The markets constantly shift, and our WealthBasket adapts! Yes, you heard it right!

Introducing Smart Momentum, the WealthBasket that unlocks market opportunities for you!

Share.Market Research carefully curates this WealthBasket using a factor-based investment strategy. 

Throughout history, factors have played a crucial role in understanding and managing portfolio risk and return. By incorporating factors into the investment process, investors gain valuable insights that can help them reduce risk, enhance diversification, and ultimately improve returns.

Smart Momentum WealthBasket combines three factors: 

  • Quality 

Invest in quality, like picking good apples. You wouldn’t choose rotten ones, and with stocks, it’s the same. Quality companies will stand the test of time, giving you a better return on your investment. 

  • Value 

Ever scored an amazing deal on clothes you love? That satisfying feeling of getting a great shirt at a fair price? The share market can be like that too! This factor helps us see if a stock is on sale or not. 

  • Momentum 

Think of investing in momentum stocks like a care race. A fast car (high-momentum stocks) speeds ahead, while a slow car (low-momentum stocks) lags. The momentum factor strategy involves betting on winners (fast cars) to keep winning and losers (slow cars) to stay behind. Investors buy strong-performing stocks and avoid weak ones.

This sector agnostic WealthBasket comprises around 10 stocks and is rebalanced monthly, giving you a basket of stocks that adapts to changing markets.

This WealthBasket has been rigorously tested for its risk-return profile. By analyzing its performance across decades, including three distinct periods of economic crisis and recovery. The result? The basket has consistently performed well throughout the business cycle.

By leveraging Quality, Value and Momentum factors, this WealthBasket seeks to generate excess returns by unlocking hidden potential in various corners of the market.

Unlock Market Opportunities with Smart Momentum WealthBasket.

Curated by Share.Market Research

We are a Quant team that uses principles of data science, quantitative finance, mathematical constructs and computer algos to design investment and analytical solutions. All our WealthBaskets are created after rigorous evaluation over the decades, making wealth creation and analysis a passive process that one needs to follow with certain discipline. 

“Stay invested, Ride the Cycle and stick to the process” is the mantra we live by. With investment products and curated stock/ETF WealthBasket helps our users achieve their financial goals. Our aim is to be the one-stop-shop for all investing needs for a retail investor.

About Share.Market

Share.Market by PhonePe is an online investment & trading app. Explore our investment solutions – stocks, ETFs, F&O, WealthBaskets, Mutual Funds and more.

Explore the future of trading and investing with a vision to enable every Indian to contribute to the country’s growth. Experience our user-friendly investment platform that simplifies the trading journey of the share market while ensuring safety and security. Also, enjoy the ease of investing in the stock market as you work towards achieving your financial goals.

Check out our tools, which provide an intelligence layer to your investing and trading decisions across products, making you a pro. Check out our unique Factor Analysis tool for each stock, which gives you a detailed and comprehensive view of what factors are moving the particular stocks.

Open your FREE demat and trading account with simple, secure, and paperless KYC and jump into the world of the share market. What’s more? You pay ZERO brokerage on all products, including Futures and Options (F&O), until 31 December 2024.