Mi Allcap Gold Asset Allocation

Mi AllCap Gold

Hybrid Momentum Strategy – Multi-Cap with Gold Allocation

Market leadership rotates across large, mid, and small caps, and relying on a single segment can mean missing emerging strength. A structured multi-cap exposure allows participation in market leadership wherever it appears while maintaining diversification across segments.

Mi AllCap Gold addresses this through a diversified Hybrid Momentum framework.

The strategy spans the CNX 500 universe, allocating fixed exposure across large, mid, and small caps, along with a permanent 25% allocation to Gold ETFs for stability.

Strategy Structure

• Equity Universe

CNX100 (#1–100): 10 stocks – 25%

Midcap150 (#101–250): 10 stocks – 25%

Smallcap250 (#251–500): 10 stocks – 25%

• No. of Stocks: 30

• Gold Allocation: 25% (Gold ETF)

• Weight per Stock: 2.5%

• Weight Reset: 6 months (Mar & Sep)

• Rebalance: Monthly

Stocks across segments are ranked using proprietary momentum filters, ensuring alignment with prevailing strength in each segment.

Hybrid Momentum Framework

In normal markets the strategy remains invested in the strongest stocks within the defined universe. During rare systemic stress, exposure may reduce or move to cash.

Special Rebalance: Stocks showing exceptional deterioration may exit before the next scheduled rebalance.

Investment Profile

Optimal allocation size: ₹5–₹50 lakhs

Suggested horizon: 5+ yearsConnect with our team for more information -

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