Mutual Fund Stock Hunting Shortcut Formula


Formula

Stock Score = Repeat Count × Allocation × AUM Quality × Sector Tailwind × Business Quality

Or simply:

Repeated Stock + High Allocation + High AUM + Strong Sector + Good Business = Multibagger Candidate


Step 1: Collect Top Mutual Funds

Choose top-performing funds from:

  • Midcap

  • Large & Midcap

  • Flexicap

  • Smallcap

For example:

  • Motilal Oswal Midcap

  • WhiteOak Midcap

  • Nippon Midcap

  • HDFC Midcap

  • Edelweiss Midcap

  • Invesco Midcap


Step 2: Find Repeated Stocks

Highest Priority

Number of FundsRating
6+ funds★★★★★
4-5 funds★★★★☆
2-3 funds★★★☆☆
1 fund★★☆☆☆

Example:

StockFunds Holding
Federal Bank6
Fortis Healthcare5
AU Small Finance Bank5
BSE4
MCX4

Step 3: Check Allocation

Ignore allocations below 1%.

Prefer:

AllocationRating
>5%★★★★★
3-5%★★★★☆
2-3%★★★☆☆
<1%Ignore

Step 4: AUM Support

Money invested in the stock:

₹5000+ Cr

★★★★★

₹2000–5000 Cr

★★★★☆

₹1000–2000 Cr

★★★☆☆

<₹500 Cr

Low conviction


Step 5: Sector Rating

SectorRating
Financials★★★★★
Defence★★★★★
Industrials★★★★★
Power Equipment★★★★★
Healthcare★★★★★
Technology★★★★☆
Consumption★★★★☆
Chemicals★★★★
Telecom★★★★
Real Estate★★★

Step 6: Business Quality

Look for:

✅ Sales growth >15%

✅ Profit growth >20%

✅ ROCE >20%

✅ Debt/Equity <0.5

✅ Market leader

✅ Competitive advantage


Final Scoring Model

FactorWeight
Repeat Count35%
Allocation %25%
AUM Support15%
Sector Opportunity15%
Fundamentals10%

Interpretation

ScoreMeaning
90-100Potential 10× compounder
80-90Potential 5× compounder
70-80Strong long-term compounder
60-70Average
<60Avoid

The Super Shortcut

R × A × M × S × F

Where:

  • R = Repeat Count

  • A = Allocation %

  • M = Money behind it (AUM support)

  • S = Sector tailwind

  • F = Fundamentals



Post a Comment

Previous Post Next Post