Value & Momentum Smallcase (Flat Fee)

Value & Momentum Smallcase (Flat Fee)

by Kushank Poddar

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

Overview

Stocks & ETFs

About the smallcase

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.

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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

smallcasesValue & Momentum Smallcase (Flat Fee)