Why should you invest in this smallcase?

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, monthly rebalancing
  • Love the all time highs, don’t bother with lows, focus on graphs trending up and to the right
  • Trade once a month unless a stock shows major price deterioration (in which case you exit, but wait till the next month to add new positions)
  • Target the first Monday of the month for the rebalance
  • 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


Download key points about this smallcase

Created by Capitalmind

Past Performance vs 

Value of ₹ 100 invested once on
inception of this smallcase

Nov 18, 2016

would be
Capitalmind Momentum
₹ 251.18
Equity Smallcap
₹ 99.94


Past performance doesn't guarantee future returns & is inclusive of all rebalances. Download chart