Name: Invesys EquiTrade
Brand: smallcase
SKU: INVMO_0002
Price: 1041 INR

Invesys Capital is a SEBI registered Investment Advisor providing investment advisory services for direct equity investment based on Techno-Fundamental analysis model

Nifty_SM100

Invesys EquiTrade

Zafar

Equity Trading SmallCase For Medium Term With Average Holding Period Of 3-6M For Stocks

All publicly traded companies on the National Stock Exchange of India With market Cap Above 1000Cr are included in the universe

The team does research base on Short Term Quantified Momentum Strategy

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

The research team does individual stock picking after running through Momentum Scanners &amp; Ranking with 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 Market CapitalisationMomentum Rank

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

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

Invesys EquiTrade

Overview

Stocks & Weights

Why should you invest in this smallcase?

Past Performance vs

Equity Smallcap

About the Manager

Invesys