Name: Secure Health and Life Pioneers Theme
Brand: smallcase
SKU: INTEMO_0014
Price: 308206 INR

Our optimized stock basket represents a sophisticated blend of fundamental and technical analysis, tailored to align with your specific risk tolerance. Through AI and data driven analysis and rigorous back-testing, we strive to offer a portfolio that maximizes return potential while effectively managing risk. This strategic approach positions our investors for success in achieving their financial goals.

Nifty 500 Index

Secure Heath and Life Pioneers

Secure Health and Life Pioneers Theme

IntelliInvest

Basket of 10 stocks from the healthcare and Insurance sector which are building a healthy India

All stocks within the HealthCare and Insurance Sectors

Identify short term misalignment amongst stocks within the HealthCare and Insurance sectors with respect to pricing and hence identifying basket of 10 stocks from this sector which is looking to outperform the sector in the medium term

All stocks within the Healthcare and Insurance space screened for momentum, good fundamentals and value picks

Starting with equal weights the weights usually changes as portfolio goes through rebalancing. The weights are then updated in the model portfolio accordingly

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

Secure Health and Life Pioneers Theme

Secure Health and Life Pioneers Theme

Overview

Stocks & Weights