About the smallcase
The Calm Investor Portfolio is based on the principles explained in "Quantitative Momentum" by Jack Vogel and Wes Gray. The underlying construct:
- Picks up to 20 stocks from the top 200 stocks by market cap, selected based on trailing return and quality of momentum
- Review portfolio monthly, and rebalance at least quarterly
- If enough opportunities are not identified, stay in cash
Note that backtests show momentum outperforms in general market uptrends and underperforms other strategies in sideways or downward trending markets.
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Past Performance vs
1m6m1y3ymaxSIP
Current value of ₹ 100 invested once
at launch
would beCalm Investor Momentum
₹ 261.00
Equity Large & Mid Cap
₹ 150.87
Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.