About the smallcase

Mi20 is a dynamic strategy which aims to outperform the underlying benchmark MidSmallcap400 index. These are the 101st -500th stocks in the market place. This product is suitable for use in all stages of the market cycles as it is designed to remain invested in the strongest 20 stocks in the pack regardless of market conditions

  • This portfolio consists of 20 stocks selected from the SmallMidcap400 universe
  • All stocks start at 5% weightage of the entire portfolio
  • The stocks are selected based on the momentum ranking and every week 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 weekly rebalanced portfolio. This ensures deep drawdown in stocks is avoided
  • 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 the Mi20 can be seen here

Live Performance vs 

Current value of ₹ 100 invested once
at launch

Jul 15, 2021

would be
₹ 199.10
Equity Midcap
₹ 143.66

Note: Live performance includes rebalances. It is a tool to communicate factual return information and should not be seen as advertisement or promotion.

Understand smallcase costs and returns

Understand smallcase costs and returns