ViniyogIndia📈 Value

All publicly traded stocks on the National Stock Exchange are considered are considered for suitability for this portfolio.

In depth research is performed to decide on the factor blend. Additionally, the strategy is carefully tested with 12+ years of market data for validity.

<ul><li>Portfolio of approx. 20 stocks picked from the NSE universe.</li><li>Composite multifactor specification used to measure Value. Stocks are ranked based on average normalized factor scores.</li><li>Further combined with secondary factors to ensure factor diversification and improve risk adjusted returns.</li><li>Illiquidity filter to remove low volume| turnover stocks.</li><li>Rebalanced half-yearly to reduce portfolio churn.</li></ul>

Constituents are usually weighted equally, although there could be occasional exceptions to the rule.

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

ViniyogIndia Value Model

Undervalued but fundamentally strong businesses picking up investor interest.

ViniyogIndia Value Model

Overview

Stocks & Weights

At a Glance

Holdings Distribution