Name: New Age Surge
Brand: smallcase
SKU: CRALMO_0018
Price: 104027 INR

Based in Kolkata, India's former financial capital, we are leveraging data science and modern financial theories to transform a multigenerational equity broking and trading business into a retail-centric boutique equity advisory firm through our Investment Advisory Division with the mission of providing premium and professional services to retail investors

Nifty_SM100

New Age Surge

Mayank Mehraa

Ride the wave of India's booming startup ecosystem and unlock unparalleled growth opportunities

All 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 stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</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 stocks are then weighted according to the selected asset allocation algorithm

New Age Surge

New Age Surge

Overview

Stocks & Weights