Strategy description

Momentum ETF Stock Bag — Product Description

1. The Momentum ETF Stock Bag is a model portfolio constructed using a systematic, rules-based methodology that identifies exchange-traded funds (ETFs) and equity securities demonstrating positive price momentum over defined periods. Selection and weighting are based on predefined quantitative parameters such as relative performance, trend strength, liquidity filters, and risk controls.
2. The portfolio is reviewed and rebalanced at predetermined intervals (Monthly) in accordance with the model’s methodology. The objective of the strategy is to participate in prevailing market trends while maintaining diversification and discipline through a structured investment framework.
3. This product is intended solely as a portfolio illustration or research tool and does not represent personalized investment advice or an assurance of returns.

Regulatory Disclaimer (SEBI – India)

1. This product is for informational and educational purposes only and should not be construed as investment advice or a recommendation to buy, sell, or hold any securities or financial instruments. The Momentum ETF Stock Bag does not constitute portfolio management services, investment advisory services, or research recommendations under the Securities and Exchange Board of India (SEBI) regulations.
2. Investments in securities markets are subject to market risks, including the risk of loss of capital. Past performance is not a guarantee of future results. Momentum-based or trend-following strategies may underperform in range-bound, volatile, or reversing market conditions.
3. No assurance is given that the stated investment objective of this strategy will be achieved. Portfolio constituents and weightages are subject to change without notice based on the underlying methodology and market conditions.
4. Users are advised to exercise discretion and invest in accordance with their risk profile.