
Omni DX – Digital Transformation Theme
Fast Growing, Multi-Trillion-Dollar, Multi-Decadal theme.
Recommended Investment
Amt >
₹ 5 Lakh
Min + 15K SIP
Min Investment
₹ 1,50,000/-
Get acess for
₹ 9400/6m
Our Team
Why should you Invest in Smallcase?
RATIONALE:
- The Digital Transformation (DX) impact on the Global economy to be worth over $100 trillion (World Economic Forum) with high double-digit growth rate.
- Provides exposure to USD and EUR based revenue, providing a hedge against Rupee depreciation.
- Indian tech companies have access to the largest pool of digital talent and capability to hire and train them for delivering DX projects across the Globe and across industries.
- DX is a mega-theme that is transforming the global economy while disrupting many conventional industries. The transformation will continue over the next couple of decades.
- A SuperNormal Portfolio of Indian Technology companies enabling global enterprises to accomplish their digital transformation (DX)
VIDEOS:
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NOTE:
- Under the current platform configuration, it is not possible to provide globally listed stocks directly in the portfolio. Hence, we are constrained to provide the global allocation through India-listed, INR-denominated ETFs and not via direct investment in US-listed stocks.
- LUMPSUM: To get maximum benefit from this investment, start with a lump sum of INR 5 Lakhs.
- SIP: For a lower starting amount, do an SIP of INR 15K per month.
- Holding Period: The minimum holding period should be preferably 5 years but at least 3 years.
- To stay updated on our latest research, reports and investment strategies, you can follow us on our social media handles, viz., @OmniScienceCap and @OmniScience_IN Twitter handles, @OmniScience Capital and @OmniScience smallcase LinkedIn pages, @OmniScienceCapital page on Facebook and @OmniScienceCap handle on Instagram.
DISCLAIMER:
Defining the universe
Primarily the stocks/securities which are exposed to the Defence growth vector. The universe shall include securities from primary as well as secondary ecosystems that are favourably impacted by the long-term growth potential effected by the growth vector and are traded on the National Stock Exchange. The universe includes the full value chain and the extensively defined ecosystem. The flexibility provided by the extensively defined ecosystem allows for a wider investment universe and significantly enhances the chances of finding mispriced opportunities while still benefiting from the growth vector.
Research
The portfolio is based on the Scientific Investing framework which sifts through the defined portfolio universe and weeds out capital destroying equities based on an analysis of the balance sheet, cashflows, growth and valuation. It curates a portfolio of capital multiplying companies with SuperNormal Profitability (economic alpha) arising from persistent competitive advantages and growth opportunities (growth alpha). A superior valuation toolkit further capitalizes on Mr. Market’s behavioral errors and selects companies available at SuperNormal Prices (value alpha), i.e. below their intrinsic values.
The portfolio allocation can depend on the degree of undervaluation. Securities that have higher discount to intrinsic value can be given higher weightage and vice versa. Securities with similar discount to intrinsic value are, typically, given roughly equal weightages.
This smallcase will be rebalanced on an as-needed basis.
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