Nifty_SM100

Quantace Tiny Titans

The universe includes all publicly traded companies in the NIFTY Microcap 250, as published by the National Stock Exchange of India, plus the BSE Next Microcap Universe published by BSE.

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

<ul><li>Equally Weighted Allocation: All stocks in the basket are equally weighted, ensuring each constituent contributes proportionally to the overall performance, minimizing over-reliance on any single stock.</li><li>Core Focus on Equities: The basket is primarily long-only, with significant exposure to microcap equities from the NIFTY Microcap 250 Universe. These stocks are selected based on momentum trends and quantitative analysis.</li><li>Occasional Hedging Instruments: While predominantly focused on equities, the basket may allocate to liquid, gold, and silver instruments during periods of heightened market volatility to manage risks effectively.</li></ul>

Tiny Titans Quant

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

Momentum-Driven Microcap Growth.  Rec 5-10 Lakhs

Tiny Titans Quant

Overview

Stocks & Weights

Investment Rationale

Performance

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About the Manager

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