Nifty Largemidcap 250 Index

Top 500 companies listed in NSE as per Market Capitalization

The team does in-depth research to decide the criteria to be used for constituent screening. We use proprietary tools such as Quality Business Score(QBS) and Alpha Generator Score(AGS) along with other ratios such as Return on Equity, Debt Equity Ratio and free cash flow.

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 stocks for the respective strategy

Invest equal amount in each constituent of the portfolio.

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 stocks are then weighted according to the selected asset allocation algorithm

Multi-Cap Growth Strategy

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

This is a quarterly rebalancing strategy. Stocks are recommended based on growth and momentum.

Multi-Cap Growth Strategy

Overview

Stocks & Weights

Investment Rationale

About the Manager

smallcase is played out