Alpha 500 Quant

Alpha10_Smallcap by Clearmind is a quant-driven selection strategy. It aims to outperform the underlying benchmark Nifty Smallcap500 which is often used as a benchmark for the smallcap segment of the Indian Stock Market. This product is appropriate for all market cycles, designed to invest in the 10 strongest stocks, regardless of market conditions.

• This portfolio consists of 10 stocks selected from the Nifty Smallcap350 universe.
• All stocks start at near 10% weightage of the entire portfolio.
• Winners are kept, while losers are promptly removed in the next rebalance.
• We measure the Momentum, Strength of direction, and relative performance of every stock in the Nifty Smallcap350 against the index itself.
• The top 10 strongest options are selected from a pool of 350.
• Having more concentration than the index (10 stocks vs. 350) is a sure-shot way to outperform Nifty Smallcap.
• Using quantitative methods to analyze the best performers further boosts the performance.
• The historical performance of this portfolio over the last ten years has beaten the benchmark by 13 times.
• The optimal size for investing in this portfolio is INR 2 to 30 lakh.

Disclaimer - This can sometimes result in slightly more drawdowns than Nifty Smallcap350.