Nifty_SM100

Moon Mid Small Multi Strategy

All publicly traded 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 fundamentals including balance sheet, annual reports and profitability statements are carefully understood. Environment in which they operate and competition analysis is thoroughly studied.

The research team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening for the respective strategy. The team does in depth research to decide on the criteria used for constituent screening. However, we would strongly advise clients to do their own due diligence as well. It is possible that some of the constituents are also a part of our own, family or other client’s portfolios. Extra Cautions is thus warranted.&nbsp;

Following parameters are considered while assigning weights to this smallcase:1)&nbsp;&nbsp;&nbsp;&nbsp;Market Capitalization2)&nbsp;&nbsp;&nbsp;&nbsp;Management Quality and Vision3)&nbsp;&nbsp;&nbsp;&nbsp;Theme Exposure and Industry Potential4)&nbsp;&nbsp;&nbsp;&nbsp;Revenue and Earning Visibility5)&nbsp;&nbsp;&nbsp;&nbsp;Financials

This smallcase has a weekly rebalance schedule. Once every week, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next week

Moon Mid Small Multi Strategy Fundamental

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

Portfolio of around 25 stocks drawn from largely from mid and small cap universe.

Moon Mid Small Multi Strategy Fundamental

Overview

Stocks & Weights

Investment Rationale

Performance

As per applicable guidelines, returns stay locked unless you ask to view them

About the Manager

Understand smallcase costs and returns