Name: Golden Plus
Brand: smallcase
SKU: FIVET_0006
Price: 234 INR

5paisa is the fastest growing discount broker app with 1.5+ million happy customers and over 7 million app users.

Nifty 100 Index

Golden Plus

Sunder Ram

Its an appealing investment strategy with combination of Gold ETFs and Nifty Next 50 ETFs

All publicly traded companies on the National Stock Exchange of India are included in the universe

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

smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

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></ul>

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

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

Golden Plus

Golden Plus

Closed smallcase

Overview

ETFs & Weights

Closed smallcase