The Funda Strategy
A strategy that works for your Goals
Designed by experts, Diversified to suit
Select from our products to match your requirement.
Small Cap
Small cap companies have a price benefit than the other two categories. It is also less volatile in comparison and provides a sustainable growth in returns.
Mid Cap
Mid cap stocks are those which have a market capitalization between 5000 Cr to 20000 Cr. These are the emerging leader stocks which have a good return potential and have a capability to outperform their peers.
Large Cap
Large cap stocks are already established players in the market which are providing consistent returns along with stable growth. These stocks have a high market value and established product line widely accepted by consumers.
illustrations
We just don't say, We deliver it.
| Company | Entry Price | Entry Date | Gain/Loss % | Position Closed |
|---|---|---|---|---|
| BF Utilities Ltd | Rs. 377 | 21-Jul-23 | 112% | 48 days |
| Cartrade Tech Ltd | Rs. 430 | 05-Jun-23 | 50.58% | 101 days |
| BF Investment Ltd | Rs. 380 | 31-Jul-23 | 48.05% | 28 days |
| CARE RATINGS LTD | Rs. 420 | 20-Jun-23 | 40.24% | 100 days |
| Modi Rubber Ltd | Rs. 68 | 11-Aug-23 | 30.19% | 60 days |
*Disclaimer: "The securities quoted are for illustration only and are not recommendatory"
*Note: The past performance is not an indicator of future performance.
Invest where your dream comes true
Factors determining the return potential.
Have a Question ?
Funda involves a meticulous and thoughtful approach to selecting stocks based on fundamental data, including factors such as cash flow, balance sheet analysis, earnings momentum, and capital structure. We take these aspects into consideration when analyzing and choosing stocks for investment, in order to help our clients make informed and effective investment decisions.
Growth-oriented investments are those that have the potential to deliver high returns over the long term, through consistent revenue growth and expansion of operations. These investments can be attractive to investors who are looking for opportunities to build wealth over time, and who are willing to take on some level of risk in order to do so.
Cash flow is a key metric to consider when evaluating investment opportunities. It represents the amount of cash a company generates from its operations, and can be a good indicator of its financial health and ability to invest in growth opportunities. A company with strong cash flow is more likely to be able to sustain its operations and invest in future growth, making it a more attractive investment option.
A strong balance sheet is one that shows a company has more assets than liabilities, and is able to meet its financial obligations. This can include having zero debt or a conservative capital structure, as well as having a strong asset base and a healthy cash position. A company with a strong balance sheet is less likely to encounter financial difficulties, making it a more attractive investment option for risk-averse investors.
A moat is a competitive advantage that a company has over its competitors, which helps to protect its market position and generate consistent earnings. This can include factors like strong brand recognition, high barriers to entry, and a unique product or service offering. A company with a strong moat is more likely to be able to sustain its competitive edge and deliver consistent returns over time.
Pledged shares are shares of a company's stock that have been pledged as collateral for a loan. This can be an indicator of financial stress, as the company's management may have had to pledge shares in order to secure financing. This can be a red flag for investors, as it indicates that there may be underlying risks associated with the company's operations or financial health. It's important to consider the level of pledged shares when evaluating an investment opportunity, in order to make an informed decision.
Start investing today, for a better tomorrow
If you’d like to talk to our executive kindly call us on +91 8884014014 during 9 am - 5 pm weekdays.
Start investing today, for a better tomorrow
If you’d like to talk to our executive kindly call us on +91 8884014014 during 9 am - 5 pm weekdays.
*Disclaimer: “Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.”
*Standard warning: “Investment in securities market are subject to market risks. Read all the related documents carefully before investing.”
Note: We have changed our pricing with effective from 01/12/2024.
Niveshartha ©2024 All Rights Reserved.
Developed by Techisor