Capitalmind Momentum Model

Capitalmind Momentum Model

by Capitalmind

Overview

Stocks & Weights

Momentum across market-cap | Rebalanced weekly | Note: Service ends on 30 Sept 2025.

Investment Rationale

This portfolio aims to capture the Momentum factor. Capitalmind has refined the Momentum portfolio over 5 years of being LIVE on the smallcase platform.


  • Between 15 and 25 stocks, long-only, weekly rebalancing
  • Love the all-time highs, don’t bother with lows,
  • Focus on graphs trending up and to the right
  • Reviewed weekly
  • If there aren’t enough opportunities - stay in cash
  • Look for liquidity – prefer stocks with enough daily volumes


Recommended Portfolio Size: Up to 50 Lacs.


Suitable for investors looking to diversify into quantitative, factor-based strategies for their long-term investments.


Note: The smallcase service ends on 30 Sept 2025.

About the Manager

smallcase is played out

This smallcase is not being tracked and will not have any further rebalance updates

Reason for played out:
The Capitalmind Smallcase service ended on 30th September 2025, and this smallcase will no longer be updated. If you have any questions, feel free to write to us at smallcase@premium.capitalmind.in

Min. Amount

₹ 1,81,843

Minimum Investment Amount

It is the least amount required to invest in all stocks of this smallcase as per the weights

₹ 1,81,843

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smallcasesCapitalmind Momentum Model