Sector Advantage

It represents the top 500 companies based on full market capitalization from the eligible universe.<ul><li>The universe represents about 96.1% of the free float market capitalization of the stocks listed on NSE as of March 29, 2019.</li><li>The total traded value for the last six months ending March 2019, of all Index constituents, is approximately 96.5% of the traded value of all stocks on NSE</li></ul>

The team does in-depth research into the various sectors to define initial weights and further researches into the companies of the respective sectors to only invest in a single stock/sector. The stock is decided on the basis of multiple criteria namely:<ul><li>Valuation- Though we believe in the EMH, we strongly believe against "NO PRICE TOO HIGH",</li><li>Momentum- We believe initial momentum always corresponds with earnings growth till euphoria kicks in</li><li>"Margin of Safety"</li></ul>

The research 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 strategy

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><li>Past year's shareholder return and Sharpe Ratio</li></ul>

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

Sector Value Model

Invest in most efficient companies across growth sectors | [Multi Cap]

Sector Value Model

Overview

Stocks & Weights

At a Glance

Holdings Distribution

smallcase is played out