Key Sentiment Investing - Quantamental Focused-equity
Follows the Growth Market-cycle of the Nifty 200 Index.
Avoids companies that are exhibiting a downward sentiment bias.
Quantitatively ranks securities on multiple (sector-specific) sentiment factors.
Technically selects securities showing both high potential mean-reversion momentum or strong upward momentum patterns.
Staggers positions as per individual signals and portfolio diversification rules.
India Focused-equity: Market Cap above INR 100B | Gold | Overnight Debt.
Short-term, 3 Years and beyond
Minimum INR 2,50,000 and up to INR 2,50,00,000 (recommended).
Weekly review for rebalancing and tactical changes.
Low 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 generate surpluses from accumulated capital in order to spend on non-essential things/experiences.