At GoalFi, Factor Fusion Momentum Trend Masters epitomizes our expertise in identifying stocks within the Nifty Total Market Index that consistently exhibit strong momentum - the Momentum Masters. This smallcase reflects our refined approach, combining technical indicators with foundational fundamental analysis, adhering strictly to our RA mandate by providing research-based selections rather than personalized advice.

Our methodology begins with a defined universe from the expansive Nifty Total Market Index. We apply a multi-tiered screening process using GoalFi’s proprietary analytics to distill a list of stocks demonstrating both technical momentum and intrinsic value.

The weighting of each stock in the portfolio is considered carefully, taking into account its relative strength and market position.

Rebalancing decisions are made according to market developments, allowing for a nimble yet disciplined adaptation of the portfolio’s composition. This may include strategic shifts towards defensive assets like Gold Bees or Liquid Bees in times of heightened market volatility, ensuring a prudent investment approach.