Name: Turtle Value
Brand: smallcase
SKU: MKGMO_0002
Price: 90541 INR

Nifty 100 Index

Turtle Value

Sudhakar Pattabiraman

Turtle value is low volatility portfolio of value stocks selected based on our proprietary metrics.

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

The marketsmith-gateway 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 has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

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

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

Turtle Value

Turtle Value

Overview

Stocks & ETFs

About the smallcase

Live Performance

Login to see the
live performance and return

Understand smallcase costs and returns

Understand smallcase costs and returns

Turtle Value

Turtle Value

Overview

Stocks & ETFs

About the smallcase

Live Performance

Login to see the live performance and return

Understand smallcase costs and returns

Understand smallcase costs and returns

Login to see the
live performance and return