Name: Alpha Invesco - Deep Value + Growth
Brand: smallcase
SKU: APIMO_0001
Price: 63273 INR

Nifty 500 Index

Alpha Invesco - Deep Value + Growth

Chetan Phalke

Portfolio consists of 12-15 stocks and is a mix of growth companies & deep value plays.

All publicly traded companies on the National Stock Exchange of India, covering 90% market capitalization, are included in the universe

The alpha-invesco 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 theme

Following parameters are considered while assigning weights to stocks in this smallcases<ul className="mt8"><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

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

This smallcase will be rebalanced on an as-needed basis

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

Alpha Invesco - Deep Value + Growth

Alpha Invesco - Deep Value + Growth

smallcase is played out

Overview

Stocks & Weights

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