Trilogy

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

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 and realign the weights with the selected asset allocation strategy for the next month

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

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

Trilogy

Overview

Stocks & ETFs

At a Glance

Holdings Distribution

Closed smallcase