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A Mid & Small Cap Strategy you can Explore!

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Introduction:

Mi20 is a dynamic strategy which aims to outperform the underlying benchmark MidSmallcap400 index. These are the 101st -500th stocks in the market place. This product is suitable for use in all stages of the market cycles as it is designed to remain invested in the strongest 20 stocks in the pack regardless of market conditions.

Mi20 smallcase, like any other Weekend Investing strategy is designed to outperform the benchmark on the upside and also on the down side.

Why are we bullish on Mid and Smallcap space?

The MidSmallcap400 index that has been range bound since Oct’21 and now again on the verge of a new breakout to an all time high. The more an index consolidates and higher is the probability that the breakout will be large. This index is now completely in the bull territory and there is high likelihood of further strong up move.

Lower cap segments like mid caps and smallcaps are historically known for their ability to outperform the large caps.
In fact, MidSmallcap400 index has outperformed all other benchmarks having clocked a superb CAGR of 15.13% since its inception.

Conclusion:

This makes it all the more important for you to have exposure to a strategy based on this index to generate additional alpha for your portfolio.

Check out the Mi20 smallcase here

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Alok Jain

Alok is the founder of weekendinvesting.com He is a veteran with over 25 years of experience in the India markets first as a member of the National Stock Exchange and in the last half a decade as a SEBI registered manager specializing in momentum based non discretionary portfolio strategies for retail investors. He is usually found on twitter at @weekendinvestng | The content in this article is purely the author’s personal opinion and is for informational and educational purposes only. It should not be construed as professional financial advice and nor to be construed as an offer to buy /sell or the solicitation of an offer to buy / sell any security or financial products. The views and opinions stated in the content belong to the author. WEEKENDINVESTING ANALYTICS PRIVATE LIMITED does not uphold nor promote any of the views / opinions. | WEEKENDINVESTING ANALYTICS PRIVATE LIMITED is a SEBI registered research analyst (Regn. No. INH100008717)

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