Nifty 500 Index

Balance 25

All publicly traded companies on the National Stock Exchange of India are included in the universe&nbsp;

The team does in-depth research to decide the criteria to be used for constituent screening

The research team does individual stock picking after going through company reports and inancials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy&nbsp;

Following parameters are considered while assigning weights to stocks in this smallcases 1) Market capitalization 2) Management quality and vision 3) Theme exposure, revenues and earnings visibility

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

Balance 25 Fundamental

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

To identify undervalued stocks by determining fair value range from detailed financial analysis. 

Balance 25 Fundamental

Overview

Stocks & ETFs