Nifty 500 Index

The universe comprises of constituents of the Nifty 500 index

The stocks are selected using our proprietary algorithm that selects the stocks from the universe. 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 basket based on a ranking system to ascertain the relative momentum. The stocks so selected is expected to outperform the universe.

All stocks are equally weighted at initiation.

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

smartvalues - evergreen Quant

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

Evergreen — A 20-stock portfolio designed to capture enduring winners across changing market cycles.

smartvalues - evergreen Quant

Overview

Stocks & Weights

Investment Rationale

Performance

As per applicable guidelines, returns stay locked unless you ask to view them

About the Manager

Understand smallcase costs and returns