This smallcase is ideal for new investors

Good Start

All publicly traded companies on the National Stock Exchange of India, covering 90% market capitalization, are included in the universe

The aliceblue 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 theme

Following parameters are considered while assigning weights to stocks in this smallcases<ul className="mt8"><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

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

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

Easy to pick stocks for new investors or those who have had forgetful experiences in the past

Good Start

Overview

Stocks & Weights

At a Glance

Holdings Distribution