Zubin V Mehta created a micro-nano cap multibagger portfolio for long term investors with a high risk appetite. The portfolio consists of 37 companies selected through rigorous screening and filtering based on factors like market capitalization under 3000 Cr, debt to equity under 2, return on equity over 15%, and consistent profit growth over 15% among others. The portfolio aims to outperform prominent indexes through a 30.28% average annual return over the long term, which could turn a 1 lakh investment into over 30 crores in 25 years assuming stock splits and bonuses. However, the author notes that returns are not guaranteed and subject to market risks.
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micronanocap final document.pdf
1. MICRO-NANO CAP MULTIBAGGER PORTFOLIO
“When The Universe Doesn’t Support Your Dreams, Then You Ought To Create Your Own Parallel
Universe.” - Zubin V Mehta
About the Author:
Zubin V Mehta, has had an indepth 5+ years of rich experience across leading brands and Fortune 500
companies with an eye for drill down insights across global financial markets, debt and money markets,
commodity markets, cryptocurrency markets. He has completed his B.E and MBA from topmost leading
institutions across India. His strong and robust framework of Quality, Growth, Longevity and Price has
been embedded in selection of portfolio to subdue inflation and volatility and mitigate key risks.
Mission & Vision:
As Rightly said above when the time is right for investment we need to take that quantum leap with
unwavering faith to create astronomical high returns and outshine others with a magical portfolio.This
document aims to fulfill those who dream to surpass marquee investors and create jawdropping returns
over long time horizon. Ideally suitable for long term investors with very high risk appetite and looking to
accumulate a fortune.
Key Unique Selling Propositions:
1. Portfolio of Consistent Compounders across Micro Cap and Nano Cap Category with Market
Capitalization less than 3000 Cr where no Mutual fund/ AIF / PMS exists
2. Right asset allocation across debt free, high potential and high intrinsic value companies
3. High margin of safety and High risk adjustable returns
4. Diversification across shock proof sectors and companies with Economic Moat
5. Blended - Mix of growth and value investment methodology
6. Rigorous stress testing techniques deployed
7. Strong fundamentals and Sound technicals based on Deep Learning & Artificial Intelligence backed
algorithms from list of 3400 companies on BSE & NSE in this category
8. Selection based on Management Integrity and Leadership competency.
9. Higher Alpha than Warren Buffet and Indexes like S&P 500, Nasdaq 100, Sensex, Nifty 50, HangSeng,
CAC 40, DAX 30, DJIA 30,etc.
2. Selection Criteria:
1. Market Capitalization <3000 Cr
2. PE Ratio < 50
3. Industry PE Ratio< 50
4. Promoter holding > 40%
5. Debt to equity < 2
6. EV to EBITDA <30
7. Average return on equity 3Years > 15%
8. Current price < 5000
9. Return on capital employed > 15%
10. Debtor days < 90
11. Profit growth 5Years > 15%
12. Free cash flow 10years > 50 Cr
13. Piotroski score > 5
3. The Consistent Compounders
The 37 final contenders from an exhaustive list of 3400 stocks are screened and filtered below with
average of all parameters of the Magic Portfolio:
4. WEALTH CREATION MATHEMATICS
Thus, from the above we Infer that an Investment Lump Sum of 1,00,000 @30.28% CAGR including
dividends would become :
I. In 15years= 52 Lacs
II. In 20years= 1.98 Crores
III. In 25years= 7.45 Crores
IV. In 30years= 27.95 Crores
V. In 35years= 104.88 Crores
VI. In 40years= 393.65 Crores
Assuming a stock split once and bonus once in lifetime of 25 years the portfolio value will multiply by 4
times the above calculations which gives a minimum earning potential of 30 Crores approximately in 25
years.
Disclaimer: All views are personal and meant for educational purposes. All copyrights reserved. Not aimed
at private circulation. Above information is subject to market risks and not catering to traders. The author
is not liable or entitled for guaranteed returns and in no way whatsoever be responsible for any losses. Past
performance is not indicative that future performance will be similiar.