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

Live Performance vs 

Current value of ₹ 100 invested once
at launch

Mar 2, 2022

would be
Capitalmind Focused
₹ 132.66
Equity Smallcap
₹ 127.49

Note: Live performance includes rebalances. It is a tool to communicate factual return information and should not be seen as advertisement or promotion.

Understand smallcase costs and returns

Understand smallcase costs and returns