Name: Lotusdew Value Momentum Fundamental
Brand: smallcase
SKU: LTDMO_0005
Price: 57789 INR

Accelerate your wealth with curated equity baskets from Lotusdew. We are a fresh and alternative invest-tech company focused on creating AI-driven portfolios that represent the future of wealth management. We use AI/ML to build curated portfolios, leveraging our proprietary datasets and a technology-focused approach that minimizes dependence on individual expertise. Our key strengths include evaluating board governance, monitoring global institutional investor behavior, and applying deep learning to denoise equity price signals.


Nifty_SM100

Lotusdew Value Momentum

Lotusdew Value Momentum Fundamental

Abhishek Banerjee

Undervalued companies with strong fundamentals experiencing or poised for positive 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

Lotusdew Value Momentum Fundamental

Overview

Stocks & Weights