Why should you invest in this 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.

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by The Calm Investor

Past Performance vs 

1m3m6m1y2y3ymaxSIP
Value of ₹ 100 invested once on
inception of this smallcase

Mar 1, 2013

would be
Calm Investor Momentum
₹ 1,038.70
Equity Large & Mid Cap
₹ 228.65
20142015201620172018201920202004006008001,000

Launch

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