Name: Momentum with safety
Brand: smallcase
SKU: PRUMO_0001
Price: 108373 INR

We offer stock advisory services for retail customers and HNI. Our aim is to identify  limited risk and high momentum stocks for medium term. Portfolio is rebalanced periodically (between 1-3 months) to align itself with our investment objective.   Our research is based on extensive study of data and output is generated from our machine learning algorithm.


Nifty 100 Index

Momentum with safety

Ashish Shekhar

The portfolio uses our inhouse  AI algorithm to generate high returns at lower risk.

We have list of 500 stocks based on custom defined criteria.

Ability to outperform the market (Nifty 50) at a lesser portfolio risk than any large cap MF.

smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

The research team does individual stock picking after going through a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy

All the stocks selected will have equal weight and none should be left out while investing.

This smallcase will be rebalanced on an as-needed basis

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

Momentum with safety

Momentum with safety

Overview

Stocks & Weights