Name: Calm Investor Momentum
Brand: smallcase
SKU: TCIMO_0001
Price: 40899 INR

Nifty Largemidcap 250

Pay an all-inclusive quarterly subscription fees of ₹2,499 or semi-annual fees of ₹4,499 or annual fees of ₹8,499. The fees is paid to

Calm Investor Momentum

Anoop

Portfolio of up to 20 stocks built on basis of momentum factors. Rebalanced quarterly or more frequently based on price movement.

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><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

This smallcase has a monthly rebalance schedule. Once every month, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next month.

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 Momentum

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Overview

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Past Performance vs

Equity Large & Mid Cap

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