Name: CFF - CAGRwealth Fundamental Flexicap
Brand: smallcase
SKU: CWEHMO_0002
Price: 280971 INR

CAGRwealth is a boutique investment advisory firm providing factor based and fundamental research based investing model portfolios based on deep research. 

Nifty_SM100

CFF - CAGRwealth Fundamental Flexicap 

CAGRwealth

Flexicap portfolio for long term investment based on fundamental research. Recommended size >3 lakhs

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

The team does in-depth research on stocks following rigrous checklist of various fundamental and value parameters&nbsp;

The strategy is based on time tested parameters which have worked across market cycles&nbsp;

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

The weighting of the stock is market cap agnositic and allocation in new stock is based on cash position . The existing stocks are not equally balanced every month.&nbsp;

This smallcase will be rebalanced on an as-needed basis

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

CFF - CAGRwealth Fundamental Flexicap

CFF - CAGRwealth Fundamental Flexicap

Overview

Stocks & ETFs