Mid - Small Cap – 40 Growing Megas​

  • A diversified multi segment holdings report predominantly from the universe of top 500 companies with focus on alpha generation along with stability and liquidity.
  • Strategy is dynamically placed to encash Bull markets, Bull market corrections, Bear markets and Sideways markets.

  • Momentum stocks from top 500 to generate alpha.
  • Uses Index ETFs to pace up with index returns.
  • Uses Debt ETFs to provide cushion for extreme market opportunities.
  • Uses Index derivatives to reduce risks and adds value in long term for beta and alpha generation

  • Suggests from large and mid cap space, that are in strong price momentum
  • Max holdings are capped at 40
  • Smart use of leverage using exchange approved MTF
  • Top Down approach of momentum, Fundamentals and Technicals
  • Monthly reviewed and churned to remove under performers

  • Universe of top 500 companies by Market cap.
  • Identify companies through filters based on price momentum, earnings momentum, money flow, management quality and sectoral leaders.
  • Well diversified composition of upto 40 companies with inbuilt single company exposure capped at 5%

  • Strategy identifies strong momentum in price and earnings with growth potential in Large and Midcap side.
  • Uses strong process of Risk Management, inbuilt market dynamics based allocation.
  • Top Down approach of sector and company selection.
  • Reviewed on monthly basis to have winners running and working for us.

  • Monthly reviewed to capture market dynamics of bull markets, bull market corrections, bear markets and sideways markets.
  • Underperformers are eliminated and moved to Index ETFs and Debt ETFs to give better opportunity cost for investment
  • Outperformers are carried to make winners are running, working and winning for us

  • Who looks to invest beyond mutual funds.
  • Who looks for structured strategy to get diversified returns and performance
  • Who have a great risk appetite and with an investment horizon of minimum 3years
  • Who have disposable income and amounts with no mapping of financial goals

  • NO. OF STOCKS : Up to 40
  • BENCHMARK : Nifty 500
  • RISK : Nifty
  • TIME FRAME : Min – 3Years
  • RA :Sampadha Fin Research SEBI Reg : INH200008006BSE Enlistment Number: 5413

  • Ideal Ticket Size : Rs 10Lakhs and More
  • Opinion : One Time Investment Only, No SIP allowed
  • Subscription mode : Upfront or Prepaid, No Free Trail or Post Paid Not allowed
  • Withdrawal : Full Only, Partial Not allowed
  • Lock In Period : No Lock In, Minimum 3years of holding period is suggested

    • Direct Mode:
  • Upfront Subscription : 3.0% per year of ticket size i.e Rs 30,000 per year (Billed and Payable on Quarterly basis at 0.75% per quarter i.e Rs 7500 per quarter)
    • Advisor or Business Partner Mode :
  • Upfront Subscription :4.0% per year of ticket size i.e Rs 40,000 per year (Billed and Payable on Quarterly basis at 1.00% per quarter i.e Rs 10000 per quarter)
  • Notes : Subscription fees is on the ticket, not on the AUM or AUA
    • Illustration :
  • If the Invested amount is 10Lakhs, becomes 15Lakhs or 8Lakhs in total, the subscription fees would be flat at the same level, and are not dependant on the holdings or Portfolio or Investment Value.

  • Basket Category : Sampadha Mid – Small Cap
  • Release Date : 2nd Saturday of every Month
  • AMFI Stocks Rank : 250th to 500th
  • Max Leverage : 1.5X
  • Max Holding Value : 15Lakhs
  • Max Stocks : Upto 40
  • Asset Classes Suggested : Equities, Equity ETFs, Debt ETFs, Index Options

    • Expertise :
  • Our team has the experience and expertise – in both investing and trading in derivatives over years – to identify opportunities in the new instruments driving the next generation wealth creation techniques.
    • Experience :
  • The team has more than 35 years of industry experience in analyzing and trading derivatives, with specialisms in technical and derivatives analysis.
  • Our dedicated relations team works closely with you to share ideas, products, strategies, and insights to serve the best to our clients.

    • Our Strategies have diverse objectives, of long-term portfolio creation, short-term income generation from existing holdings, wealth creation, liquidity needs, research advisory services, asset allocation and risk management solutions for an ever-changing and evolving market dynamics.

    All our strategies are well-drafted and we make sure that they are properly fitted in our clienteles’ financial plans.

  • We believe capital markets are not just only buy and hold investments avenue
  • We believe capital markets as a business which has to be managed on day to day basis
  • A gateway to high end alternative investing/trading strategies
  • Get the dual advantage of leverage and risk management to pace up your Return on Investment
  • More returns on investment
  • Measured Leverage with inbuilt risk management
  • Carefully curated and diversified strategy
  • Market Cap wise, Index wise, entry wise, market timing wise, holding period wise, exit wise
  • Only for select few clients
  • It’s only for go getters, achievers and high risk seekers

  • No prediction, only action
  • No confusion, only execution

  • Inbuilt Risk Management
  • Strategy hedge
  • Execution edge

  • We treat stock markets as business, not just as an investment
  • We treat stock markets as a business, not as a gambling avenue
  • We take measured and calculated risks, no irresponsible investing
  • We focus on risk management, no risk averse
  • We focus on process implementation, no random decisions
  • We are vigilant and diligent, no recklessness
  • We are market dynamic, no biases
  • We use simple but high end strategies, no complexity
  • We focus on multiple income streams, not just single income source
  • We focus on time in the market, and timing the market, not just buy, hold and pray

    • At Sampadha we help our clients to
  • Use 8 Profits centers from capital markets is our philosophy and ideology for making money, wealth creation and cash flow generation
  • Use the power of leverage to gain more
    1. Get additional income from your assets
    2. Optimal leverage to generate alpha (additional income from the existing assets)
    3. Less investment more income (Better risk-adjusted returns)
  • Move to next level of the wealth creation process
    • Leap from traditional methods of investing to new age investing and trading strategies.
  • Make money like Hedge Funds
    • High-end money-making strategies of Hedge funds and Alternative Investment Funds (AIFs) to our retail clients
  • Gain along with the FIIs
    • Let us also participate in capital markets business and make money to achieve financial freedom
  • Get multiple incomes other than just Dividends and Capital Growth
    • Multiple ways to financial freedom, why only have 2 sources, Why not third and fourth type of BUSINESS Income ?
  • Why Only Buy, Hold and Pray ?
    • Why only make money in Bull markets, Why not make money in declining or Bear markets and sideways markets also ?
  • We spend time in the market and timing the market
  • Equities for wealth creation
    • Why not derivatives for cash flow ?
  • Why diversify to reduce risk?
    1. Why not focus to make more ?
    2. Risk comes from not knowing what you are doing
    Why risk more for less ?
  • Did you know that Index gyrates around 35 to 40% per annum, while we assume 10% to 15% per annum as returns from equities ?
  • Hedge and reduce risk

  • Call us on 9949365926

  • Step-1 : Complete KYC and Additional KYC Details
  • Step-2 : Risk Profiling
  • Step-3 : Product suitability check
  • Step-4 : Select Subscription Period
  • Step-5 : Give consent on term sheet and Sign the Agreement
  • Step-6 : Start the service
  • Step-7 : Enjoy the wealth creation process+