp; Sentiment analysis in combination all together. He believes that real high momentum can only be spotted in stocks if they satisfy all of these three conditions <ul><li>Good Technicals: Breakouts, Patterns, Volumes, Indicators etc.</li><li>Good Fundamentals: High Sales, Profits, Margins etc.</li><li>Good Sentiments: Macro Economy, News Flow, New Orders, Acquisitions, Merger, Bonus, Dividends etc.</li></ul> Through cutting edge research techniques, Sitanshu aims to select stocks that satisfy these conditions and assembles them into the Super Momentum Smallcase. All recommended stocks should be treated individually and this is not a model portfolio. This service is provided according to rules of SEBI registered research analyst and nothing more. If there are no good opportunities in the markets, he will shift to safe assets like debt and gold to protect investors capital.

PowerTrade uses Technical Analysis, Fundamental Analysis and Sentiment Analysis ALL TOGETHER to find Undiscovered Stocks that might show strong uptrend.

PowerTrade

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

All in One

The ETF portfolio consists of 3 asset classes built to generate consistent returns across all market cycles. This is a long-only strategy to optimize risk-adjusted returnsEach asset class is chosen with a specific purpose:<ul><li>Indian Equity – to drive returns by capitalizing on India’s growth story</li><li>Debt – to generate stable returns, reduce volatility, and protect against steep corrections</li><li>Gold – to protect against inflation and economic shocks</li></ul>Additionally, exposure to multiple asset classes improves the risk behavior of the portfolio.Gold and Debt have a negative correlation with equities. This helps in reducing the portfolio risk and gives a diversified portfolio across asset classes.In our back test results, this smallcase has shown significantly lower drawdowns than Equity during economic shocks such as Global Financial Crisis (2008) and Covid (2020).The smallcase is rebalanced quarterly to generate better risk-adjusted returns

Invest in ETF & Stock baskets with India's leading Fintech -1Cr users & 25 years of experience

Angel One

H2 WEALTH BUILDERS

H2 Wealth Builders portfolio is a portfolio of 8-15 companies which are company have long history in capital markets with strong earnings growth in past and high growth potential in future with investment horizon of 5 to 10 years.PORTFOLIO CHARACTERISTICS·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Diversified portfolio of ~ 8-15 stocks·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Value + Growth + Technical Strategy·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;This small case portfolio is structured to be long-term in nature and it is highly recommended only for subscribers who have an investment horizon of at least 5 to 10 years. H2&nbsp;INVESTMENT MANAGERS will always prioritize longevity of healthy returns over short-term high returns.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;We suggest a minimum investment of 10-25 lakhs in this small case portfolio (lump sum or over a period) for the fees to make economic sense.The focus is to create long-term wealth for subscribers. We will focus a lot on behavioral aspects of investing and focus on process.

Hitesh Chauhan is a Chartered Accountant and SEBI registered Research Analyst (INH000007030). He has been associated with equity markets for more than 18 years in various capacities as equity portfolio adviser to various HNI’s and now a full time investor and investment advisor. He has also taken lectures at ICAI on Equity Markets. This association has helped him inculcate so many learnings from Mr. Market riding through the ups and downs, and there is no short cuts to make wealth. The biggest learning has been that one has to be a keen learner in markets throughout one's life.

H2 INVESTMENT MANAGERS

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

Alpha Momentum

Alpha Momentum is a concentrated portfolio of companies which have strong earnings momentum in their favor or are beneficiaries of current economic/ sectoral trends. The portfolio companies could be beneficiary of other tailwinds like changing sectoral trends or change in management amongst others. While the portfolio would invest into high quality growth companies, it would keep booking profits on a timely basis. The objective is to ensure investor value creation is not constrained by market volatility. The portfolio shall be actively managed with moderate to high portfolio turnover ratio.

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

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

Sail with ETF

Sail with ETF consists of sectors and themes that are expected to grow with India's growth and your growth! ETFs provide a smoother ride. As a fund of funds of ETFs, we do not want to over diversify. We will focus with 4 sectors that we and you see growth in.

finvestor.in is run by financial enthusiasts and aims to generate long term wealth by investing in the best companies of India.  You can be any of the investors - DIY (Do It Yourself) , HNI, any income group - we help your wealth grow.

