Most Bought smallcases for February 2022

February was a month of anticipation for investors in regard to the announcement of The Budget 2022’. Everyone was looking forward to understanding the plans that the Government had in regard to its expenditure for the country. The Budget was a topic that was a constant pick for investors, advisors and citizens to constantly discuss in great detail. It seemed like a new road for the government to tread. And then in an unexpected turn of events, Russia declares war against Ukraine. This sent the Global Markets into a downward spiral, with the markets falling a little over 5% last week. With global markets being more integrated than ever, India relies heavily on Russia for oil, defence equipment etc among others.

smallcases are model portfolios of stocks/ETFs based on a theme, idea or strategy. It is a modern investment instrument for investors to build long term diversified portfolios. smallcases are created by SEBI registered professionals. smallcases have brought a lot of flavour to investing as they are created across various strategies, market segments, sectors and risk profiles.

These are the Most Bought smallcases for February 2022.

Wright ️ Momentum

•Managed by: Wright Research


•Strategy:

•Mid Cap
•This is a high risk equity strategy to participate in high momentum stocks with a check for volatility. This strategy is specifically built to take advantage of the bull market.

•This is a multi stock portfolio of 20-25 stocks selected from the top 300 universe

•The underlying equity themes consist of selecting high quality stocks with high momentum and low volatility.
Wright ️ Momentum smallcase by Wright Research

Green Energy

•Managed by: Niveshaay

•Strategy:

•Small-Cap

•A portfolio of stocks, which will get benefit from the renewable energy sector development

•This is a portfolio of stocks, which will get benefit from the energy transition
Green Energy smallcase by Niveshaay

IIFL Covid-19 Resilient Portfolio

•Managed by: IIFL Securities

•Strategy:

•Large Cap

•IIFL Covid-19 Resilient Portfolio takes a bottom-up approach for stock selection and invests in the companies which are likely to remain resilient during the Covid Pandemic

•As some economic & health indicators are pointing towards downwards revision to the GDP forecast, investing in the covid resilient sectors would be an ideal strategy to tide over the covid-wave.
IIFL Covid-19 Resilient Portfolio  smallcase by IIFL Research

Capitalmind Momentum

•Managed by: Capitalmind

•Strategy:

•Mid and Small-cap

•Up to 25 stocks selected based on sharpe ratios and liquidity with weekly rebalancing

•This portfolio aims to capture the Momentum factor with back tested data of over 4 years
Capitalmind Momentum smallcase by Capitalmind

Listed Venture Capital

•Managed by: Lotusdew

•Strategy:

•Small Cap

•Venture Capital style investments into small listed companies with quality governance board & quality earnings poised to grow

•Fundamental ideas are used like variability of margins, earnings stability, one off items in reported earnings as few of the methods to further shortlist.

•Portfolio construction techniques are used to make the small case representative of the broad economy.
Listed Venture Capital smallcase by Lotusdew Wealth

High Quality Right Price

•Managed by: Green Portfolio

•Strategy:

•Mid and Small-cap

•This smallcase invests in stocks that will benefit from the Aatma Nirbhar Bharat theme

•Invests in 15-20 companies that can Multiply Your Wealth in the next 2-4 years with High Quality and Right Price
High Quality Right Price smallcase by Green Portfolio

Omkara Opportunities Smallcase

•Managed by: Omkara Capital

•Strategy:

•Small Cap

•Own India’s best mid & small-cap manufacturing businesses

•3 P Investment Philosophy: Promoter, Product, Price

•Growth at reasonable price
Omkara Manufacturing Smallcase smallcase by Omkara Capital

Teji Mandi Flagship

•Managed by: Teji Mandi

•Strategy: 

•Multi-cap

•Concentrated portfolio of 15-20 stocks that blends short term tactical bets with long term winners

•Liquid stocks: Stocks picked from Nifty 500, providing optimum liquidity

•Focused stock picking: Short term tactical bets  are combined with long term winners to create a portfolio.. This ensures that the investor gets the advantage of stocks that would compound over a 12-18 month period, and is able to take advantage of special company/sector situations from a 3-6 month perspective.
Teji Mandi Flagship smallcase by Teji Mandi

Mi_NNF10 Momentum

•Managed by: Weekend Investing

•Strategy:

•Large Cap

•This is a 10 stock Rotational Momentum Monthly rebalanced smallcase within the NNF50 index

•The objective is to create sizeable alpha with liquid stocks from Nifty Next 50 using the momentum logic
Mi_NNF10  Momentum smallcase by Weekend Investing

Naukri Se Azaadi Wealth Creator

•Managed by: Equityrush

•Strategy: 

•Small-cap

•A portfolio of top dual momentum stocks curated by Kunal Saraogi.

•This portfolio is focused on identifying and investing in quality stocks that exhibit both real and relative momentum.

•Stocks are selected using a stock selection matrix that sifts through close to 800 liquid stocks to arrive on constituents of this smallcase.
Naukri Se Azaadi Wealth Creator  smallcase by Equityrush

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