Elystar Smallcap Alpha portfolio offers a measured way to aim for alpha over Smallcap 250 Index while keeping the risk controlled. This is a long-term oriented portfolio.

• Universe: Stocks are selected from Nifty Smallcap 250 Index. These are typically the stocks from NSE (India) ranked 251-500 when sorted by market cap (size) in decreasing order. As on July 21, 2023, the sizes of these companies ranged approximately from 6,000 Cr. to 20,000 Cr. INR.

Several key elements are involved to aim for delivering alpha (excess returns than benchmark mentioned above):

• Our proprietary AI-powered stock selection framework with an extensive computing infrastructure
• Decades of stock price and fundamental financial data of listed companies
• Expert guidance on identifying top stocks and building the best portfolios

Various measures are taken to control risk (at the time of rebalancing):

• Monitoring for any news impacting the selected stocks in a negative manner for long duration
• Not more than 10% is invested in any single stock
• Not more than 30% is allocated to any single industry

Note: Changes may be done at the investment adviser's discretion to navigate market risks efficiently while broadly adhering to the above policies most of the time.