Alpha 500

by Punam Kucheria
SEBI Reg. No. INH000010098
Risk: low MODELFOLIO

Alpha10_Smallcap by Clearmind is a quant-driven selection strategy. It aims to outperform the underlying benchmark Nifty Smallcap500 which is often used as a benchmark for the smallcap segment of the Indian Stock Market. This product is appropriate for all market cycles, designed to invest in the 10 strongest stocks, regardless of market conditions.This portfolio consists of 10 stocks selected from the Nifty Smallcap350 universe.All stocks start at near 10% weightage of the entire portfolio.Winners are kept, while losers are promptly removed in the next rebalance.We measure the Momentum, Strength of direction, and relative performance of every stock in the Nifty Smallcap350 against the index itself.The top 10 strongest options are selected from a pool of 350.Having more concentration than the index (10 stocks vs. 350) is a sure-shot way to outperform Nifty Smallcap.Using quantitative methods to analyze the best performers further boosts the performance.The historical performance of this portfolio over the last ten years has beaten the benchmark by 13 times.The optimal size for investing in this portfolio is INR 2 to 30 lakh.Disclaimer - This can sometimes result in slightly more drawdowns than Nifty Smallcap350.

About this plan

Choose a tier

  • half_yearly

    6 months

    ₹4,499 / half_yearly

    GST included
  • yearly

    12 months

    ₹7,999 / yearly

    GST included
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Investments in securities are subject to market risks. Read all scheme-related documents carefully. Past performance does not guarantee future returns. Kuberhunt is an advisory platform and never executes trades on your behalf.