About the smallcase

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.

Read more about Capitalmind Momentum

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