Nifty 500 Index

Invesys 500 Leaders

Zafar

Diversified TechnoFunda Portfolio Based on Longterm Trends in Nifty500 Stocks


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

The invesys 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><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

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

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

Invesys 500 Leaders

Invesys 500 Leaders

smallcase is played out

Overview

ETFs & Weights

About the smallcase

Live Performance

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live performance and return

Understand smallcase costs and returns

Understand smallcase costs and returns

smallcase is played out

Invesys 500 Leaders

Invesys 500 Leaders

smallcase is played out

Overview

ETFs & Weights

About the smallcase

Live Performance

Login to see the live performance and return

Understand smallcase costs and returns

Understand smallcase costs and returns

smallcase is played out

Login to see the
live performance and return