Run by SEBI Registered Investment Adviser, Krishna Rath, and his team of IIT IIM alumni & financial enthusiasts.

finvestor.in

Equity & Debt

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>

Value & Momentum Smallcase (AUM based Fee)

The investment strategy combines some stocks that are undervalued and others that have a strong price momentum. Combining the 2 approaches adds balance to the portfolio while aiming to generate excess returns over market cycles.

50% Value || 50% Momentum || Medium Risk || 25% CAGR over last 3 years || Ideal for small investment size -- 

This smallcase consists of a narrow list of 15 stocks - including small, medium and large caps. 50% of stocks are picked based on price momentum and the rest are undervalued stocks.  The aim is to take moderate risk and beat the Nifty Multicap index over long term. 

I am SEBI registered research analyst who has previously worked with JP Morgan and Ambit Capital.

Simple Investing

Zero Debt

This smallcase combines criteria like zero debt, constant earnings growth and return on equity to select quality stocks.<ul><li>Constant growth in earnings indicates good management performance and proves that the company is making money for its shareholders. This smallcase includes companies whose earnings per share have been growing consistently by more than 20% over the last 5 years</li><li>Return on equity indicates how much profit is generated with each rupee of the shareholders’ equity. Average pretax ROE of companies included in this smallcase is 35%, indicating good capital management</li><li>Companies with zero debt do not pay any interest, which boosts their profitability. This smallcase consists of debt free companies</li></ul>Use this smallcase to invest in debt free quality companies that have been growing rapidly.&nbsp;

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

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>

Multi-Asset Smart ETF

Mutli Asset Smart ETF is a smart passive smallcase that will hold ETFs based on multiple assets – Indian equities, global equities, gold, debt, liquid funds etc. <ul><li>The smallcase will combine assets that have low or negative correlation with each other so that portfolio volatility is reduced. For example, when equities fall, it is seen that gold remains stable or rises.</li></ul> <ul><li>Unlike a dumb passive strategy that buys all underlying assets irrespective of valuations, this is a smart passive strategy. The mutual weights of various multi asset ETFs will be dynamically balanced based on past returns, and future outlook so that an investor doesnot own high proportion of overvalued asset classes at any point in time.</li></ul> <ul><li>This strategy when combined with the power of investing through a SIP route, creates safety at two levels. One at the smallcase level, and second at investor level through SIP.</li></ul> <ul><li>The objective of the smallcase is to enable investors to earn, over 3-5 year period, market returns at low cost and lower volatility than one asset class. Lower volatility gives staying power. And time is the essence of compounding.</li></ul> <ul><li>It is important to note, what this smallcase cannot deliver. Unlike our other smallcase - <a href="https://cedcapital.smallcase.com/smallcase/CEDMO_0001" rel="noopener noreferrer" target="_blank">Sustainable Compounders</a> , this smallcase is not an alpha product. In other words, it will not beat the underlying indices on which it is based. It is just a better passive product than what you can get through a mutual fund.</li></ul> **Book <a href="https://cedcapital.smallcase.com/smallcase/CEDET_0001" rel="noopener noreferrer" target="_blank">direct plan</a> and get 20% cashback**

Compound Everyday Capital Management LLP is a SEBI registered Portfolio Manager and Investment Adviser.  It is a value oriented investment firm offering reasonable risk adjusted returns since 2012.

Disclaimer: Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Compound Everyday Capital

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

 Trade Ideas Gulluck For Active Investors 

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

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.

