About the 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

Download key points of this smallcase

Past Performance vs 

Equity Large Cap

1m6m1y3ymaxSIP
Current value of ₹ 100 invested once
at launch

Jan 27, 2019

would be
Capitalmind Momentum
₹ 249.08
Equity Large Cap
₹ 146.34
AprJulOct2020AprJulOct2021AprJulOct2022Apr100150200250300

Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.