Name: Large & Mid Cap Diversified
Brand: smallcase
SKU: FISHMO_0005
Price: 136395 INR

FinSharpe is a SEBI registered investment advisor that creates long term investment strategies using quantitative finance.


Nifty Midcap 150

Large & Mid Cap Diversified

Finsharpe

This strategy combines the best of both worlds - Fundamentally strong companies backed by Momentum

Top 250 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 constituent picking after going through company reports and financials and decides on a host of fundamental and pricing parameters to be considered while screening stocks.

Following parameters are considered while assigning weights to constituents in this smallcases<ul><li>Market capitalization</li><li>Volatility</li><li>Volume</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 constituents are then weighted according to the selected asset allocation algorithm

Large & Mid Cap Diversified

Large & Mid Cap Diversified

Overview

Stocks & Weights