About the smallcase
- Quantamental SENTIMENTInvesting using fundamental, quantitative and technical algorithms.
- Focused-equity with up to 10 stocks exposure.
- Investment Universe of stocks on the NSE with Market Cap above INR 100B.
- Weekly Review for stocks. Weekly review for position sizing & risk management.
- Continuous portfolios with minimum recommended holding period: short-term (3 years +).
- The strategy is fully tactical and moves from equity to gold/ debt in times of crisis/ volatility.
- Suitable to generate discretionary income.
For amounts of INR 5 Lac and above please connect with the adviser for an AuA version.
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