The Factor Fusion Innovate Growth Leaders smallcase represents the pinnacle of our commitment to uncovering the growth leaders of tomorrow. Within the extensive Nifty Total Market Index, we seek out companies that are not just participating in but driving the next industrial revolution—be it through cutting-edge technologies, innovative products, or revolutionary services.

Our methodology begins with a comprehensive sweep of the market to define our investment universe, followed by in-depth research to uncover companies exhibiting rapid growth rates, scalability, and a clear competitive edge. These are businesses that not only promise growth but also demonstrate the ability to sustain it over time.

We employ a multi-faceted screening process that blends traditional growth metrics with GoalFi's proprietary factors, ensuring a selection that is both dynamic and grounded in solid financial health. The weighting of selected stocks is carefully calibrated to optimize the growth potential while mitigating undue risks.

Rebalancing is conducted on an ad hoc basis, in line with our agile investment philosophy. It allows us to swiftly pivot towards new growth avenues as they emerge, ensuring that our investors are always at the forefront of innovation. This may include strategic hedging with defensive assets like Gold Bees or Liquid Bees during periods of uncertainty.