Nifty_SM100

The proprietary system selects stocks from a defined universe comprising all publicly traded companies within Smallcap 250 Index along with Microcap 250 Index

Our research process is built on a rule-based framework driven by price action. Stocks are evaluated using objective parameters such as trend structure, momentum strength, relative strength, and volatility to identify high-quality opportunities. The framework generates clear entry and exit signals that guide portfolio actions. By relying on consistent evaluation and data-driven analysis, the process aims to capture sustained market trends while maintaining disciplined risk management and portfolio consistency.

For constituent screening, the proprietary system evaluates companies within Smallcap 250 Index along with Microcap 250 Index . This process involves analyzing key factors such as price, trend, and momentum to identify stocks that meet specific criteria

The initial allocation for each stock is approx 5%, allowing for a upto 20 stocks. We do not trim allocations; instead, the exposure to successful stocks increases naturally as their value rises relative to others. This approach allows winners to gain a larger share of the portfolio over time.

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

The allocation is entirely in equity unless there are no buy signals and a sell signal is generated from the portfolio. In such cases, the proceeds are held as liquid assets, meaning the allocation from equity is parked in liquid funds. This approach maintains liquidity while waiting for new investment opportunities.

CWA EMERGING TITANS Quant

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

Systematic Investing in  outperforming stocks from Small  and Micro cap.Recmd amt : 5-15 lacs

CWA EMERGING TITANS Quant

Overview

Stocks & Weights