Blue-chip companies are qualified as high-quality and usually large cap companies. Typically, they have been in business for many years and are considered to be very stable with consistently growing revenues. Sound fundamental companies with a solid track record of generating revenues – hand-picked by StockAxis through its deep research, extensive experience and insights.
The objective is to identify companies which are potential leaders in their respective sectors with an aim to generate long term capital appreciation.
Stock Selection Process
StockAxis follows 4 key stages of screening potential Blue-Chip picks:
Step 1: Fundamental strength at the right ‘buy’ point
The ‘Blue-Chip’ investment team uses a number of proprietary screening tools to shortlist stocks (among the large universe of companies) that meet the parameters of having fundamental strength while being available at the right ‘buy’ point.
Step 2: In-depth fundamental research
The StockAxis ‘Blue-Chip’ research team undertakes rigorous fundamental analysis of the shortlisted potential blue-chip stocks. These potential valuation outliers must meet parameters such as earnings growth, profitability parameters, management experience and competence, return on equity benchmarks, competition analysis, etc. These companies if available at an attractive valuation with the potential to create wealth in the medium to long term, are shortlisted for further macro research i.e. industry, management strategies and reputation, track record etc.
Step 3: Macro research
Through our disciplined, research-intensive approach, we examine company and industry prospects over the intermediate and long term, working to understand and anticipate how industries and businesses will change over time.
Step 4: Stock monitoring and review
The strongest stock ideas from our extensive research process become candidates for recommendation. These stocks are actively monitored till the position is open.
Blue-Chip - Key Traits
Systematic Investment Approach
30 - 40% allocation in the first month and remaining gradually, according to the market cycle over the year
Number of Recommendations in a year
10 - 12 stocks
15% - 20% per recommendation
StockAxis’ support services
- Direct touch with Fundamental Research Analysts
- Recommendations via sms, email & app notifications in real time
- Research reports & updates via email
- Dedicated relationship manager
- Full support on your invested portfolio