About the smallcase
The Capitalmind Focused portfolio is designed to generate wealth over the long term by investing in market leaders across sectors.
- 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
Mar 2, 2022
Note: Live performance includes rebalances. It is a tool to communicate factual return information and should not be seen as advertisement or promotion.