Deep Value Investing - Quantamental Focused-equity
Follows the Value Market-cycle of the Nifty Smallcap 250 Index & Microcap 250.
Avoids fundamentally over-valued companies.
Quantitatively ranks securities on multiple value factors.
Technically selects securities showing high potential mean-reversion momentum & distribution patterns.
Staggers positions as per individual signals and portfolio diversification rules.
India Focused-equity: Market Cap between INR 10B to 100B | Gold | Overnight Debt.
Medium-term, 5 Years and beyond
Minimum INR 2,50,000 and up to INR 2,50,00,000 (recommended).
Quarterly review for rebalancing and tactical change
Medium and above.
Disclaimer Note: The above charts tables and figures are a tool to communicate factual return information only & should not be seen as an advertisement or promotion of any sort. All factual return information including graphs & numbers are calculated using backtested & live data and include rebalances. Past performance doesn’t include trading costs, applicable taxes, & fees, or in no way guarantees future returns. Actual performance will depend on the exact execution price, costs & taxes which may vary for each investor. Investors should thoroughly understand the investment strategy apart from factual returns information in order to make informed investing decisions.
The investment objective to take suitable risk in order to appreciate capital faster than others is Capital-appreciation.