About the smallcase

1. Investor Suitability:

This basket is ideal for investors seeking to participate in MAE Wealth Generator Modelling, targeting undervalued companies across large, mid, and small-cap categories to maximize long-term growth potential.


2. Advantages:

- Undervalued but Quality Stock Investment: Focuses on identifying and investing in high-potential companies that are currently undervalued, offering an opportunity for significant long-term appreciation.

- Market Cap Diversification: By including large-cap stocks for stability, mid-cap stocks for growth, and small-cap stocks for high-potential returns, the basket ensures a balanced approach to wealth generation.

- Equal Allocation: Ensures balanced exposure to all selected stocks, minimizing risk from over-concentration while enhancing overall portfolio stability.

- Long-Term Time Horizon: Structured for investors with a long-term perspective, aiming to generate substantial wealth through consistent and strategic investments.


3. Value Proposition:

- The Wealth Generator Basket combines rigorous fundamental analysis and RSI-based technical analysis to select stocks with strong fundamentals and favorable momentum.

  • - It offers a diversified approach across large, mid, and small-cap stocks, with equal allocation to ensure balanced exposure while maximizing growth potential and mitigating risks.

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