Over FY24, our smallcases of our research services have performed well. The market was conducive to the various styles of investment we use.
All our services can be subscribed to directly from our website: https://intelsense.in except Quiver, which is available only on smallcase.
Note:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
The returns are as displayed by smallcase, which is an independent third party. The NAV is calculated by smallcase daily and the respective return is publicly available each day.
Results in equities are volatile. Never get lured by good returns. Typically, a few good years of good returns are followed by a few years of poor or negative returns.
Do not invest in equities if you do not have at least a three-year investment horizon.
Smallcase return calculation methodology is provided here: https://www.smallcase.com/meta/return-calculation
The performance does not include costs and taxes as they differ for every individual.
Quiver
Concentrated portfolio of 5-15 stocks
Trend following strategy in stocks with fundamental business momentum
Based on proprietary algorithms, improved with market feedback
Market cap agnostic
High churn
Click here to check out Quiver: https://intelsense.smallcase.com/smallcase/INSMO_0005
Q10
Concentrated portfolio of 10-20 stocks
Strategies are momentum based trend following systems
Based on absolute momentum
Market cap agnostic
High churn
Click here to check out Q10: https://intelsense.smallcase.com/smallcase/INSMO_0004
Q30
Concentrated portfolio of 10-20 stocks
Strategies are momentum based trend following systems
Based on relative momentum
Market cap agnostic
High churn
Click here to check out Q30: https://intelsense.smallcase.com/smallcase/INSMO_0003
Hitpicks
Concentrated basket of 5-10 stocks
Purely based on Technofunda
Market cap agnostic
Medium churn
Click here to check out Hitpicks: https://intelsense.smallcase.com/smallcase/INSMO_0006
Long Term Equity
Long-term compounding portfolio of growth and value-oriented companies
Basket of 15-20 stocks
Low churn
Click here to check out Long Term Equity: https://intelsense.smallcase.com/smallcase/INSMO_0007
DISCLAIMER:
Investments in the securities market are subject to market risks. Read all the related documents carefully before investing.
SEBI Registered Research Analyst - Cupressus Enterprises Pvt Ltd - INH000013828.
Registration granted by SEBI and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.