Nifty 500 Index

The Wisdom Equal Portfolio 

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

We will be using both Value-Based Investment Strategies and Growth-Based Investment Strategies while selecting stocks in the model portfolio. The technical parameters for Value Selection are comparing the Price-to-Earnings (P/E) Ratio, Price-to-Book (P/B) Ratio, Dividend Yield etc. of the companies to industries and peers signaling potential undervaluation. For Entry Triggers we follow technical parameters like (but not restricted to) Pattern breakouts, Relative Strength Index, Money Flow Index, Daryl Guppy MMA and Fibonacci Retracements. Growth stock selection is built by focusing on companies with steady revenue growth, consistent earnings performance, and strong efficiency measures like ROE and ROCE. We also consider market leadership and innovation potential, while avoiding firms with heavy debt or inflated valuations. This mix of hard numbers and practical judgment helps balance growth opportunities with stability.

The research team does individual stock picking after applying technical parameters like (but not restricted to) Pattern breakouts, Relative Strength Index, Money Flow Index, Daryl Guppy MMA and Fibonacci Retracements. They also check the financial health, Valuation as compared to peers, Future growth prospects, past performance, Dividend History before finally selecting the stocks.

Equal weights for the 10-15 stocks.

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

The Wisdom Equal Model

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

Equal- Weighted Portfolio of stocks, primarily focusing on Value and Growth factors.

The Wisdom Equal Model

Overview

Stocks & Weights

Investment Rationale

Performance

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About the Manager

Understand smallcase costs and returns