Name: Sector Advantage
Brand: smallcase
SKU: CRALMO_0002
Price: 136955 INR

Based in Kolkata, India's former financial capital, we are leveraging data science and modern financial theories to transform a multigenerational equity broking and trading business into a retail-centric boutique equity advisory firm through our Investment Advisory Division with the mission of providing premium and professional services to retail investors

Nifty_SM100

Sector Advantage

Mayank Mehra

Invest in most efficient companies across growth sectors | [Multi Cap]

It represents the top 500 companies based on full market capitalization from the eligible universe.<ul><li>The universe represents about 96.1% of the free float market capitalization of the stocks listed on NSE as of March 29, 2019.</li><li>The total traded value for the last six months ending March 2019, of all Index constituents, is approximately 96.5% of the traded value of all stocks on NSE.</li></ul>

The team does in-depth research into the various sectors to define initial weights and further researches into the companies of the respective sectors to only invest in a single stock/sector. The stock is decided on the basis of multiple criteria namely:<ul><li>Valuation- Though we believe in the EMH, we strongly believe against "NO PRICE TOO HIGH",</li><li>Momentum- We believe initial momentum always corresponds with earnings growth till euphoria kicks in</li><li>"Margin of Safety"</li></ul>

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><li>Past year's shareholder return and Sharpe Ratio</li></ul>

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

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

Sector Advantage

Sector Advantage

Overview

Stocks & ETFs