Alpha 500

All publicly traded companies that are listed in the Nifty Smallcap500 index are included in the universe.

The team does in-depth research to decide the criteria to be used for constituent screening. We run Financial models to identify the highest momentum and vector direction of the stocks to detect the top 10 out of the possible 350 stocks in Nifty Smallcap350.

Each Individual stock is tested for liquidity and quality. Fundamental and Quantitative. The fact that we pick only from the 350 stocks in India which form the Nifty Smallcap350 guarantees the quality of the stocks.

This is a performance-weighted portfolio and all 10 stocks that we select are started at an allocation of 10% each. The future allocation is dependent on how the stock performs, cutting the laggers and keeping the winners.

This smallcase has a weekly rebalance schedule. Once every week, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

The asset allocation is equal, We will pick the top 10 out of the 350 stocks in Nifty Smallcap350 and give them almost equal allocation in our portfolio.

Beat Nifty Smallcap500 by strategically selecting 10 stocks from within its own constituents. 

Alpha 500

Overview

Stocks & Weights

At a Glance

Holdings Distribution