Equity All Stars

An investment basket powered by

Bridgeweave
 Bridgeweave
• Fintech firm We were founded by the former Barclays CEO of Wealth and Investment
headquartered in UK Management at Barclays (Akshaya) and two co-founders (Bruce & Sarthak)

• Experience in large We are based in UK and India, with over 200 years of combined experience from
global organisations Citigroup, Barclays, State Street, Infosys, UBS, and 3i Plc.

• Democratise Investment We create professional quality tools for individual investors in a very affordable and
through technology convenient way.

• Uses smart tech to Our smart algorithms identify patterns by crunching several million calculations
identify patterns every day and recommend investment ideas to suit digital investors.

• Only available through Equity All Stars is exclusively available through Axis Direct to give Axis customers
Axis Direct an advanced, simple, yet sophisticated investment product.

For internal consumption only

 What is Equity All Stars

A long-term basket that has the potential to make you money by

Minimum Investment
predicting short term price movements ₹1,90,000

• It gives you a recommendation ... and lets you make changes – Recommended
YOU are always in control Minimum Investment
₹2 Lacs
• It is a long-term investment that rebalances every 2 weeks …
giving you long term equity exposure
Pricing: (GST included)
• Think of it as your personal mutual fund ... You actively 12 months - ₹ 11,799
manage it using technology, without the hassle.

What makes Equity All Equity All Stars uses very advanced
technology to identify short term
Stars unique?
opportunities for long-term investors

For internal consumption only 3

 Equity All Stars – Portfolio Construction

Stock Portfolio Monitor &

Selection Construction Rebalance

Market Data AI models Predictions Shortlist Basket Monitor Rebalance

Start Finish

3.30am

AI models trained Stock universe based Constant

using 10 years data on liquidity, market cap monitoring of AI
and analyst coverage models

We create 1,024 Advanced techniques Basket consists of 8 Repeat process to rebalance

features for every like computer vision & Momentum stocks and 2 every 2 weeks
stock neural networks Value stocks

For internal consumption only 4

 Equity All Stars - Portfolio Approach

Momentum Insights Value Insights

TT
(80% - 8 stocks) (20% -TT
2 stocks)

TT Universe
Equity All Stars
Hybrid Portfolio Construction
- Strong Liquidity and Volume

- Ranking of best insights from best Momentum and Value insights

Greater than Rs 7,500 crore market cap 1 from InvestorAi.
- Good Analyst coverage TT
Overlay of construction constraints to ensure sector
2 diversification.

3 Final portfolio of 10 stocks, rebalanced every 2 weeks.

For internal consumption only

 What are Value and Momentum insights?

Value Insights
TT Momentum
TT Insights

• Value insights are those stocks, identified by

the model, that are high quality but temporarily • Momentum insights are those stocks,
undervalued against their 10-year price history identified by the model, that are showing
but still have high quality fundamentals. positive upward momentum or a strong
breakout pattern with a high probability of
• The model looks for instances of temporary
delivering positive returns over the holding
undervaluation previously and how regularly
period.
the price bounced back.

For internal consumption only

 How is Equity All Stars different?

Differentiating
Momentum stocks Factor Value stocks enable
enable the potential (Integrated approach the potential for
for outperformance = minimizing downside
in rising markets. Momentum + Value) risk.

For internal consumption only

 Powered by new-age tech

How is Equity All Star’s technology different?

Trained Models: Our algorithms have been trained and developed by our expert team at
Bridgeweave labs using 10 years of stock market data

Mathematics: 1024 features * 400 Stocks * 250 days in a year * 10 years of stock market data. That’s the
number of data points the machine calculates every day to arrive at recommendations.

Track Record: We have over 2 years of track record of producing exceptional results
for our investors.

For internal consumption only

 Performance and
TT Analysis

For internal consumption only 9

 Performance Metrics: Demonstrating Results

Performance of ₹ 100 invested in Equity All Stars

₹250.7

₹138.5

Past performance is not an indication of future results. For illustrative purposes only.

For internal consumption only Performance period: 1st Feb 22 – 31st Mar 24
 Why should one invest in Equity All Stars?

