Undervalued companies with strong fundamentals experiencing or poised for positive momentum
Investment Rationale
Value Momentum incorporates a unique investment strategy blending Value Investing and Momentum Investing approaches. This strategy seeks out undervalued companies with robust fundamentals that are currently experiencing or poised for positive momentum.
What factors we look at and why?
Margins: The stock profit margins show the degree to which a company makes money and how profitable it is.
ROE: ROE compares the efficiency of utilizing shareholder's capital into generating income and profits among different companies.
PEG Ratio: The PEG ratio is a more meaningful measure of value than the P/E ratio alone. By factoring in growth, the PEG ratio helps an investor evaluate a company's price in relation to its future earnings growth potential.
This is actively managed basket of stocks where the stocks are held till the underlying companies face corporate governance issue, they deviate from their core business model, there is a change in their business cycle or stock loses its momentum.
Performance
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About the Manager
Understand smallcase costs and returns
Min. Amount
₹ 87,819
Minimum Investment Amount
It is the least amount required to invest in all stocks of this smallcase as per the weights
