Nifty_SM100

MAE Wealth Generator

The Wealth Generator Basket focuses on identifying undervalued companies with strong potential for long-term wealth creation.

Fundamental Screening: Stocks are evaluated based on key metrics such as Profitability Ratios, Valuation Ratios, Liquidity Ratios, Solvency Ratios, Efficiency Ratios, and Performance Ratios to ensure the inclusion of high-quality, undervalued investments.

Technical Analysis: Utilizes the Relative Strength Index (RSI) to identify stocks with favorable momentum, ensuring optimal entry and exit points.

Allocation Across Market Caps: The basket includes a well-balanced mix of large-cap, mid-cap, and small-cap stocks, ensuring a blend of stability, growth, and high-potential opportunities.

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

MAE Wealth Generator Model

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

Identifies undervalued companies and invest them at early stage to create the wealth in the Long Run

MAE Wealth Generator Model

Overview

Stocks & Weights

smallcase is played out