Value & Momentum Smallcase (Flat Fee)

Value & Momentum Smallcase (Flat Fee)

by Kushank Poddar

Overview

Stocks & ETFs

25% CAGR over 3 years || upto 15 stocks (allcap) || suitable for 10L+ investment

Investment Rationale

The investment strategy combines some stocks that are undervalued and others that have a strong price momentum. Combining the 2 approaches adds balance to the portfolio while aiming to Nifty 50 over market cycles.

About the Manager

smallcase is played out

This smallcase is not being tracked and will not have any further rebalance updates

Reason for played out:
The underlying theme/model of the smallcase has played out and the smallcase will not be updated anymore

Min. Amount

₹ 66,234

Minimum Investment Amount

It is the least amount required to invest in all stocks of this smallcase as per the weights

₹ 66,234

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smallcasesValue & Momentum Smallcase (Flat Fee)