By Rajendra
Oct 8, 2022
image credit -Unsplash
Scheme Analysis
Image Credit- Unsplash
Min 25% in Large Cap
Min 25% in Mid Cap
Min 25% in Small Cap
Image Credit- Unsplash
Strength can be found in all sizes of animal
Strong business model can be found in all sizes of companies
Image Credit- Unsplash
Stock selection & portfolio allocation happens by mix of quantitative & qualitative approach
Image Credit- Unsplash
Growth of Small Cap
Solidity of Large Cap
Potential of Mid Cap
Image Credit- Unsplash
Industry leader across market Cap
Strong MOAT
Scalable business
Image Credit- Unsplash
Emphasis is put on the company's product, service, management, competitor
Evaluating impact of prevailing & evolving macro on above factor
Image Credit- Unsplash
Concentrates on income statement, balance sheets, cash flows & relationship between price & intrinsic value
Image Credit- Unsplash
Qualitive approach helps in understanding business dynamic
Quantitative approach helps in forecasting financials
Image Credit- Unsplash
NFO Open - 6 Oct 2022
NFO Close - 20 Oct 2022
Minimum Investment - 5,000
Benchmark - Nifty 500 Multicap