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>

Metal Tracker

Rise in infrastructure development and automotive production are driving growth of the Indian metal sector. Booming power and cement industries are also aiding growth.<ul><li>India is the 2nd largest crude steel producer, 3rd largest producer of coal and 4th largest in terms of iron ore production. It also has the 7th largest bauxite reserves.</li><li>100% FDI is allowed in the mining sector and exploration of metal and nonmetal ores under the automatic route.&nbsp;</li><li>The Government aims to increase the steel production capacity to 300 MT by 2030-31, indicating new opportunities in the sector.&nbsp;</li><li>Cumulative FDI inflows into the mining and coal production sectors between April 2000 and March 2020 stood at US$ 2758.44 million</li><li>To achieve transparency as well as better regulation and enforcement, the National Mineral Policy 2019 has been launched.</li></ul> This smallcase comprises aluminum, copper, manganese, iron &amp; steel and diversified companies to allow investors to efficiently track and invest in the metals and mining sector.

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

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.

Strong Performer (Under Radar)

Price return has been average, nothing exciting

Performance

Seems to be overvalued vs the market average

Valuation

Financials growth has been moderate for a few years

Growth

Showing good signs of profitability & efficiency

Profitability

Fundamentals

Good time to consider, stock is not in the overbought zone

Entry point

Promoter pledged holding

Unsolicited messages

Default probability

Red flags

Large Cap Growth Strategy

<ul><li>The strategy provides excellent stocks from the Top 100 LargeCap stocks, based on growth parameters- Sales and EPS.</li><li>It has been back-tested for 5 years based on artificial intelligence, using fundamental parameters such as quarterly Sales growth and EPS Growth and Quality parameters such as, ROE and DE to refine the stock list further.</li></ul>

We provide amazing portfolio strategies which give high return with low risk.

Value Stocks

Safe Haven

Volatility measures the risk of security. A stock with higher volatility will see its price fluctuate rapidly within a specific period, whereas a low volatility stock will not see as much price fluctuation. Higher the volatility, the higher the perceived risk. Beta is one of the ways of measuring volatility. A stock with a beta of less than 1 would be less volatile than the market. Low beta stocks ensure that the portfolio is not very sensitive to market sell-offs. <ul><li>The universe of stocks for the Safe Haven smallcase is such low beta stocks. </li><li>These stocks are then subject to checks on various parameters including but not limited to proportion of pledged promoter holdings, favourability amongst institutional investors, etc. </li><li>Finally, the qualifying stocks are then run through proprietary algorithms that help choose liquid low beta stocks.</li></ul>

FMCG Tracker

Chordia Food Products Limited makes processed food products. The Company is engaged in manufacturing pickles, ketchups, instant mixes, syrups and other processed foods. It sells products under the brand name Pravin, Navin and Toofan.

Financial Year	FY 2015	FY 2016	FY 2017	FY 2018	FY 2019	FY 2020	FY 2021	FY 2022	FY 2023	TTM
Total Revenue	42.41	42.11	51.94	59.57	60.64	65.54	78.20	80.71	2.89	2.89
Raw Materials	36.22	38.73	49.98	52.41	36.63	39.57	53.82	53.41	1.59	1.59
Power & Fuel Cost					1.31	1.33	1.30	1.34
Employee Cost					5.82	5.84	6.34	8.71
Selling & Administrative Expenses					6.12	9.70	8.21	12.90
Operating & Other expenses					4.78	5.55	4.96	6.53
EBITDA	6.19	3.38	1.96	7.16	5.98	3.55	3.57	-2.18	1.30	1.30
Depreciation/Amortization	0.85	1.17	1.29	2.08	2.08	2.08	1.80	1.84	0.89	0.89
PBIT	5.34	2.21	0.67	5.08	3.90	1.47	1.77	-4.02	0.41	0.41
Interest & Other Items	1.04	1.45	1.40	1.11	1.04	0.54	0.65	0.73	0.16	0.17
PBT	4.30	0.76	-0.73	3.97	2.86	0.93	1.12	-4.75	0.25	0.24
Taxes & Other Items	1.01	0.25	0.00	0.97	0.79	0.28	0.34	0.00	0.07	0.04
Net Income	3.29	0.51	-0.73	3.00	2.07	0.65	0.78	-4.75	0.18	0.20
EPS	8.00	1.26	-1.75	5.42	4.85	1.17	1.40	-8.54	0.47	0.36
DPS	—	—	—	—	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

Chordia Food Products Ltd

Chordia Food Products 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

Chordia Food Products 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