Name: Wealthyvia Super Focused
Brand: smallcase
SKU: AVCMO_0004
Price: 48275 INR

Nifty 500 Index

Wealthyvia Super Focused

Pritam Prabodh Deuskar

Few Bets, Big Bets, Infrequent Bets is the motto of our "Wealthyvia Super Focussed " Smallcase.

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

smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

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<ul><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

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.

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

Wealthyvia Super Focused

Wealthyvia Super Focused

smallcase is played out

Overview

Stocks & Weights

smallcase is played out