Came across another smallcase that is free and has a very good track record.
ARQ Prime is a long-only equity portfolio
ARQ Prime recommends stocks for investment based on a set of rules, free from human intervention or human bias. In the world of investing – it is called “Smart Beta”. ARQ Prime adopts the time-tested and proven rules for investing in stocks. ARQ scans all types of stocks to pick Winners: Value stocks, Quality stocks, High Momentum stocks, and Growth stocks across the market cap.
Their CEO talks about this product in an interview for moneycontrol , it does a weekly rebalance so that may put off some of you but is performance has been really good
there is not much info on stock selection criteria most likely it’s proprietary and not open source, but given its performance, it’s most likely based on momentum strategies.
Their website claims that drawdown is smaller compared to markets
Its strong risk management system cuts the losses early and allows profits to be big, thereby maximizing profits and reducing drawdowns/losses
Using the smallcase graph we can verify it managed drawdown better than the index, even the recent dip in 2022. I think as free access this smallcase is worth tracking and I am adding it to my open scorecard
At present this is the portfolio which will rebalance on Aug10, 2022. Min initial investment Rs. 40,269 and subsequent SIP of Rs. 9000/month, if anyone uses Monthly SIP option.
Stocks & Weights
Stocks & SegmentsWeightage (%)
Industrial Machinery28.68
AIA Engineering Ltd5.95
Elgi Equipments Ltd7.51
SKF India Ltd10.73
Rolex Rings Ltd4.49
Fertilizers & Agro Chemicals5.21
Coromandel International Ltd5.21
Stock Exchanges & Ratings7.98
CRISIL Ltd7.98
Private Banks8.30
ICICI Bank Ltd8.31
FMCG – Tobacco8.55
ITC Ltd8.55
Pharmaceuticals4.63
J B Chemicals and Pharmaceuticals Ltd4.63
FMCG – Household Products6.81
Jyothy Labs Ltd6.81
Cables6.73
KEI Industries Ltd6.73
Four Wheelers6.32
Mahindra and Mahindra Ltd6.33
Consumer Finance6.32
Mahindra and Mahindra Financial Services Ltd6.33
Insurance6.31
SBI Life Insurance Company Ltd6.31
Specialty Chemicals4.09
Supreme Petrochem Ltd4.08
Segment Composition
Industrial Machinery
Fertilizers & Agro Chemicals
Stock Exchanges & Ratings
Private Banks
FMCG – Tobacco
Pharmaceuticals
FMCG – Household Products
Cables
Four Wheelers
Consumer Finance
Insurance
Specialty Chemicals
You can edit stocks & weights before investing
Thanks Rajat for sharing info