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 weekly rebalance schedule. Once every week, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

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

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

Calm Investor Momentum

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

Calm Investor Momentum

Overview

Stocks & ETFs

At a Glance

smallcase is played out