Name: Balanced Basket - Steady Gains
Brand: smallcase
SKU: GOALMO_0075
Price: 25000 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

Balanced Basket - Steady Gains

GoalZen Capital

Research focusing on consistent performance by merging defensive resilience with growth.

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 constituent picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks and ETFs for the respective strategy

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 has a monthly rebalance schedule. Once every month, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next month

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

Balanced Basket - Steady Gains

Balanced Basket - Steady Gains

Overview

Stocks & Weights