Name: Hidden Gems Fundamental
Brand: smallcase
SKU: BWEMO_0004
Price: 139020 INR

InvestorAi  aims to empower the new breed of digital investors, using big data, quantitative algorithms, sophisticated bots and machine learning models to provide insights that support individuals with their investment decisions.

InvestorAi uses the insights generated to curate smallcases that are aligned to a variety of investment styles and themes.

InvestorAi Analytics India LLP is a registered Research Analyst under the SEBI(registration no. INH200008583). Registration granted by SEBI and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors

Nifty 500 Index

Hidden Gems

Hidden Gems Fundamental

Bridgeweave

Curated portfolio of fundamentally strong, lesser-known stocks aiming for long-term outperformance.

The top 600 stocks listed on NSE by market capitalization are considered. The entire stock universe in divided into different sectors and take 20% of the most undervalued stocks per sector to arrive at the relevant stock universe.&nbsp;

Pick relevant stocksThe value model assigns a confidence score to rank all the stocks after considering an extensive data set covering fundamental, technical, analyst estimates and global macroeconomic data. Our mode is trained on last 10 years of market data.

Shortlist our recommendationsBased on the output of our model, stocks with the highest confidence score are recommended, which are likely to outperform the index over the next four weeks. Apply appropriate filters for the final basket The recommendations undergo strict filtering. Including liquidity thresholds and upcoming corporate actions (excluding dividends). The maximum smallcap weightage allowed in this basket is 30%. We also ensure that exposure to a single sector should not exceed 50% and there are at least three different sectors in the basket. Post this, the top 10 stocks are recommended to create an equal-weighted basket.&nbsp;

The 10 stocks in the basket are recommended to create an equal-weighted basket.

This smallcase has a monthly rebalance schedule. Once every month, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next month

Hidden Gems Fundamental

Hidden Gems Fundamental

Overview

Stocks & Weights