smartvalues - rising sectors

This basket looks at four specific sectors, midcap telecom, metals consumer durables and public sector enterprises. We monitor the basket and include or remove sectors if there are changes that warrant this.

The stocks are selected using our proprietary algorithm that selects the stocks from the four sectors. 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 constituents are equally weighted

This smallcase will be rebalanced on an as-needed basis

smartvalues - rising sectors Theme

Basket comprises of stocks from sectors that look to outperform

smartvalues - rising sectors Theme

Overview

Stocks & Weights

At a Glance

Holdings Distribution

smallcase is played out