This smallcase provides a balanced mix of large, mid and small cap companies with growth potential.
Investment Rationale
This is a high risk equity strategy to participate in High momentum & high growth stocks with a check for volatility. This strategy is specifically build to take advantage of the bull market.
- This is a multi stock portfolio of 15-20 stocks.
- The underlying equity themes consist of selecting high quality stocks with high momentum, Value investing and low volatility.
- The historical performance of this portfolio has beaten the benchmarks by a wide margin.
- The rebalance of the portfolio is usually done every month to keep turnover low.
About the Manager
smallcase is played out
This smallcase is not being tracked and will not have any further rebalance updates
Reason for played out:
The underlying theme/model of the smallcase has played out and the smallcase will not be updated anymore
Min. Amount
₹ 39,612
Minimum Investment Amount
It is the least amount required to invest in all stocks of this smallcase as per the weights
₹ 39,612
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