Why should you invest in this smallcase?

First, essential reading before you subscribe: Five things to consider before subscribing to a smallcase

Second, understand the downsides of momentum investing: Five perils of momentum investing


This portfolio aims to capture the Momentum factor. Capitalmind has refined the Momentum portfolio over 4 years (read our backtest into momentum as a factor 'Does Momentum Investing work in India').


  • 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 that trade 3 cr. plus per day

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by Capitalmind

Past Performance vs 

1m3m6m1y2ylivemaxSIP
Value of ₹ 100 invested once on
inception of this smallcase

Nov 18, 2016

would be
Capitalmind Momentum
₹ 531.23
Equity Large & Mid Cap
₹ 224.52
20172018201920202021100200300400500

Launch

Note: Past performance graph includes changes due to rebalance, events like stock splits & mergers. Also, past performance doesn't guarantee future returns