About the smallcase

Mi Evergreen is a dynamic strategy which aims to outperform the underlying benchmark CNX200. This index comprises 200 large and mid-cap names which are the top-quality stocks in the markets. This product is suitable for use in all stages of the market cycles as it is designed to invest in the strongest stocks in the pack at any point. Additionally, there is a permanent hedge of Gold available here.


  • This portfolio consists of 20 stocks selected from the CNX200 universe
  • All stocks start at near 3.75% weightage of the entire portfolio
  • Gold ETF makes up for 25% of the portfolio
  • The stocks are selected based on the momentum ranking and every month a rebalance ensures that the strongest of the pack remains in the portfolio. This is akin to the concept of survival of the fittest.
  • Winners are allowed to run while losers are removed at the next balance if they meet the exit criterion.
  • The historical performance of this portfolio has beaten the benchmark by a wide margin
  • This is a monthly rebalanced portfolio. This helps in keeping the churn and the transaction costs low.
  • There is zero discretion of the manager in running this portfolio. The strategies have been rigorously back tested on years of data to prove their efficacy.
  • This is one of the more popular products at Weekendinvesting.
  • The optimal size for investing in this portfolio is INR 5 to 30 lacs

A complete video on Mi EverGreen can be seen here


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Understand smallcase costs and returns