Name: GoalFi Alpha Blend & Quality All Cap Model
Brand: GoalFi
SKU: GOALMO_0100
Price: 50000 INR
Availability: InStock

Nifty_SM100

Alpha Blend – Market Leaders

Two factors are combined, weighted 60% alpha and 40% quality. Alpha is measured through excess return over the benchmark after adjusting for market exposure, isolating the portion of a stock's move that is specific to the company rather than to the market. Quality is measured through return on equity, return on capital employed, debt-to-equity and the consistency of earnings across cycles, which together identify businesses that compound rather than merely grow. A company must rank in the top half on both factors, so a stock that is exceptional on one and poor on the other does not qualify.

The portfolio holds 10 stocks, taken from the top of the ranking and subject to three gates: positive operating cash flow in the most recent financial year, interest cover above two times, and no exchange surveillance flag. A high score alone does not qualify a company; a strong signal attached to a deteriorating balance sheet is a trap rather than an opportunity.

Factor-weighted, so the strongest scores carry the largest positions, with a 15% cap per stock. The cap is set against the holding count: in a 10-stock book a larger position would be single-name risk rather than a conviction expression. Reviewed quarterly, and rebalanced only when the portfolio has drifted materially from its target — currently when more than 20% of the target holdings differ from those held. The underlying measures move with reported financials, so a quarterly review matches the pace at which the data changes. Trading only on drift avoids churning a portfolio that has not meaningfully changed, since every trade carries a cost the investor bears.

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

GoalFi Alpha Blend & Quality All Cap Model

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

A dual-factor strategy holding 10 stocks from the Nifty investible universe, reviewed quarterly.

GoalFi Alpha Blend & Quality All Cap Model

Overview

Stocks & ETFs