NBFC
Retail, vehicle, gold, MSME, and infrastructure finance companies.
NBFC vs Nifty 500
Weekly basket performance over the latest 52 observations. Green is ahead of Nifty 500; red is behind.
- Theme return
- -16.8%
- Nifty 500
- -7.0%
- Vs Nifty 500
- -10.5%
- Latest coverage
- 101/102
How this plot is calculated
The theme line is green when its cumulative rebased performance is above Nifty 500 and red when it is below. The chart callout shows the latest relative performance as the theme level divided by the benchmark level, minus one.
The basket uses the theme's current reviewed companies. For each available week, we calculate every valid constituent's close-to-close return and give each company the same weight. If a weekly rollup is missing or lags the daily series, the final available daily close in that week is used.
For baskets with at least 10 valid stocks, the highest and lowest 5% of weekly returns are trimmed to reduce split, corporate-action, and single-stock distortions. Weekly basket returns are then compounded and rebased to 100 beside the Nifty 500.
Breadth is the share of valid constituents that rose that week. Coverage is the number with usable aligned prices divided by current membership. Weekly moves above 80% are excluded as likely data or corporate-action outliers.
Limitation: this is a current-membership historical reconstruction, not a point-in-time investable index. It can contain survivorship bias and excludes costs, liquidity impact, dividends, and rebalancing turnover.
Model note: Current-member weekly equal-weight returns (5% tails trimmed for baskets of 10+), compounded and rebased to 100 against Nifty 500; lagging weekly rollups are patched with the final available daily close, and rotation uses 13-week excess return with four-week acceleration.
Theme scorecard
Measures whether this idea is investable today by blending cohort quality, valuation cushion, and price momentum. It is a research filter, not advice.
NBFC
A focused investor view: high-conviction names first, then small/micro exposure only as controlled satellite risk. Live U-Score and MoS still come from the current database.
High-conviction shortlist
Curated company map
Names from the curated theme note. Solid chips are present in the live eligible cohort; dashed chips need membership review, ticker verification, or may be indirect/unlisted exposure.
Investment thesis
NBFCs serve MSME, rural, vehicle, gold, consumer, and infrastructure finance niches where banks are less nimble. Funding quality and asset quality are the key differentiators.
Key triggers
- Rate easing and lower funding cost
- Vehicle and MSME demand
- Gold and rural recovery
- Infra finance growth
Major risks
- ALM and liquidity risk
- Asset-quality shocks
- Regulatory tightening
- Bank competition
Thesis
A data-generated NBFC basket from tagged stocks. Funding quality and asset quality are central to the theme.
- ▸Credit growth
- ▸Funding-cost cycle
- ▸ALM and credit risk
Top picks · ranked by U-Score within this cohort
Auto-included from the NBFC tag. Use the scorecard and metrics to decide whether it fits your thesis.
Auto-included from the NBFC tag. Use the scorecard and metrics to decide whether it fits your thesis.
Auto-included from the NBFC tag. Use the scorecard and metrics to decide whether it fits your thesis.
Full cohort
Auto-included from the NBFC tag. Use the scorecard and metrics to decide whether it fits your thesis.
Auto-included from the NBFC tag. Use the scorecard and metrics to decide whether it fits your thesis.
Auto-included from the NBFC tag. Use the scorecard and metrics to decide whether it fits your thesis.
Auto-included from the NBFC tag. Use the scorecard and metrics to decide whether it fits your thesis.
Auto-included from the NBFC tag. Use the scorecard and metrics to decide whether it fits your thesis.
Auto-included from the NBFC tag. Use the scorecard and metrics to decide whether it fits your thesis.
Auto-included from the NBFC tag. Use the scorecard and metrics to decide whether it fits your thesis.
Auto-included from the NBFC tag. Use the scorecard and metrics to decide whether it fits your thesis.
Auto-included from the NBFC tag. Use the scorecard and metrics to decide whether it fits your thesis.
Auto-included from the NBFC tag. Use the scorecard and metrics to decide whether it fits your thesis.
Auto-included from the NBFC tag. Use the scorecard and metrics to decide whether it fits your thesis.
Auto-included from the NBFC tag. Use the scorecard and metrics to decide whether it fits your thesis.
Auto-included from the NBFC tag. Use the scorecard and metrics to decide whether it fits your thesis.
Auto-included from the NBFC tag. Use the scorecard and metrics to decide whether it fits your thesis.
Auto-included from the NBFC tag. Use the scorecard and metrics to decide whether it fits your thesis.
Auto-included from the NBFC tag. Use the scorecard and metrics to decide whether it fits your thesis.
Auto-included from the NBFC tag. Use the scorecard and metrics to decide whether it fits your thesis.
The first 20 ranked names are open. Sign in to see every company attached to this theme. 82 more rows available after sign-in.