Name: Calm Investor Momentum
Brand: smallcase
SKU: TCIMO_0001
Price: 83414 INR

Tech Query: What is the outlook for stocks of HCL Tech, Tata Motors?

Thrift Shopping

Robust companies with efficent capital utilization, screened using Richard Beddard's Nifty Thrifty

Cash of the Titans

Dividend paying companies with strong balance sheets

Sustainable Earnings

Companies showing healthy & sustainable earnings growth rate

IT Tracker

Companies to efficiently track and invest in the IT sector

Halal Street - Low-Cost Version

Fundamentally sound Sharia compliant companies with good growth prospects

Halal Street

Thrift Shopping - Low-Cost Version

Magic Formula - Low-Cost Version

High-quality companies trading at attractive prices, screened using Greenblatt's Magic Formula

Growth & Income

Efficiently managed dividend paying companies screened using Kevin Matras' criteria

R&D Spenders

Companies investing heavily in R&D to be future-ready beacons of innovation

Growth & Income - Mid-Cap Version

Tech

Quality - Smart Beta

Established companies that have stood the test of time. Timeless classics

Consumption

VRP - Blue Chip

Diversified Blue Chip Stocks for Long Term steady growth.

50 stocks list 

IT Sector

Momentum Portfolio

Retaill stocks

Mi_LT_CNX200

20 stock Momentum portfolio from CNX200 universe. Recommended size 5-15L CAGR>15%

Historical index test 1

Historical index test 2

Test Historical smallcase

Capitalmind Momentum

Up to 25 stocks selected based on sharpe ratios and liquidity. Maximum investable up to 20L. 

test

Listed MNCs

The portfolio is an assortment of MNC stocks from various sectors with proven business models and presence across geographies.

Calm Investor Momentum

Portfolio of up to 20 stocks built on basis of momentum factors. Rebalanced quarterly or more frequently based on price movement.

Historical index test 3

Mi_ST_ATH

5Yr CAGR> 53% : 10 stock Momentum portfolio on All Time High stocks : Recommended size 5-15L

FOCUS10

Invest in a contrarian portfolio of 10 well known but currently "unpopular" companies

Balanced

An actively managed portfolio that invests in large and medium size growth oriented companies.

Aggressive

A portfolio that invests in high-growth companies with sound fundamentals.

test1

Adv ratio test

Ideabag

Ideabag contains a basket of quality stocks based on value investing principle.

QPort - Bluechip - Evergreen

An all season quantitative portfolio with low volatility and high returns - best for long term goals

TestSample

Model Portfolio (Aggressive)

Generate potentially higher returns by investing in diversified set of stocks with higher volatility

Model Portfolio (Conservative)

Generate steady risk adjusted returns by investing in set of stocks with lower volatility

Balanced - Multi Factor Tactical

Stable out-performance in all markets, powered by quantitative research. Rec Amt: 2-20 lac

IIFL Moderate Portfolio

Portfolio for investors with medium risk appetite and medium term investment (3-5yrs) horizon.

Skip w/o Negative List

ITSmallcase

This smallcase is related to all IT Stocks

Bharosa Club Top 150

Top Down + Bottom Up Fundamental Research

Smart Momentum

Stocks that are going to benefit from the momentum

Balanced MFT - (Smaller Investments)

Stable out-performance in all markets, powered by quantitative research.  Rec Amt: 2-20 lac

Samruddhi

Portfolio of growth oriented  companies having a sound management and proven historical track record

Test Smallcase

Flameback Large Cap Momentum Factor 

Top 15 stocks that score high on momentum factor out of a universe of top 100 stocks by market cap.

Flameback Multi-Cap Momentum Factor

Top 50 stocks that score high on momentum factor out of the universe of top 500 stocks.

Customized Normal Rebalance 

I have purchased 50 shares of HCL Technologies at ₹1,205 per share. What is the outlook for this stock?Ishwar ParikHCL Technologies (₹1,107.75): The stock has been in a short-term downtrend since the

Hyderabad: Mahindra University shuts down after 25 students, 5 staff members test positive for COVID-19

Pharma sector

ITES

Indian ITES companies. Rupee falls, these buggers give you good returns.

iTrend - BSELM250

iTrend - BSELM250 is a Momentum Portfolio based on S&P BSE 250 LargeMidCap Index as stock universe

TEST SMALLCASE

Shubham

Stocks for all seasons, selected from the top 50 companies representing Nifty 50

GTurns Momentum 

GTurns Momentum strategy is best suited for active investors who seek to generate very good return 

Skipnegative

Testing the skip rebalance with negative testing 

Rising Real Estate

smallcase with AuM-based pricing and no upfront amount

Design companies

Smart Asset Allocation

Nifty High Dividends

This Kristals is composed of stocks which are known to give high and regular dividends.

..................

Coronavirus (COVID 19) has triggered a lifetime opportunity to invest in the best Index stocks at a bargain. Accumulate! 

SmartNIFTY Index

Invest in the best 20-25 NIFTY Index stocks to ensure outperformance (Rec amt 10-15 lakhs)


Santest

Kairos Compounders

An actively managed equity portfolio designed for patient investors with a time horizon of 10+ years

Quantamental - Q30

Momentum with safety

The portfolio uses our inhouse  AI algorithm to generate high returns at lower risk.

