What is NS MULTICAP?

A flexible portfolio with judicious mix of large, mid and small cap companies to have the right kind of stability to sail through tough times as well as has the right force to outperform in the long

Key Features of NS MULTICAP

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Investment in stocks which will benefit if India become a 5 trillion dollar economy by 2025.

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Capture Investment theme like investment, consumption, credit &
any other emerging sector.

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360 Degree Deductive logic framework & Growth in Value.

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Portfolio will comprise of 20-30 Stocks across market cap

Investment Universe, Process & Strategy

  • Stock selection procedure involving 3 broad process:
    • A combination of fundamental value and quantitative triggers to create a high value portfolio with focus to deliver superior risk adjusted returns on absolute, relative and consistent basis.
    • Principle of “Growth in Value” style of investing & principle of linearity I.e– investing in businesses, where the improvement in fundamentals is linear (gradual) which gives opportunity for valuation multiple expansion, along with earnings growth.

Rebalancing Strategy

  • Strictly based on fundamentals
  • If portfolio stocks underperforms to respective benchmark for two consecutive swings and exhibits higher volatility, that stock gets marked for Sell/Review
  • Corporate governance issue in the company

For Whom?

  • Investors with moderate risk appetite and investment horizon of minimum 3-5 years.

Basic Details

NO. OF STOCKS
20-30

BENCHMARK
Nifty 500

RISK
High

TIME FRAME
3-5 years

RIA