Name: smartvalues - rising sectors
Brand: smallcase
SKU: LMRMO_0008
Price: 34678 INR

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 500 Index

smartvalues - rising sectors

Soumitra Sengupta

Basket comprises of stocks from sectors, that are likely to outperform.

The stocks are currently selected from three sectors, it, mid cap telecom metals and consumer durables. As the basket develops, we may include stocks from other sectors and indeed remove some of those from existing sectors.

The stock selection is done by stock selector system which uses the momentum criteria to select stocks that are likely to outperform in the future.

Stocks are selected by the smartvalues stock selector based on momentum indicators. The stock selector identifies stocks that are in long term trends and rides the trend.

All constituents in the portfolio are equally weighted.

This smallcase will be rebalanced on an as-needed basis

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

smartvalues - rising sectors

smartvalues - rising sectors

Overview

Stocks & Weights