TrendlineZ Balanced

All publicly traded companies on the National Stock Exchange of India, covering 90% market capitalization, are included in the universe

The trendlinez team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective theme

Following parameters are considered while assigning weights to stocks in this smallcases<ul className="mt8"><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

This smallcase will be rebalanced on an as-needed basis

The team does in-depth research to decide the criteria to be used for constituent screening

smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

The final screened stocks are then weighted according to the selected asset allocation algorithm

A conservative strategy with dynamic asset allocation between equity and debt.

TrendlineZ Balanced

Overview

Stocks & ETFs

At a Glance

Holdings Distribution

Closed smallcase