smallcase is played out
This smallcase is not being tracked and will not have any further rebalance updates
Reason for played out:
The underlying theme/model of the smallcase has played out and the smallcase will not be updated anymore
Minimum Investment Amount
₹ 1,50,000
About the smallcase
- A Well Diversified portfolio of up to 50 Small & Mid Cap stocks having high momentum and which are out performing their respective indices.
- Ideal investment can be Rs. 2 Lakhs and above.
- The allocation is 2% per Stock.
- The idea is to pick the stocks that are out performing their respective indices over a period of time defined by our algorithm.
- The portfolio may invest a small portion in Gold ETF at times when Equity may be underperforming.
- At times when new momentum picks are not available the portfolio will sit in cash (in interest bearing instruments like LIQUID BEES).
- Every Week or as per market conditions, the portfolio is reviewed and stocks which do not hold up the momentum ranks are shelved while new ones enter.
- Strategy best suited for investors looking to create long term wealth by investing in opportunities across all market caps in order to take full advantage of market cycles.
- This portfolio is ideal for people looking to invest for a investment period of 3 years and above.
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Understand smallcase costs and returns
Understand smallcase costs and returns
smallcase is played out
This smallcase is not being tracked and will not have any further rebalance updates
Reason for played out:
The underlying theme/model of the smallcase has played out and the smallcase will not be updated anymore
Minimum Investment Amount
₹ 1,50,000