Name: Stockwiz HNI Advantage Fundamental
Brand: smallcase
SKU: SWTEMO_0002
Price: 35699 INR

Stockwiz Technologies is a SEBI-registered research analyst, specializes in cutting-edge quantitative trading and investing strategies based on our proprietary research models and trading systems. We help our clients with institution grade professional research advisory across equity, mutual funds and smallcase.

Supercharge your wealth creation journey with our AI-driven sectoral and thematic smallcases, designed specifically for positional traders and medium- to long-term investors. Join over 16,000 traders and investors across India who trust Stockwiz to deliver results.

Nifty_SM100

Stockwiz HNI Advantage Fundamental

Parang Mehta

This portfolio focuses on high growth stocks backed by tailwinds and fundamental catalysts.

All publicly traded company on the National Stock Exchange are considered in defining the universe for this portfolio.

Stocks are selected using our in-house screeners and scanners built on fundamental parameters such as promoter holdings, business efficiency, profitability and sales growth.

The research team does individual constituent picking after through company reports and financials and decides on a qualitative and quantitative parameters to be considered w stocks and ETFs for the respective strategy.

Following parameters define the weighting in this portfolio: <ul><li>Price / Earnings</li><li>EPS Growth</li><li>Sales Growth</li><li>PEG Ratio</li></ul>

This smallcase will be rebalanced on an as-needed basis

Stockwiz HNI Advantage Fundamental

Stockwiz HNI Advantage Fundamental

Overview

Stocks & Weights