Name: MWG Smart Alpha
Brand: smallcase
SKU: MWGMO_0002
Price: 269994 INR

Salonee Sanghvi, CFA has 20+ years of experience in equity research. Worked with McKinsey India & Rare Enterprises. India's Top 100 Women in Finance. SEBI Registered Research Analyst.

Nifty 500 Index

MWG Smart Alpha

Salonee

Identifying Wealth Creators to generate Alpha. Multi-factor Quantitative strategy (Rec Size 5-10L)

Top 700 publicly traded companies by market cap listed on the National Stock Exchange of India and ETFs are included in the universe

The MWG team does in-depth research to decide the criteria to be used for constituent screening.<ol><li>Stocks are first eliminated based on certain factors.</li><li>Stocks are picked based on select quantitative factors</li><li>Risk management system allocates weights to each stock</li></ol>

Stocks are picked by a quantitative model based on multiple factors.

A risk management system decides the weightage given to each stock to ensure lower volatility.

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next quarter

The final screened stocks are then weighted according to the selected asset allocation algorithm

MWG Smart Alpha

MWG Smart Alpha

Overview

Stocks & ETFs