Name: Momentum Technical Model
Brand: smallcase
SKU: STGMO_0005
Price: 19278 INR

We are providing all segments of research and advisory for stocks 

Nifty Midcap 150

Street Momentum

Momentum Technical Model

Santhosh Kumar 

Investing where stock selection is driven by momentum indicators 

This Smallcase focuses on selecting high-growth, fundamentally strong, and financially stable companies with strong institutional interest and market momentum. The stock selection is based on:✔ Earnings Growth &gt; 25% CAGR – Ensuring strong revenue &amp; profitability expansion.✔ High ROE (&gt;20%) &amp; ROCE (&gt;18%) – Efficient capital allocation &amp; strong returns.✔ Low Debt-to-Equity (&lt;0.5x) – Preference for financially stable companies.✔ Institutional Accumulation – Increasing FII/DII holdings indicating smart money interest.✔ Sectoral Leadership – Companies leading their respective industries.✔ Momentum Confirmation – Trading near 52-week highs with strong volumes.This strategy aims to identify fundamentally sound businesses that exhibit sustained earnings growth, financial stability, and positive market sentiment.

This Smallcase follows a research-driven approach, selecting companies with strong fundamentals and market trends. It focuses on industries with long-term growth potential, sector leadership, and institutional investor activity. Market cycles, macroeconomic factors, and earnings trends are analyzed to align with changing conditions. By tracking institutional buying patterns and momentum sustainability, the strategy ensures companies are financially stable and well-positioned in their industries. This approach helps in identifying companies that maintain consistent performance and align with favorable market conditions.

Earnings Growth &gt; 25% CAGR – Strong profitability &amp; revenue expansion.✔ High ROE (&gt;20%) &amp; ROCE (&gt;18%) – Efficient capital allocation.✔ Low Debt-to-Equity (&lt;0.5x) – Financially stable companies.✔ Institutional Accumulation – Increasing FII/DII interest.✔ Sectoral Leadership – Companies leading their industries.✔ Momentum Confirmation – Trading near 52-week highs with strong volumes.

This smallcase will be rebalanced on an as-needed basis

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

Momentum Technical Model

Momentum Technical Model

Overview

Stocks & Weights