Lotusdew Value Momentum

All publicly traded companies listed on the NSE are included in the universe.

This smallcase incorporates a unique investment strategy blending Value Investing and Momentum Investing approaches. The team does in-depth research to decide the criteria to be used for constituent selection.

This strategy seeks out undervalued companies with robust fundamentals that are currently experiencing or poised for positive momentum. The research team looks at company reports, financials, return history, news, and investor sentiment to decide on the quantitative and qualitative criteria to pick individual stocks.

The smallcase weights the selected stocks equally.

This smallcase will be rebalanced on an as-needed basis

Lotusdew Value Momentum Fundamental

Undervalued companies with strong fundamentals experiencing or poised for positive momentum

Lotusdew Value Momentum Fundamental

Overview

Stocks & Weights

At a Glance

Holdings Distribution