Name: Capitalmind Momentum
Brand: smallcase
SKU: CMMO_0001
Price: 100621 INR

Capitalmind provides equity, fixed income, macro and personal finance research for DIY investors. Capitalmind also offers Portfolio Management Services (PMS) offering a range of equity and fixed-income strategies for long-term wealth creation.

Long Term Additional Surveillance Measure (LTASM) - Stage I

Nifty 500 Index

Capitalmind Momentum

Vashishtha

Up to 25 stocks selected based on sharpe ratios and liquidity. Up to 20L portfolio size recommended.

All publicly traded companies on the National Stock Exchange of India, covering 90% market capitalization, are included in the universe

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

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

This smallcase has a weekly rebalance schedule. Once every week, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

The team does in-depth research to decide the criteria to be used for constituent screening

The final screened stocks are then weighted according to the selected asset allocation algorithm

Capitalmind Momentum

Capitalmind Momentum

Overview

Stocks & Weights