Core Portfolio
Core and Hold Strategy
Long Short Folio
Hedged Strategy
Trend Folio
Momentum Strategy
Research Services
SEBI registered Research Analyst
Core Portfolio
It is a long only fund with investment horizons of more than one year. It is a combination of value and growth investing methodologies. Our primary objective is to achieve long-term appreciation through the strategic investment in a diversified portfolio of high-growth companies. Three main cohorts of growth portfolio formation are –
1. Stock Identification – Using Fundamental and technical parameters
2. Stock Monitoring – Inclusion in watchlist
3. Portfolio Inclusion – Entry at the right price point.
We strive to achieve high returns over the specified time frame and aim to outperform them over longer periods of three years or more. Our team at the Equity service desk is committed to maximize returns for our clients through careful analysis and portfolio construction.
Core Portfolio
It is a long only fund with investment horizons of more than one year. It is a combination of value and growth investing methodologies. Our primary objective is to achieve long-term appreciation through the strategic investment in a diversified portfolio of high-growth companies. Three main cohorts of growth portfolio formation are –
1. Stock Identification – Using Fundamental and technical parameters
2. Stock Monitoring – Inclusion in watchlist
3. Portfolio Inclusion – Entry at the right price point.
We strive to achieve high returns over the specified time frame and aim to outperform them over longer periods of three years or more. Our team at the Equity service desk is committed to maximize returns for our clients through careful analysis and portfolio construction.
Trend Folio
The goal of our Trend Folio strategy is to identify the short and medium-term trend of Nifty and individual stocks in both Cash and F&O segments and to align our portfolio with this trend in order to maximize returns and minimize risk. This involves continuous monitoring of the market and implementing stop loss or exit strategies as needed to protect against potential losses. In Trend Folio we take Cash as well as F&O trades in stocks and Nifty, both on long and short side depending on the trend. The Nifty Long and Short side trade are system generated, which is a “trend following system” based on price.
Long-Short Folio
The Long-Short portfolio of SGML is a combination of Core portfolio and Trend portfolio that aims to generate higher returns through the use of various hedging and leveraged strategies based on market conditions. The primary objective is to build a long-term portfolio while also seeking to maximize returns through the implementation of dynamic strategies that take into account market sentiments. Hedged portfolio is a combination of an Investment and Leveraged portfolio and therefore, the return will vary between the returns of Investment Portfolio and Leveraged portfolio.
Long-Short Folio
The Long-Short portfolio of SGML is a combination of Core portfolio and Trend portfolio that aims to generate higher returns through the use of various hedging and leveraged strategies based on market conditions. The primary objective is to build a long-term portfolio while also seeking to maximize returns through the implementation of dynamic strategies that take into account market sentiments. Hedged portfolio is a combination of an Investment and Leveraged portfolio and therefore, the return will vary between the returns of Investment Portfolio and Leveraged portfolio.
Research Services
If you are interested in accessing the investment ideas and trading strategies of SGMPL Research but do not wish to utilize our portfolio services, you may still be able to benefit from our research and analysis through a variety of other means. One option could be to subscribe to our research reports or alerts, which provide in-depth analysis and recommendations on specific securities or market trends where our analysts and experts share their insights and engage with investors.
Our Research Services
SGMPL Technical Research
The idea behind this is to capture the short term trends of the stocks/Indices and accordingly build long/short positions in Nifty/stocks futures. Our advice is based on studies done mostly through technical parameters. This is because we believe, in the short run, prices of financial securities change chiefly on technical grounds.
SGMPL Techno-Funda Research
This seeks to identify fundamentally strong companies for investment based on technical analysis. The portfolio will predominantly consist of medium and small cap companies as we have found that investments that are supported by both fundamental and technical factors tend to outperform in the market.
SGMPL Hedged Research
“SGMPL Quant Research” delivers risk adjusted returns, while staying fully invested at all times. The portfolio is designed to outperform the Bear Markets and Bull Markets in the long term. It aims at investing conservatively through ensuring superior returns to fixed income in a Bear Market and more than the index returns in a Bull Market.
Core Portfolio
It is a long only fund with investment horizons of more than one year. It is a combination of value and growth investing methodologies. Our primary objective is to achieve long-term appreciation through the strategic investment in a diversified portfolio of high-growth companies. Three main cohorts of growth portfolio formation are –
1. Stock Identification – Using Fundamental and technical parameters
2. Stock Monitoring – Inclusion in watchlist
3. Portfolio Inclusion – Entry at the right price point.
We strive to achieve high returns over the specified time frame and aim to outperform them over longer periods of three years or more. Our team at the Equity service desk is committed to maximize returns for our clients through careful analysis and portfolio construction.