Why should you invest in this smallcase?

This portfolio aims to capture the Momentum factor. Capitalmind has refined the Momentum portfolio over 4 years (read our backtest into momentum as a factor 'Does Momentum Investing work in India').


  • Between 15 and 25 stocks, long-only, monthly rebalancing
  • Love the all time highs, don’t bother with lows, focus on graphs trending up and to the right
  • Trade once a month unless a stock shows major price deterioration (in which case you exit, but wait till the next month to add new positions)
  • Target the first Monday of the month for the rebalance
  • If there aren’t enough opportunities - stay in cash
  • Look for liquidity – prefer stocks that trade 3 cr. plus per day

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by Capitalmind

Past Performance vs 

Equity Large Cap

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Current value of ₹ 100 invested once 
on inception

Nov 18, 2016

of this smallcase would be
Capitalmind Momentum
₹ 166.08
Equity Large Cap
₹ 99.48
2017AprJulOct2018AprJulOct2019AprJulOct2020Apr100120140160180

Launch

Past performance doesn't guarantee future returns & is inclusive of all rebalances. Download chart