Closed smallcase
The manager has closed this smallcase for fresh subscribersExisting subscribers can still access the smallcase details & choose to continue investing in it
Minimum Investment Amount
₹ 1,20,000
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.
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Closed smallcase
The manager has closed this smallcase for fresh subscribersExisting subscribers can still access the smallcase details & choose to continue investing in it
Minimum Investment Amount
₹ 1,20,000