Why should you invest in this smallcase?
· Concentrated Strategy Structure of 20 -30 stocks out of top 500 stocks of small to mid-capitalization in NSE.
· Buy and hold philosophy – low portfolio churn (~ 100% per year)
· Periodic rebalancing (every 3-4 months) of a part of the portfolio
· Investment Horizon: Medium to Long term (3 years or more)
· Following a quantitative momentum principle followed by several layers of filtration
· A risk model used which reduces the risk and portfolio volatility through staggered building of positions
· It is non-leveraged—the exposure will never exceed the value of the portfolio
Past Performance vs
Jan 1, 2004
Past performance doesn't guarantee future returns & is inclusive of all rebalances. Download chart