About the smallcase

Mi30 is an absolute momentum strategy which aims to outperform the CNX500 index. CNX500 comprises of Large mid and smallcap stocks. This product is suitable for use in all stages of the market cycles as it is designed to either remain invested in the strongest 33 stocks or go to cash in weak markets

  • This portfolio consists of up-to 33 stocks selected from the small-cap universe
  • All stocks start at 3% weightage of the entire portfolio
  • The stocks are selected based on their absolute momentum after filtering for any red flags in the company. All stocks need to be > 1000cr in market cap and average liquidity of the stock is also verified before selection.
  • 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. If there are no current opportunities the portfolio sits in cash (Liquid bees) 
  • 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.
  • The optimal size for investing in this portfolio is INR 10 to 50 lacs

A complete video on the Mi30 can be seen here

Live Performance vs 

Current value of ₹ 100 invested once
at launch

Feb 20, 2021

would be
₹ 187.60
Equity Mid & Small Cap
₹ 211.03

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