Why should you invest in this smallcase?
- An up-to 10 stock concentrated portfolio with equal weights for each component
- Stocks from NSE listed universe (with additional filters of very high turnover stocks only)
- Stock selection based on Momentum ranking and nearness to their All Time Highs.
- Momentum ranking is basically a ranking of relative out-performance of each stock with respect to its peer group over the last many periods.
- Every week the portfolio is reviewed and stocks which do not hold up the momentum ranks are shelved while new ones enter.
- At times when new momentum picks are not available the portfolio will sit in cash (in interest bearing instruments like LIQUID BEES).
Past Performance vs
Value of ₹ 100 invested once on
inception of this smallcasewould be
Mar 31, 2016
Equity Multi Cap
Past performance doesn't guarantee future returns & is inclusive of all rebalances. Download chart