Nifty 500 Index

Gravity Hybrid

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. The fundamentals including balance sheet, annual reports and profitability statements are carefully understood. Environment in which they operate and competition analysis is thoroughly studied.

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 for the respective strategy. The team does in depth research to decide on the criteria used for constituent screening. However, we would strongly advise clients to do their own due diligence as well. It is possible that some of the constituents are also a part of our own, family or other client’s portfolios. Extra Cautions is thus warranted.&nbsp;

Following parameters are considered while assigning weights to this smallcase:1)&nbsp;&nbsp;&nbsp;&nbsp;Market Capitalization2)&nbsp;&nbsp;&nbsp;&nbsp;Management Quality and Vision3)&nbsp;&nbsp;&nbsp;&nbsp;Theme Exposure and Industry Potential4)&nbsp;&nbsp;&nbsp;&nbsp;Revenue and Earning Visibility5)&nbsp;&nbsp;&nbsp;&nbsp;Financials

This smallcase will be rebalanced on an as-needed basis

Gravity Hybrid Asset Allocation

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

Gravity portfolio is a hybrid, multi- dimensional collection of ETF’s and stocks.

Gravity Hybrid Asset Allocation

Overview

ETFs & Weights