Trends Trilogy
Managed by Niveshaay
Minimum Investment Amount
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 1,73,382
It aptly combines the three inter-related trends of investing: Business, Financial & Price trends
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 1,73,382
2Y CAGR
50.74%
Performance
Current value of ₹ 100 invested once at launch
| smallcase CAGR | Equity Small Cap CAGR |
|---|---|
Live performance includes rebalances. It is a tool to communicate factual return information and
should not be seen as advertisement or promotion. Learn how performance was calculated
Key Metrics
Fundamental
NA
54.43
NA
7.45
NA
0.23
NA
33.73
NA
4.50
NA
0.58
Technicals
NA
3.08
NA
0.21
NA
117.70
NA
Pro
NA
Pro
NA
Pro
Relative
NA
35.63
NA
1.31
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 15 | Need Basis |
| Last Rebalance | Next Rebalance |
|---|---|
| Apr 23, 2024 | Need Basis |
About the smallcase
Recommended Investment Amount > 5 Lakh
Trends Trilogy aptly combines the three inter-related trends of investing:
- Business Trend
- Financial Trend
- Price Trend
The basic idea is to invest in:
- High growth company
- Emerging Sector or Sector at new high
- Large Opportunity Size
- Charts supported by good earnings
Trends Trilogy small case is a classic blend of the two main school of thoughts in the equity markets- Fundamental and Technical Analysis, giving you the best of both worlds. Fundamental analysis will help us to pick the right company and technical analysis will provide the correct entry and exit timings considering the earnings visibility. Most importantly, this blended approach helps us to avoid bias, build conviction and ride the trend for a long period of time. Hence, it would be a concentrated portfolio comprising of 13-15 stocks.
CDSL is a good example to explain this strategy. PAT of this company was rangebound before COVID. After COVID, in April 2020, we could see emerging data points on the increasing number of demat accounts. We invested in this company after the quarterly results of June 2020. Henceforth, good results and charts analysis helped us to ride the trend making it 4x of our investment amount.
Launch Date
Feb 4, 2022
Subscription Fees
₹ 2,999/3m
Factsheet
Download key points for this smallcase
About the Manager
Niveshaay
Manages 4 smallcases
Niveshaay is a SEBI Registered Investment Advisory Firm with a Dedicated Research Team specializing in unearthing high quality undervalued stocks. We focus on few high conviction stocks that exhibit chances to outperform and have out sized impact on the portfolio.
SEBI Registration No: INA000017541
Disclosures
