Name: Sprint Thematic Stocks Portfolio Quant
Brand: SmartWealth.ai
SKU: SMWAQM_0001
Price: 19344 INR
Availability: InStock

Nifty_SM100

Liquid Stocks from uncorrelated NSE Indices:<ul><li>Thematic (e.g. Defense, Energy, Manufacturing and Railways)</li><li>Sectoral (e.g. Banks, Pharma and Metals industries)</li><li>Strategic (e.g. Alpha, Quality, Value, Low Vol factors)</li><li>Broad-based (e.g. Small or Large-cap levels)</li></ul>

For smart, forward-thinking professionals seeking an accelerated path to financial independence, SmartWealth.ai offers DIY Model Portfolios designed to amplify long-term returns while diminishing market risks. Unlike traditional mutual funds and fragmented strategies that often lack true diversification and effective hedging, SmartWealth.ai leverages proprietary Diversified Momentum Algorithms—combining stocks from top 3 indices across thematic, sectoral, strategic and broad-based NSE indices to strike balance between growth and protection, free from human biases. SmartWealth.ai brings a solid 3-year track record on smallcase.com, enabling working professionals to grow their wealth confidently through smarter, data-driven investment strategies.

SmartWealth.ai's proprietary Diversified Momentum Algorithms employ a rigorous screening process to ensure optimal portfolio performance:&nbsp; 1. Index Selection:&nbsp;<ul><li>Includes all index filters, with an additional emphasis on low inter-correlation for enhanced diversification</li><li>Prioritizes the most stable sectors using momentum, regime and volatility filters.</li></ul> 2. Stock Selection:<ul><li>High Liquidity: Typically at least ₹10 crore in average daily trading volume.&nbsp;</li><li>Long-term track record: The oldest stocks that are members of selected indices</li></ul>

Positions are equally-weighted, and are rebalanced only if weights have changed significantly

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

Systematic, Rules-Based Model for Unbiased Investing:<ul><li>Momentum-Driven Selection: Selects top 3 high momentum indices.</li><li>Stays Equity Focused: Choose 15 liquid stocks from the chosen indices.</li></ul> Allocation for Dynamic Risk Management:<ul><li>Sector Diversification: Diversification among 3 uncorrelated indices.</li><li>Balanced Exposure: Equally weighted, rebalanced positions to manage weight shifts and reduce transaction costs.</li><li>Risk Control: Prioritizes the most stable sectors using momentum, regime and volatility filters.</li></ul>

Sprint Thematic Stocks Portfolio Quant

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15 Stocks from 3 High Growth Themes & Sectors – Invest Up to ₹25 Lacs

Sprint Thematic Stocks Portfolio Quant

Overview

Stocks & Weights