Name: Calm Investor Core Value
Brand: smallcase
SKU: TCIMO_0002
Price: 63159 INR

Nifty 500 Index

Pay annual subscription fees of ₹14,999 (inclusive of taxes). The fees is paid to

Calm Investor Core Value

Anoop

Portfolio of up to 20 stocks picked on quantitative Quality and Value criteria, rebalanced annually

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

The thecalminvestor 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>

This smallcase has a annual rebalance schedule. Once every year, the research team reviews this smallcase and drops stocks which do not meet the criteria and adds new stocks

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

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

Calm Investor Core Value

Calm Investor Core Value

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Overview

Stocks & Weights

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