Contra eyebrow
Finding opportunity where others see uncertainty.
Portfolio Spotlight
Finding opportunity where others see uncertainty.
Performance
Compare growth against a benchmark across timelines and see what a hypothetical investment would be worth today.
Performance data is currently unavailable.
Overview
Key metrics, suitability, and strategy highlights to help you evaluate whether this model portfolio fits your goals.
Investment Objective
The Contra Edge Model seeks to identify fundamentally attractive market cap segments, sectors or themes that are temporarily out of favour, aiming to benefit from potential recovery through a disciplined, rule-driven investment approach.
Holdings
Review the ETF mix and segment allocation that defines this model portfolio.
FAQs
Common questions about Contra Edge Model and what to expect when you invest.
Any brokerage, STT, exchange transaction charges, GST, stamp duty, and other applicable statutory charges will depend on the broker through whom you execute the transactions. These charges will be levied by the respective broker as applicable.
When the portfolio is rebalanced, changes may be made to the underlying holdings and/or their respective weights based on the portfoliou2019s investment strategy. Investors will be notified of the recommended changes through smallcase. You can review the changes and choose to execute the rebalance in your portfolio. The decision to execute any rebalance ultimately rests with you.
Taxation on your investments is applicable at the individual investor level through your demat account. Any capital gains, dividends, or other taxable income arising from your investments will be subject to applicable tax laws. The tax liability will depend on factors such as the nature and holding period of the investment. Investors should consult their tax advisor for guidance based on their individual circumstances.
Choose a Model Portfolio that aligns with your investment objective and risk profile, and review its details before investing. When you are ready, click on the Invest option to begin the investment process. You will be redirected to smallcase, where you can log in using your broker account. After logging in, review and confirm the portfolio and investment amount, and place the orders for the underlying ETFs through your broker. The investment is completed through your broker account, while the Model Portfolio provides the underlying investment strategy and portfolio structure.
Collateral
Download portfolio documents and review the scheduled rebalance checkpoints for this strategy.