Upside Multicap

Invest in a basket of high quality large, mid and small caps picked by a fundamentals-based AI.

Omni SuperStox – SuperNormal MultiCaps

A SuperNormal portfolio of Capital Multipliers – The best of India Inc.

Omni Royals - SuperNormal LargeCap SIP

SIP portfolio of dominant leaders capitalizing on large growth from ‘India Transformed 2030’

Omni DX - Digital Transformation

Fast growing Multi-Trillion-Dollar theme providing Global diversification

Quality Smallcap - Smart Beta

Quality smallcap stocks with positive momentum trends

Weekend Mi Evergreen

Momentum based asset allocation between Equity & Gold

LargeCap 100 Growth Strategy - Quarterly

The strategy provides excellent stocks from the Top 100 LargeCap stocks, based on growth parameters

Multicap Growth Strategy - Quarterly

The strategy gives a combination of quality Large, Mid & Small Cap stocks primarily based on growth

LargeMidcap George and Hwang Momentum Strategy

This strategy hunts out which sectors are doing well and select the stocks which are doing well.

LargeMidcap 10 Years Sales Growth Strategy

This Growth strategy takes into account those companies which cater directly to the consumers.

LargeMidcap 10 Years Net Profit Growth Strategy - 

This Growth strategy takes into account those companies which cater directly to the consumer.

LargeMidcap Wesley Gray Momentum strategy

In his testing, Grey found that momentum works best over the intermediate-term vs. the short or long

myMoneySage SMART

This model portfolio is best suited to generate superior risk adjusted returns for DIY investors 

The strategy gives a combination of quality Large, Mid & Small Cap stocks primarily based on growth 

LargeMidcap 10 Years Net Profit Growth Strategy

Large Cap Growth Strategy

This Strategy has quality Large Cap stocks based on our proprietary predictive analytics model.

FinEdge360 All Weather 

Fundamentally strong companies with asset allocation for a moderate investor.

Omni Values-Based Strategy I (VBS-I)

A SuperNormal Portfolio offering Values-Based investing strategy

Equity & Debt

A unique 2-in-1 portfolio of equity & debt suitable for low risk wealth creation

TheInvestian_L&M

This small case is created based on top 25 stocks (more than ~20,000 Cr M Cap) with highest momentum

NS Multi Cap

India's oldest IAP investing in a diversified set of shares using the 'Growth-in-Value' philosophy.

Wright💡Innovation 

Invest in Disruptive Innovation : Electric Mobility, Biotech, Ecommerce, Digital Revolution, Fintech

Shariah - Large Cap 

21 Large Cap shariah-compliant stocks from 14 segments approved by contemporary Shariah scholars.

myMoneySage Premier Equity

The strategy is using a blend of value, growth & momentum to generate superior risk asjusted returns

Omni SuperAssets - Global Multi-Asset Portfolio

All-Asset Portfolio for All-Season Investing

Axis Top Picks

“Best Buy Now” high conviction ideas by Axis research team

SenSage i25

25 Large Cap shariah-compliant stocks picked by Shabbir for HNIs and Trusts, Waqfs and NGOs.

Shariah ESG 

23 Large Cap ESG Sector Leaders shariah-compliant stocks

Free Testing

SmartNIFTY Index (AUM Plan)

This portfolio invests in the best 25 NIFTY Index companies which helps you outperform the Index

ActiveQuant Large Cap

A LargeCap portfolio aiming for market outperformance by selecting stocks with very high QPS scores

smartvalues - weighted

A mix of Nifty 50 stocks weighted proportionate to their momentum profile

India Core Equity (Large Cap)

A large cap strategy designed for systematic wealth creation of long term investors.

LS200

My-Index SmartNIFTY Index

This portfolio invests in the best 20-25 NIFTY Index companies which helps you outperform the Index

Sapien Inch

PROFIT-GENERATION for supplementing income over the short-term using Quantamental Investing®.

Sapien Digit

GOAL FINANCING (open-ended/ aspirational) over the short-term using Quantamental Investing®.

LargeMidcap Wesley Gray Momentum Strategy - HY

This strategy is based on the published strategy of Wesley Gray

Multicap Sector Leader Momentum Strategy - HY

This strategy is based on strong sector performance

XC Decagon Alpha (Series - 2021)

A basket of quality stocks for long-term holding

Mi ATH2

10 stock concentrated high risk portfolio chasing all time highs in stocks >500 cr mkt cap.

FRNDS Sapien Digit

FMLY Sapien Inch

FMLY Sapien Digit

INT Sapien Digit

INT Sapien Inch

FRNDS Sapien Inch

QC_N20

Quantitative N20: A concentrated momentum portfolio of 20 stocks from the Nifty-50 Index

Tech Mahindra Ltd-promoted university located at Bahadurpally on the outskirts of Hyderabad has sent the students home and announced that online classes will be conducted from Monday.

Rakesh Jhunjhunwala lost ₹753 crore this week in this Tata stock

Rakesh Jhunjhunwala portfolio: As per Titan Company shareholding pattern for July to September 2021 quarter, Rakesh Jhunjhunwala and his wife Rekha Jhunjhunwala have shareholding in this Tata group company

Calm Investor Momentum

Overview

Stocks & Weights

Why should you invest in this smallcase?

Past Performance vs

Equity Large & Mid Cap