Name: Mid & Small Cap Focus
Brand: smallcase
SKU: FISHMO_0008
Price: 91601 INR

FinSharpe is a SEBI registered investment advisor that creates long term investment strategies using quantitative finance.


Nifty_SM100

Mid & Small Cap Focus 

Finsharpe

A strategy for aggressive investors seeking a focused allocation towards Mid and Small Cap stocks 

Mid and Small Cap companies on the National Stock Exchange of India are included in the universe

The team does in-depth research to decide the criteria to be used for constituent screening

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

Following parameters are considered while assigning weights to constituents in this smallcases<ul><li>Market capitalization</li><li>Volatility</li><li>Volumes</li></ul>

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

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

Mid & Small Cap Focus

Mid & Small Cap Focus

Overview

Stocks & Weights