About the smallcase
This strategy invests in high momentum stocks with a check for volatility. Momentum is a great long-term strategy with good outperformance over the index.
- This multi-stock portfolio of 20-25 stocks is selected from the top 300 universes.
- The underlying equity themes consist of selecting high-quality stocks with high momentum and low volatility.
- This strategy performs at a fantastic pace in bull markets but also performs better than the market in high-risk regimes due to its tactical nature.
- The historical performance of this portfolio has beaten the benchmarks by a wide margin.
- The rebalance of the portfolio is usually done every month to keep turnover low.
Past Performance vs
Equity Large Cap
Nov 25, 2020
Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.