Nifty_SM100

Quantace 5 Trillion India

The universe includes the top 750 companies from the NIFTY Total Market Index, as maintained and published by the National Stock Exchange of India plus stocks in BSE Next Microcap Index.

The team leverages advanced quantitative models to select Stocks and ETFs for the basket. 1) These models analyze: Market data, Price trends, Volatility, Risk-adjusted returns, Liquidity and Trading volumes2) The approach focuses on optimizing risk-adjusted returns. Ensures a balanced and diversified investment strategy.

The research team conducts a thorough screening process one day before the scheduled rebalance. The data used for this process is based on the latest available information from the trading day preceding the rebalance. This ensures that the basket constituents are carefully evaluated and optimized. The screening process excludes Stocks and ETFs in:1) Circuit with a 5% filter.2) LTASM (Long-Term Additional Surveillance Measure) Stage 2, 3, and 4.3) STASM (Short-Term Additional Surveillance Measure) Stage 2, 3, and 4.4) GSM (Graded Surveillance Measure) stocks.5) Stocks currently on SEBI’s watchlist. By applying these filters, we aim to prioritize liquidity while ensuring that the basket is well-prepared for the scheduled rebalance.

1) The basket follows an equally weighted approach, ensuring each constituent contributes evenly.2) We recommend working with a trusted Investment Advisor to customize the allocation based on your risk profile and ensure the investment aligns with your financial goals.

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

Equally Weighted Allocation: All stocks in the basket are equally weighted, ensuring that each constituent contributes proportionally to the overall performance, minimizing over-reliance on any single stock.Core Focus on Equities: The basket is primarily long-only, with significant exposure to 12-22 stocks from the top 750 companies in the NIFTY Total Market Index. These stocks are selected from diverse sectors critical to India's growth.Occasional Hedging Instruments: While predominantly equity-focused, the basket may allocate to liquid, gold, and silver instruments during periods of heightened market volatility to manage risks effectively and preserve capital.

Viksit Bharat 2047 Multi-Sector Theme

Compare with 101st-250th market cap stocks

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This basket is crafted with the vision of riding India’s path to economic success

Viksit Bharat 2047 Multi-Sector Theme

Overview

Stocks & Weights