Name: Cyclical Bets Smallcase
Brand: smallcase
SKU: AURMO_0001
Price: 61107 INR

Nifty 100 Index

Invest in sectors that are geared for turnaround

Cyclical Bets Smallcase

Jiten

This smallcase focusses on cyclical sectors which have staged a turnaround and expected to do well.

<ul><li>All publicly traded companies on the National Stock Exchange of India are included in the universe.</li><li>We will not be suggesting any nano and microcaps due to liquidity constraints in the stocks. As entries and exits might have significant difficulties and impact costs</li><li>We will be suggesting companies that have a strong track record in previous cycles and have passed our internal stress test.</li><li>We will always be looking at investments from a risk-reward perspective and exit companies where it is not in favor.</li></ul>

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

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

This is NOT a model portfolio. Allocation in each of the stocks is to be done by the subscriber as per his/her risk profile in consultation with their Investment Advisor. We have no recommendations on Allocation.

This smallcase has a monthly rebalance schedule. Once every month, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

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

Cyclical Bets Smallcase

Cyclical Bets Smallcase

Closed smallcase

Overview

Stocks

Closed smallcase