Innovation

Innovation

Invest in Disruptive Innovation : Electric Mobility, Biotech, Ecommerce, Digital Revolution, Fintech
Volatility: moderate Expected Returns *: 30.0%

* based on past 7 year backtest


Innovation

Performance

More Details
Blog Post

Why should you invest?

This is a medium risk equity strategy to invest in Disruptive Innovation : Electric Mobility, Biotech, Ecommerce, Digital Revolution, Fintech

Mechanism

The strategy invests in high innovation stocks using mean variance optimization and risk targeting

Universe

Top 500 stocks by market capitalization on NSE

Rebalancing Frequency

Quarterly

Risk Management

Maximum single stock exposure of 10%. Constraints put to not take positions of more than 5% of stock’s liquidity

Allocation

Equity Allocation 100%


Performance Metrics

Disclaimer: The content and data available in the material prepared by the company and on the website of the company, including but not limited to index value, return numbers and rationale are for information and illustration purposes. Use of back-tested data has inherent limitations including the following: The results do not reflect the results of actual trading or the effect of material economic and market conditions on the decision-making process, but were achieved by means of retrospective application, which may have been designed with the benefit of hindsight. Actual performance may differ significantly from back-tested performance. Information present in the material prepared by the company and on the website of the company shall not be considered as a recommendation or solicitation of an investment or investment strategy.

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