Name: Turtle Value
Brand: smallcase
SKU: MKSMO_0003
Price: 85538 INR

Nifty 100 Index

Turtle Value

Neeraj Khanna

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 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 and drops stocks which do not meet the criteria and adds new stocks

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

Turtle Value

Turtle Value

smallcase is played out

Overview

Stocks & Weights

smallcase is played out