RFP Presentation on:

“Portfolio creation of Small-Cap

stocks using Momentum
Strategy”
Under the Guidance of:
Mr. Jitendra Kumar

Team Members:
Shiv Shankar Pradhan 2021JULB02008
Rajat Dave 2021JULB01088
Shoaib Hossain 2021JULB01003
Nakul Arora 2021JULB01095
Payal Mohta 2021JULB01042
Parth Godavarti 2021JULB02027
Keshab Roy 2021JULB02012
 • SNR Investment Advisor is an East Delhi-
based advisory firm.
• Incorporated on 30 Mar 2022
About the • Directors:
Company  Manoj Kumar Sharma
SNR  Mahendra Kumar Rustagi
Investment  Jitender Kumar
Advisors
SNR Investment Advisers provide services
such as :
• Investment Advisory
• Portfolio Management Services
• Financial Planning
Why do we need?
• Traditional investment asset class have industry standard return that
doesn’t account for inflation e.g Gold, Real estate, FD
• Mutual Fund categories have multiple sectors such as large cap,
bluechip, hybrid which has good returns with marginally better
returns.
• MF small cap is less investigated category due to the risk associated
with it.
Solution Roadmap
• Creating a set of investment parameters for the
selection of companies
• Analyzing the risk associated with the Company
• Data Collection
 • Creation of a portfolio that provides better
Solutions returns than the existing Small Cap Portfolio
• Creation of a portfolio that is less risky in
Provided comparison to other Small Cap Portfolio
Outline a plan for execution

Creation of Creating a
Universe using portfolio of 40- Doing Technical
50 companies analysis to get
companies from that are at an entry
the Small Cap fundamentally point.
strong
Mutual Funds

Data Collection Analyzing the Backtesting the Investment in

of the Universe Data Portfolio the Portfolio
 2019 2020
10.00% 35.00%

5.00%
30.00%

0.00%
Oct - Dec 19 July - Sept 19 April - June 19 Jan - Mar 19
25.00%
-5.00%

20.00%
-10.00%

-15.00% 15.00%

-20.00%
10.00%

-25.00%
5.00%
-30.00%

0.00%
-35.00% Oct - Dec 20 July - Sept 20 April - June 20 Jan - Mar 20

SUMMARY RETURNS Bse Small cap SUMMARY RETURNS Top 30 Stocks SUMMARY RETURNS Bse Small cap SUMMARY RETURNS Top 30 Stocks
SUMMARY RETURNS Top 40 Stocks SUMMARY RETURNS Top 40 Stocks
 2021
30.00%

25.00%

20.00%

15.00%

10.00%

5.00%

0.00%
Oct - Dec 21 July - Sept 21 April - June 21 Jan - Mar 21

-5.00%

-10.00%

RETURNS Bse Small cap RETURNS Top 30 Stocks RETURNS Top 40 Stocks
Key Learning

By undertaking this Request for Problem (RFP) Project we learnt a lot. We gained
the insights and knowledge for Creating a portfolio using different investment
criteria’s. We followed a specific path especially for creating the portfolio of Small
Cap companies. We learnt to work with the momentum strategy and various
technical indicators in the right manner.

Through our research we got to know that how risky can be a portfolio of Small Cap
companies could be. We managed and learnt How to Minimize the risk and
Maximize the Returns.
THAN
K YOU