MAE Multi Cap Basket Model

1. Investor Suitability:

This basket is ideal for low-risk investors looking for a well-diversified equity portfolio that balances stability with growth potential.

2. Advantages:

- Diversification: Includes a mix of large and mid-cap stocks, providing the stability of large caps and the growth opportunities of mid caps.

- Equal Allocation: Ensures balanced exposure across all selected stocks, minimizing over-concentration in any particular category or sector.

- Low Risk: Focus on diversification and quality stock selection helps mitigate portfolio risks while offering steady returns.

- Periodic Reshuffling: Adjusts allocations periodically across categories to maintain alignment with market conditions and investment goals.

3. Value Proposition:

- The Multi Cap Basket leverages fundamental analysis (evaluating key financial ratios) and RSI-based technical analysis to select high-quality stocks with favorable momentum.

• - By combining large-cap and mid-cap stocks, employing an equal allocation strategy, and implementing periodic reshuffling, the basket ensures a well-diversified and low-risk portfolio suitable for investors with conservative objectives.