Name: Trilogy
Brand: smallcase
SKU: LKPMO_0001
Price: 8341 INR

LKP’s purpose is to create wealth for its customer by offering simple but powerful strategies. 

Nifty 500 Index

Trilogy

Manish Pandya

3 stocks for a month that is chosen from NSE 500 . Major focus is on trending & good breakout stocks

NSE 500 publicly traded companies on the National Stock Exchange of India are included in the universe

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 research 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 strategy

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

This smallcase has a monthly rebalance schedule. Once every month, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

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

Trilogy

Trilogy

Overview

Stocks & ETFs

About the smallcase

Past Performance vs

Equity Multi Cap

Understand smallcase costs and returns

Understand smallcase costs and returns

About the Manager

LKP Securities Ltd.