About the smallcase
- A Focused portfolio of up to 25 stocks across various market caps having high momentum and which are out performing their respective indices.
- Ideal investment can be Rs. 2.5 Lakhs and above.
- The allocation will be dynamic across market caps depending on prevailing market condition.
- The idea is to pick the stocks of various marketcap that are out performing their respective indices over a period of time defined by our algorithm.
- The portfolio may invest a small portion in Gold ETF at times when Equity may be underperforming.
- At times when new momentum picks are not available the portfolio will sit in cash (in interest bearing instruments like LIQUID BEES).
- Every Month or as per market conditions, the portfolio is reviewed and stocks which do not hold up the momentum ranks are shelved while new ones enter.
- Strategy best suited for investors looking to create long term wealth by investing in opportunities across all market caps in order to take full advantage of market cycles.
- This portfolio is ideal for people looking to invest for a investment period of 3 years and above.
Past Performance vs
Apr 17, 2021
Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.
About the Manager
Zen Capital Equity Research
Zen Capital Equity Research provides stock research and recommendation service to its clients. We focus on identifying stocks having strong momentum and which are outperforming the broader markets and provided research on list of such stocks. At Zen we analyze stocks using Technical analysis and our proprietary stock screening systems.