We do long term trends. Staying with long term trends is the best way to build wealth. That is exactly what we do. Come on this journey with us and we will empower you to invest in yourself and secure your future. We only do large and midcap stocks. This results in a contained risk profile. Overall it makes for an attractive risk - return tradeoff. You will be surprised by what stocks in long term trends  can do.

Nifty 100 Index

smartvalues - multiasset

Soumitra Sengupta

This basket comprises of multiple asset classes such as equities, indices, gold and silver. 



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 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

smartvalues - multiasset

smartvalues - multiasset

Overview

Stocks & ETFs