About the smallcase

MI_ST_ATH is an absolute momentum strategy which chases stocks near their All time highs. It is a well-researched phenomenon that stocks that are near to their all-time highs have a high probability to keep performing well.


  • 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) and above market capitalization of 1000cr or more.
  • Stock selection based on Momentum ranking and nearness to their All Time Highs
  • Absolute Momentum performance is the basis for each stock selection
  • Every week the portfolio is reviewed and stocks which do not hold up the exit criterion 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).
  • 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 30 lacs

A complete video on Mi_ST_ATH can be seen here

Live Performance vs 

Current value of ₹ 100 invested once
at launch

Mar 30, 2019

would be
₹ 290.07
Equity Multi Cap
₹ 162.51

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