Returns calculator

Your investment could be worth

₹1,10,000

+₹10,000 (10.00%)

If you invest ₹

For time period of

Portfolio allocation

About portfolio

Intrinsic Value follows 3 dimensional ranking system to unearth the market leaders

The pool of 900 stocks is selected from total 4000 stocks on the stock market by removing Different Red flags.
These 900 stocks are then ranked based on Intrinsic Value's 3-dimensional ranking system.
Top 50 stocks are chosen among those and after due diligence, 25-35 stocks are bought through this Portfolio.
Nos of stocks can vary from 10-20.
Quarterly, Ranking system, and due diligence part is repeated and rebalancing is done.
For first-year rebalancing can be frequent. after 1 year it will be 2-3 rebalances a year.
Preferred amount of investment should be at least 2-3 lacs.

Key details

No. of Stocks & ETFs

Basket Created on

13 May 2026

Rebalance

3 Aug 2026

15 changes

25 Sep 2026

22 changes

Monthly basis

Next rebalance

Methodology & factsheet

Defining the Universe

All Good quality and undervalued stocks are the universe for this smallcase.
Research

Quality parameters like Sales growth, ROCE, Profit Growth , Valuation Parameters like Price to Book, Price to Sales, Price to Cash Flow. And Triggers like Capex, Promoter holding increase or cloning techniques are used to search the stocks and make a portfolio
Constituent Screening

Individual stocks are found based on above Parameters and cyclical factors.
Weightage

Mostly weighing is done equally distributed so that the risk and reward can be distributed equally.
Rebalance

This smallcase will be rebalanced on an as-needed basis.