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@capitalmind.in or on twitter @capitalmind_in

Capitalmind believes that wealth can be generated in the short and long term by a dispassionate analysis of risk and opportunities. Capitalmind Premium provides us with 10+ years of ongoing research to help us understand new opportunities in stocks and bonds using a mix of fundamental, technical and macro-economic analysis.