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
Read more
Live Performance vs
Current value of ₹ 100 invested once
at launch
would beCapitalmind Momentum
₹ 301.19
Equity Mid & Small Cap
₹ 207.57
Note: Live performance includes rebalances. It is a tool to communicate factual return information and should not be seen as advertisement or promotion.