Name: iQoniQ
Brand: smallcase
SKU: JNMMO_0002
Price: 238936 INR

Nifty Largemidcap 250 Index

iQoniQ

Jainam

A passive investment strategy with a mix of Quant and Quality.

A detailed back testing since 2003 on Top 160 companies on the Bombay Stock Exchange of India. Parameters cover various quality and quant matrix i.e ROE, ROCE, Earnings Momentum, Financial Stability, Quality of Management and others.

<ul><li>Rigorously back tested multiple strategies on the top 160 market companies over the past 17 years.</li><li>Shortlisting a chunk of sluggard companies with basic filters, thus reducing the investment universe.</li><li>Narrowing it down to companies with appropriate ratios like ROE, ROCE, Promoter holding ,Debt to Equity and Core EBITDA growth.&nbsp;</li></ul>

The research team does individual stock picking after going through company reports and inancials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy.

The portfolio is equally allocated among all the 15 stocks.

This smallcase has a yearly rebalance schedule. Once every year, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

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

iQoniQ

iQoniQ

Closed smallcase

Overview

Stocks & Weights

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Closed smallcase

iQoniQ

iQoniQ

Closed smallcase

Overview

Stocks & Weights

About the smallcase

Live Performance

Login to see the live performance and return

Understand smallcase costs and returns

Understand smallcase costs and returns

Closed smallcase

Login to see the
live performance and return