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.