Conservative Portfolio | Buy List - 6 Dec 19

All publicly traded companies on the National Stock Exchange of India are included in the universe

The team does in-depth research to decide the criteria to be used for constituent screening

smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

The research team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

This smallcase has a weekly rebalance schedule. Once every week, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next week.

The final screened stocks are then weighted according to the selected asset allocation algorithm

Generate steady risk adjusted returns by investing in set of stocks with lower volatility

Conservative Portfolio | Buy List - 6 Dec 19

Overview

Stocks & ETFs

About the smallcase

Live Performance

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Understand smallcase costs and returns

Understand smallcase costs and returns

About the Manager

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