Name: Alpha Momentum Fusion – N500 Select
Brand: smallcase
SKU: GOALMO_0139
Price: 50000 INR

GoalFi, a part of GoalZen Capital Services Pvt Ltd, stands as a SEBI-registered research analyst firm dedicated to democratizing investment research. By harnessing the power of quantitative strategies and multi-factor analysis, we provide data-driven insights designed to empower investors. Our tailored offerings cater to a spectrum of financial aspirations, giving investors a distinct advantage in the ever-evolving market. With GoalFi, you gain access to meticulous research, ensuring informed decisions for a robust financial journey. Join us as we redefine the investment paradigm for the better.

Nifty_SM100

Alpha Momentum Fusion – N500 Select

GoalZen Capital

A powerful blend of alpha and momentum strategies focused on N500 Universe.

All publicly traded companies in N500 Universe on the National Stock Exchange of India are included in the universe

The strategy starts with comprehensive screening across the N500, identifying high alpha potential stocks—those likely to outperform the broader market. This is paired with a momentum-based approach, ensuring the selected stocks are fundamentally strong and aligned with market trends.

Each stock is carefully weighted to maximize exposure to high-alpha and strong momentum opportunities while maintaining diversification to mitigate risk. The portfolio is reviewed monthly to stay aligned with market conditions and investor goals. Rebalancing is conducted as needed, keeping the portfolio agile and responsive. Additionally, the strategy can pivot to defensive assets like Gold Bees or Liquid Bees during volatile period.

Following parameters are considered while assigning weights to constituents 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 will be rebalanced on an as-needed basis

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

Alpha Momentum Fusion – N500 Select

Alpha Momentum Fusion – N500 Select

Overview

Stocks & Weights