About the smallcase
This is a high risk equity strategy to participate in high momentum stocks with a check for volatility. This strategy is specifically build to take advantage of the bull market.
- This is a multi stock portfolio of 20-25 stocks selected from the top 300 universe
- The underlying equity themes consist of selecting high quality stocks with high momentum and low volatility.
- 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.