Why should you invest in this smallcase?

  • An up-to 10 stock concentrated portfolio with equal weights for each component
  • Stocks from NSE listed universe (with additional filters of very high turnover stocks only)
  • Stock selection based on Momentum ranking and nearness to their All Time Highs.
  • Momentum ranking is basically a ranking of relative out-performance of each stock with respect to its peer group over the last many periods. 
  • Every week the portfolio is reviewed and stocks which do not hold up the momentum ranks are shelved while new ones enter.
  • At times when new momentum picks are not available the portfolio will sit in cash (in interest bearing instruments like LIQUID BEES).

Know how this smallcase was created

Factsheet 

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Created by Weekend Investing

Past Performance vs 

3m6m1y2y3ymaxSIP
Current value of ₹ 100 invested once 
on inception

Mar 31, 2016

of this smallcase would be
Mi_ST_ATH
₹ 363.37
Equity Multi Cap
₹ 137.19
AprJulOct2017AprJulOct2018AprJulOct2019AprJulOct2020AprJul100150200250300350

Launch

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