1. Investor Suitability:

This basket is ideal for aggressive risk category investors who are comfortable with higher volatility in exchange for the potential of substantial long-term value creation.

2. Advantages:

- Value Creation: Focuses on small-cap stocks with significant upside potential, aiming to capitalize on undervalued opportunities.

- Equal Allocation: Ensures balanced exposure across all selected small-cap stocks, minimizing the impact of individual stock volatility on the portfolio.

- Aggressive Rebalancing: Frequent and dynamic adjustments ensure the portfolio remains aligned with market trends and the basket’s value creation objectives.

- Longer Time Frame: Designed for investors willing to stay invested over an extended period, allowing the portfolio to capture the growth potential of small-cap companies.

3. Value Proposition:

- The Value Basket employs a combination of fundamental analysis (focusing on key financial ratios) and RSI-based technical analysis to identify undervalued stocks with strong momentum.

• - By focusing exclusively on small-cap stocks and implementing equal allocation with aggressive rebalancing, the basket maximizes opportunities for long-term value creation while managing portfolio risk.