Name: SB Riveting IT Portfolio
Brand: smallcase
SKU: STBXNM_0002
Price: 58500 INR

A fundamental research, valuation and disciplined  regular investment and create wealth. We work hard for in house research.   

Nifty 500 Index

SB Riveting IT Portfolio

Radhey Shyam Chauhan

This Smallcase comprises IT companies to allow investors to efficiently track and invest.

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

smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

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 monthly rebalance schedule. Once every month, 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

SB Riveting IT Portfolio

SB Riveting IT Portfolio

Overview

Stocks