Equity Portfolio
Customized Equity Portfolio Using Quantitative Investing Methods For Long Term Wealth Creation
Equity Portfolio
Smart Equity Portfolio
High Return
Momentum & System Driven
Long Term wealth creation
Review & Rebalance
Dynamic Asset Allocation
Benefits In Equity Investing!
Invest via customized Strategies
Review & Rebalance Regularly
Create Long Term Wealth
What Do We Offer!
Fivecap Alpha Strategy:
Fivecap Alpha Momentum Strategy is a system driven momentum strategy which invests into top Largecap stocks for long term wealth creation.
- Build a portfolio of 15-20 stocks that have passed fundamental and momentum criteria derived form 20 years of data driven research
- Review & Rebalance monthly to keep the portfolio aligned with the market movements
- Retain the top performer & exit the stocks that do not perform in the long run
Asset Class
Largecap
Volatility
Medium
Fivecap Contra Value Strategy
Fivecap Contra Value Strategy is a system driven value portfolio which invests into top Mid & Small cap stocks for long term wealth creation.
- Build a portfolio of 20-25 stocks that have passed fundamental and momentum criteria derived form 20 years of data driven research and are currently available at deep value.
- Review & Rebalance monthly to keep the portfolio aligned with the market movements.
- Retain the top performer & exit the stocks that do not perform in the long run.
Asset Class
Mid & Small cap
Volatility*
High
Fivecap Index ETF Strategy
Fivecap Index ETF Strategy is a system driven index investing portfolio which invests into Equity, Gold & Fixed income ETFs for long term wealth creation.
- Build a portfolio of 4-5 equity, fixed income and gold ETFs.
- Review & Rebalance monthly to keep the portfolio aligned with the market movements.
Asset Class
ETFs – Equity & Fixed Income
Volatility
Low