Name: Long Term Equity
Brand: smallcase
SKU: INSMO_0007
Price: 500000 INR

Long term wealth creation investment strategy

Nifty 500 Index

Long Term Equity

Abhishek Basumallick

Strong compounding stocks make the core of the portfolio with a few opportunistic ideas thrown in. 

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 will be rebalanced on an as-needed basis

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

Long Term Equity

Long Term Equity

Overview

Stocks & ETFs