Capitalmind

We offer long-term equity portfolio strategies designed for Do-It-Yourself investors with a realistic chance of beating the index. Our Momentum Smallcase has been LIVE for more than 5+ years and boasts a robust performance track record. Write to us at smallcase@premium.capitalmind.in. We read and reply to all emails.

Quantitative

Factor Investing

Capitalmind

Quantitative

Factor Investing

Managed by

Capitalmind Research LLP

20+ years experience

We offer long-term equity portfolio strategies designed for Do-It-Yourself investors with a realistic chance of beating the index.

Momentum Smallcase has been LIVE for more than 5+ years and boasts a robust performance track record.

Focused Smallcase invests in fundamentally sound companies with a potential of sustained growth runway.

Write to us at smallcase@premium.capitalmind.in. We read and reply to all emails.

We offer long-term equity portfolio strategies designed for Do-It-Yourself investors with a realistic chance of beating the index.

Momentum Smallcase has been LIVE for more than 5+ years and boasts a robust performance track record.

Focused Smallcase invests in fundamentally sound companies with a potential of sustained growth runway.

Write to us at smallcase@premium.capitalmind.in. We read and reply to all emails.

Popular smallcases by Capitalmind

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Capitalmind Momentum

Starts from ₹4480 for 3m

Momentum across marketcap | Rebalanced weekly | LIVE since 5+ years on smallcase

Starts from ₹4480 for 3m

Capitalmind Focused

Starts from ₹4480 for 3m

Long-term portfolio with a focus on market leaders and growth.

Starts from ₹4480 for 3m

Capitalmind Low Vol

Starts from ₹4480 for 3m

A factor-based portfolio of stocks showing relatively lower price volatility than the market.

Starts from ₹4480 for 3m

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Benefits of investing in this smallcase

Seamlessly place orders in 1 click
Get every quarter rebalance updates
Easily start SIPs for disciplined investing

Frequently asked questions

Capitalmind Momentum:

A quantitative factor-based portfolio, also the longest-running Momentum portfolio on the smallcase platform with a live track record of over four years.

Holds up to 25 stocks, identified on the basis of a set of quantitative rules involving price, liquidity combined with fundamental sanity checks. Reviewed weekly - this is different from the rebalance cycle as most stocks are held for at least a month before they are candidates for exit.

Capitalmind Momentum - Frequently asked questions

Capitalmind Focused:

Our fundamentally picked portfolio of stocks expected to grow earnings significantly over a three-to-five year time frame.

Holds up to 20 stocks of companies with strong management and potential growth triggers. Strong risk-management framework in allocation to individual stocks. Reviewed monthly for any allocation changes or entries/exits - typical annual portfolio turnover of 4-6 stocks out of 20.

Capitalmind Focused - Frequently asked questions

Capitalmind Low Vol:

A quantitative factor-based portfolio holds a diverse set of stocks demonstrating relatively lower volatility than the market, rebalanced quarterly.

Holds between 15 and 20 stocks, picked primarily based on their price volatility and a few other rules. Rebalanced quarterly.

Capitalmind Low Vol - Frequently asked questions

For any queries, reach out to us at smallcase@premium.capitalmind.in. We read and reply to all emails.

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