The Investment objective of the scheme is to generate long term capital appreciation by investing in equities based on Momentum and Quality factors using ISEC proprietary model. Portfolio is created as per relative weights of stocks based on Momentum and Quality factors. It will consist of 30 stocks and will rebalance every six months i.e June and December.
50% (6 month price momentum) + 50% (1 year price momentum)
33.33% (Higher ROE) + 33.33% (Lower D/E) + 33.33% (Lower 5-yr EPS growth variability)
Helps get rid of behavioural biases of investors by riding winners till the time they remain outperformers
Outperforms benchmark in different market conditions
Aims to protect portfolio from large drawdowns by including quality stocks
