Name: Long Term Equity Fundamental
Brand: smallcase
SKU: INSMO_0007
Price: 500000 INR

Long term wealth creation investment strategy

Nifty_SM100

Long Term Equity

Long Term Equity Fundamental

Abhishek Basumallick

Strong compounding stocks make the core of the portfolio with a few opportunistic ideas thrown in. 

All publicly traded companies on the National Stock Exchange of India are included in the universe

The team does in-depth research to decide the criteria to be used for constituent screening

The research team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy

Following parameters are considered while assigning weights to stocks in this smallcases Market capitalizationManagement quality and visionTheme exposure, revenues, and earnings visibility

This smallcase will be rebalanced on an as-needed basis

The final screened stocks are then weighted according to the selected asset allocation algorithm

Long Term Equity Fundamental

Long Term Equity Fundamental

Overview

Stocks & ETFs

About the smallcase

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Understand smallcase costs and returns

Understand smallcase costs and returns

About the Manager

Intelsense