All 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 to add or drop stock/ETFs, if applicable

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

Value High Five

Selecting undervalued stocks for long term appreciation.

Value High Five

Overview

Stocks & Weights

About the smallcase

Live Performance

Login to see the live performance and return

Understand smallcase costs and returns

Understand smallcase costs and returns

About the Manager

People also viewed

smallcase is played out