Name: Aspire-AR.D [Aspire - Asset Rotation Daily]
Brand: SmartWealth.ai
SKU: SMWANM_0003
Price: 10000 INR
Availability: OutOfStock

Nifty Largemidcap 250 Index

All publicly traded securities on NSE are included in the universe.

Rigorous quantitative research by SmartWealth.ai on entry/exit signals, risk/return/effort balance as well as alignment with investor needs.

Backtested by SmartWealth.ai over 2 market cycles (10+ years) for returns, risk and effort.

Rigorous quantitative research by SmartWealth.ai to determine stocks appropriate for the size of the investment and risk. Rules hence derived are applied while entering a trade.

Increase allocation to the constituents with better risk-return opportunity.

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

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

Aspire-AR.D [Aspire - Asset Rotation Daily]

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

Rotate Nifty, Gold and Liquid ETFs reviewed daily. Amount Rs 10-50k. CAGR>20%. Risk <30%.

Aspire-AR.D [Aspire - Asset Rotation Daily]

Overview

ETFs & Weights

smallcase is played out