Why should you invest in this smallcase?

  • An up-to 10 stock concentrated portfolio with equal weights for each component
  • Stocks from NSE listed universe (with additional filters of very high turnover stocks only)
  • Stock selection based on Momentum ranking and nearness to their All Time Highs.
  • Momentum ranking is basically a ranking of relative out-performance of each stock with respect to its peer group over the last many periods. 
  • Every week the portfolio is reviewed and stocks which do not hold up the momentum ranks are shelved while new ones enter.
  • At times when new momentum picks are not available the portfolio will sit in cash (in interest bearing instruments like LIQUID BEES).

Know how this smallcase was created


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Created by Weekend Investing

Past Performance vs 

Value of ₹ 100 invested once on
inception of this smallcase

Mar 31, 2016

would be
₹ 456.79
Equity Multi Cap
₹ 138.63


Past performance doesn't guarantee future returns & is inclusive of all rebalances. Download chart