About the smallcase

The Capitalmind Focused portfolio is designed to generate wealth over the long term by investing in market leaders across sectors.

Portfolio specifics:

  • Invest in up to 18 stocks across sectors and market cap
  • Focus on growth triggers in the next 3-5 years
  • Strong risk management in place with pre-defined entry/exit strategies
  • Competent Management with good corporate governance
  • Reluctant towards cyclical businesses
  • Using technical and Fundamental parameters
  • Rebalanced on 1st Monday of each month
  • Suitable for long term investors with a 5-year horizon

A detailed note on the portfolio construction is here.

Before you subscribe, do read: Five things to consider before investing in a smallcase

Past Performance vs 

Current value of ₹ 100 invested once
at launch

Mar 2, 2022

would be
Capitalmind Focused
₹ 109.39
Equity Multi Cap
₹ 111.36

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.