Key Information
40.0%
30.2%
30.0%

20.0% 17.8%
10.4% 12.4% 10.4%
10.0% 4.3% 6.0% 4.3% 6.1%

0.0%

-10.0%
3 Month 6 Month YTD

Equity All Stars Nifty 500 Outperformance

Annualised Volatility(SI) Max Drawdown Sharpe Ratio

Equity All Stars 21.1% -19.5% 4.4

Benchmark 14.0% -18.4% 1.2

Past performance is not an indication of future results. For illustrative purposes only.
Performance period: 1st Feb 22 – 31st March 24
For internal consumption only
 2023 Rebalances at a glance…
Rebalance Performance Analysis%

Latest 10 Rebalances
10.0%

8.0% 7.5%

6.0% 6.3%
6.0% 5.6%
4.6%
3.7%
4.0%
2.8%
2.3% 2.4%
1.8% 2.0%
2.0% 1.2% 0.9% 1.4% 1.3%
0.9%
0.1%
0.0%

-2.0% -1.4%
-2.5%
-4.0% -3.5%

-6.0%
1 2 3 4 5 6 7 8 9 10

Performance Period – As on 31st Mar 2024

Past performance is not an indication of future results. For illustrative purposes only.
For internal consumption only
 Finding Equity All Stars

Easy to Find Easy to Invest Easy to Analyse

Performance 3 Month 6 Month YTD CY 2022 Total Returns
- Just go to https://simplehai.axisdirect.in/ - Go to all smallcases page - Click on Equity All Stars
- Click on “Equity smallcases” - Equity All Stars is right there - Wide range of tools available

For internal consumption only

 How to get the best out of Equity All Stars

1 2 3 4 5
Choose the right Always take a Evaluate risk Rebalance Remember that
amount to invest long-term view and reward regularly value WILL go up
carefully and down

Fees can have a big Equity All Stars is It has higher volatility Rebalancing is a way Do not worry about
impact on small long term investment with higher returns. for you to actively timing the market or
amounts – that is in equities. Sharpe ratio is 4.9 manage your basket any rebalances - this
why we recommend … please be regular is a long-term basket
min of Rs 2 lakhs

For internal consumption only

Thank You
Disclaimer
InvestorAi portfolios are made available to you by Bridgeweave NG LLP (“Bridgeweave”). Bridgeweave is a SEBI registered Research Analyst under the SEBI (Research Analyst) Regulations, 2014.
Bridgeweave’s registered address is IndiQube-Octagon, Fourth Floor, Site No. 643, 80 Feet Road, 4th Block, Koramangala, Bangalore, Karnataka 560034, India.

Bridgeweave is not engaged in the business of investment advice, merchant banking, investment banking or any brokerage service.

Research material prepared by Bridgeweave does not:

 consider the financial situation, risk appetite, objectives or needs of individual investors
 constitute a recommendation or solicitation of an investment or investment strategy

Investors are solely responsible for their investment decisions and must validate all the information used to make their investment decisions. Before making any investment decision, an investor should
consider whether it is appropriate for their situation and seek professional advice.

The content and data available in the material prepared by Bridgeweave and on its website, including but not limited to index value, return numbers and rationale are for information and illustration
purposes only. Charts and performance numbers might include back tested/simulated results calculated via a standard methodology and do not include the impact of transaction fee and other related
costs. Data used for calculation of historical returns and other information is provided by third party data vendors and has neither been audited nor validated by Bridgeweave.

Back-testing is the application of a quantitative model to historical market data to generate hypothetical performance during a prior period. Use of back-tested data has inherent limitations including:
 the results do not reflect the results of actual trading or the effect of material economic and market conditions on the decision-making process, but were achieved by means of retrospective
application, which may have been designed with the benefit of hindsight
 calculation of such back-tested performance data is based on assumptions integral to the model which may or may not be testable and are therefore subject to losses
 actual performance may differ significantly from back-tested performance
 back-tested results are not adjusted to reflect the reinvestment of dividends and other income and, except where otherwise indicated, do not include the effect of back-tested transaction costs
 back-tested returns do not represent actual returns and should not be interpreted as an indication of such
Past performance does not guarantee future returns. Performance of the portfolios created by Bridgeweave are subject to market risk. Investments in the securities market are subject to market risks and
investors should read all the related documents carefully before investing.

Bridgeweave has never been suspended or debarred from doing business by any Stock Exchange or SEBI or any other authorities, nor has its certificate of registration been cancelled by SEBI at any
point of time.