Name: Cedrus Alpha
Brand: smallcase
SKU: CECOMO_0002
Price: 300000 INR

To offer investors a well designed and well researched equity portfolio with potential of creating a substantial alpha over long terms.

Nifty 500 Index

Cedrus  Alpha

Manisha Bajaj

Concentrated  Core And Satellite  Equity Portfolio Using The GAARP Approach.

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

Cedrus Alpha

Cedrus Alpha

Overview

Stocks & Weights