Name: smartvalues - defense Theme
Brand: smallcase
SKU: LMRMO_0014
Price: 82329 INR

We do long term trends. Staying with long term trends is the best way to build wealth. That is exactly what we do. Come on this journey with us and we will empower you to invest in yourself and secure your future. We only do large and midcap stocks. This results in a contained risk profile. Overall it makes for an attractive risk - return tradeoff. You will be surprised by what stocks in long term trends  can do.

Nifty 100 Index

smartvalues - defense

smartvalues - defense Theme

Soumitra Sengupta

This a concentrated basket of 5 defense stocks that packs a punch. 

The universe is that of large and midcap defense stocks.

The stocks are selected using our proprietary algorithm that selects the stocks from the defense. The portfolio is reviewed every month and this review may or maynot result in a rebalance.

Stocks are selected from the universe by our algorithm which relies on relative momentum to construct the portfolio based on a ranking system to ascertain the relative momentum.

All stocks are equally weighted at the time of investment.

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

smartvalues - defense Theme

smartvalues - defense Theme

Overview

Stocks & Weights