We offer long-term equity portfolio strategies designed for Do-It-Yourself investors with a realistic chance of beating the index. Our Momentum Smallcase has been LIVE for more than 5+ years and boasts a robust performance track record. Write to us at smallcase@premium.capitalmind.in. We read and reply to all emails. 

Nifty Midsmallcap 400

Capitalmind Momentum

Capitalmind Momentum Model

Vashishtha

Momentum across market-cap | Rebalanced weekly |

Note: Service ends on 30 Sept 2025.

All NSE-listed stocks meeting minimum criteria in daily traded volume and company market capitalization. This translates to nearly 90% of the total market cap trading in India.

Our Quantitative model scores stocks based on a set of price and volume parameters. Stocks in the 90th percentile and above are candidates for inclusion in the portfolio. We use the sharp ratio to rank stocks based on their risk-adjusted returns, ensuring that the portfolio prioritizes stocks delivering consistent performance relative to their volatility. Only stocks with strong Sharpe ratios, combined with other momentum factors, make it to the final portfolio, ensuring a balance between high returns and manageable risk.

Stocks are weighted according to their rank and volatility compared to other candidates.

This smallcase has a weekly rebalance schedule. Once every week, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next week

Our momentum strategy is built on a robust quantitative research framework that identifies potential stocks based on their momentum characteristics. The research process begins with a comprehensive analysis of historical price data and trading volumes to assess each stock's performance trajectory.

Capitalmind Momentum Model

Capitalmind Momentum Model

Overview

Stocks & Weights