Smart Index Advantage (AUM Plan) Smart Beta
Green Portfolio
This portfolio invests in the best 25 NIFTY Index companies which helps you outperform the Index
3Y CAGR
10.84%
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Daily Change
Today's change in this smallcase is
7Y CAGR
CAGR (Compounded Annual Growth Rate) indicates the average yearly return generated by a smallcase from the date of launch. Only live data is considered to calculate the CAGR. Thus, this smallcase has given returns on an average every year since Apr 4, 2016
High Volatility
Stock prices move up and down on a daily basis, resulting in fluctuating investment value. High volatility indicates high fluctuation is expected in the investment made in this smallcase
About the smallcase
-Invests in 25 Best companies out of the large cap Index
-Companies with Strong Balance Sheet and Low Debt on books.
-Companies with Good Management integrity, capability and performance track record.
-Companies available at Reasonable Valuations as compared to their earnings potential.
-Announcements, Results, News of the companies are regularly researched to ensure stock potential.
Methodology
Know how this smallcase was created
Methodology
universe
All publicly traded companies that are part of the NIFTY50 and NIFTY Next50 Indices are part of the universe.
research
The team does in-depth research on the stocks in the defined universe, conducting thorough research on the industry as well as each particular stock. Team will also perform scuttlebutt style of research as and when required.
stockScreening
The research team applies certain valuation filters to extrude a list of constituents which have significant valuation comfort. Then the research process helps us deduce the reasoning for the market value and also find out any merits on the constituent level.
weighting
The following parameters are considered when deciding the weights for constituents:
- Valuation Comfort
- Management Comfort/Corporate Governance
- Clear right to win for the business
- Balanced Diversification versus the rest of the portfolio.
- Theme Exposure
- Management Vision
- Earnings Visibility
rebalance
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
About the Manager
At the glance
Plans & benefits
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