Name: ViniyogIndia Smallcap (Size) Model
Brand: smallcase
SKU: VIYIMO_0008
Price: 94929 INR

ViniyogIndia® offers model portfolios using quantitative factor-based strategies.

Nifty 500 Index

ViniyogIndia🌷Smallcaps

ViniyogIndia Smallcap (Size) Model

Biswarup Sinha Ray

Multifactor strategy that uses Size as one of its key factors.

All publicly traded stocks and ETFs 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.

This portfolio is based on a multifactor quantitative strategy that uses Size as one of its key factors. <ul><li>Portfolio of approx. 20 stocks picked from the NSE universe.</li><li>Factor-mix is carefully chosen to optimize risk adjusted returns</li><li>Stocks with highest exposure to the relevant factors are selected</li><li>Filter to remove stocks with low market cap / turnover</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 Smallcap (Size) Model

ViniyogIndia Smallcap (Size) Model

Overview

Stocks & Weights