Quantace Defence Stars

The universe includes all publicly traded companies in the NIFTY Defence Universe plus BSE Defence Index, as well as key defence suppliers from the Top 750 Total Market Index published by the National Stock Exchange of India and the BSE Next Microcap 250 Index.

The team leverages advanced quantitative models to select Stocks and ETFs for the basket. 1) These models analyze: Market data, Price trends, Volatility, Risk-adjusted returns, Liquidity and Trading volumes2) The approach focuses on optimizing risk-adjusted returns. Ensures a balanced and diversified investment strategy.

The research team conducts a thorough screening process one day before the scheduled rebalance. The data used for this process is based on the latest available information from the trading day preceding the rebalance. This ensures that the basket constituents are carefully evaluated and optimized. The screening process excludes Stocks and ETFs in:1) Circuit with a 5% filter.2) LTASM (Long-Term Additional Surveillance Measure) Stage 2, 3, and 4.3) STASM (Short-Term Additional Surveillance Measure) Stage 2, 3, and 4.4) GSM (Graded Surveillance Measure) stocks.5) Stocks currently on SEBI’s watchlist. By applying these filters, we aim to prioritize liquidity while ensuring that the basket is well-prepared for the scheduled rebalance.

1) The basket follows an equally weighted approach, ensuring each constituent contributes evenly.2) We recommend working with a trusted Investment Advisor to customize the allocation based on your risk profile and ensure the investment aligns with your financial goals.

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

Defence Stars Theme

Capture the growth potential of India's rapidly expanding defence sector

Defence Stars Theme

Overview

Stocks & ETFs

At a Glance

Holdings Distribution