About the smallcase
Quantitative Freedom Bluechip treasure basket with ETF which has potential to out-perform the premier benchmark NIFTY 50 Bluechip Index
- Stock Selection - Concentrated treasure basket of 5-8 stocks selected from NIFTY 50 Universe+ Plus NIFTY50 ETF
- Liquidity - Liquid Bluechip stocks
- Quality - Bluechip stocks and hence relatively high margin of safety and quality among equities
- Rebalancing - Rebalancing is done at the start of every month
- Performance - Historically has given a superior risk-adjusted return than the benchmark
- Constituents and Weights Review - Would be reviewed when the market conditions force a review
- Backtested Returns and Risk - Backtested Annualized Return of 18-19% with an Annualized Risk of approx 18%
- Recommended Minimum Holding Period - Recommended to hold the treasure basket and perform periodical rebalances for a period of 3 years from entry
At Quantace, we understand that every investor's needs and goals are unique. That's why our Freedom Smallcase is NOT a pre-set Model Portfolio. Instead, we recommend working with a trusted Investment Advisor to customize the allocation of stocks based on your individual risk profile, ensuring that the portfolio is tailored to meet your specific financial goals.
Please note that past performance can't guarantee future results, and it's essential to read the prospectus and consult with a financial advisor before investing.
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