Name: Balance 25
Brand: smallcase
SKU: WETRMO_0004
Price: 212136 INR

WealthTrust Capital Services (Partnership Firm for Investment Research & Recommendation Services) is a SEBI Registered Research Analyst Firm.

The partners have a decade of experience across investments. Their experience across business cycles aids in their research methodology and helps in outperformance across relevant benchmarks. 

The main strategy is to select undervalued stocks, where we see potential of turnaround and thus outperformance to the larger market. 



Nifty 500 Index

Balance 25

Sneha Jain

To identify undervalued stocks by determining fair value range from detailed financial analysis. 

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

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 to add or drop stock/ETFs, if applicable

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

Balance 25

Balance 25

Overview

Stocks & Weights