Name: MMG Quants Edge smallcase Theme
Brand: smallcase
SKU: MYMONM_0004
Price: 52382 INR

MY MONEY GURU Capital and Research Pvt. Ltd. (SEBI Reg. INH000022437) empowers investors with research-backed investment strategies. Since 2018, MY MONEY GURU has built trust by bridging the gap between retail investors and expert research. With a focus on capital preservation, risk management, and compounding returns, our expertise lies in identifying quality businesses through disciplined analysis. Our consistent performance helps clients build resilient portfolios across all market conditions.

Nifty 500 Index

MMG Quants Edge smallcase

MMG Quants Edge smallcase Theme

Nitin Singhal

Curated Quant Portfolio | Momentum-Driven | Diversified | Systematic Edge for Consistent Gains

MMG Quants Edge smallcase operates within a broad and well-defined universe of Indian stocks, selected to provide exposure across large, mid, and small cap segments. The strategy draws from a wide pool of liquid and actively traded companies ensuring it captures opportunities across sectors and market cycles.The stock universe is designed to balance breadth and quality—broad enough to identify high-momentum stocks across the market, yet selective enough to avoid low-quality or illiquid names. The selection pool is built using strict filters for trading volume, market capitalization, and data availability, allowing the system to focus only on stocks with sufficient liquidity, price transparency, and investor interest.From this curated universe, the proprietary quant model applies a set of structured, rule-based filters. These include factors such as:•	Absolute and Relative Momentum•	Earnings Strength and Consistency•	Liquidity and Volatility Controls•	Stable and Favorable Price Action PatternsThis rules-based process ensures that stock selection is entirely systematic and free from human bias or discretionary judgment. It allows the model to remain nimble—adapting to changing market conditions, sector rotations, and breakout trends—while maintaining a disciplined approach to risk and quality.MMG Quants Edge offers investors a high-conviction, actively refreshed portfolio designed to tap into the strongest momentum opportunities in Indian equities.

The MMG Quants Edge model portfolio is built on a proprietary, rule-based system combining quantitative analysis with expert stock selection. This dual approach enables a disciplined, data-driven strategy that adapts to changing market conditions.1. Systematic Framework:The model uses a rules-based structure to select stocks, minimizing human bias and ensuring consistency across market cycles.2. Core Selection Factors:Stocks are evaluated on absolute and relative momentum, trend strength, price action consistency, liquidity, and volatility. These filters identify high-potential, stable performers while avoiding illiquid or erratic names.3. Expert Oversight:While data-driven, the model is refined by experienced professionals who monitor and adjust parameters in response to market dynamics.4. Buy &amp; Sell Signals:Decisions are guided by clear, predefined signals derived from momentum and volatility indicators, ensuring a focused, high-conviction portfolio.5. Risk Management:Risk is controlled through diversification, liquidity/volatility screening, and dynamic rebalancing based on market signals.In essence, MMG Quants Edge blends systematic research with expert insight to deliver a responsive, risk-managed portfolio focused on momentum-driven opportunities in Indian equities.

The MMG Quants Edge model portfolio uses a proprietary, rule-based system to screen stocks from a carefully curated universe of Indian equities. The selection focuses on liquid, actively traded companies across large, mid, and small-cap segments to ensure efficient execution and broad opportunity capture.The screening process is fully data-driven and based on structured quantitative filters. Key parameters include:<ul><li>Price Action &amp; Trend Strength</li><li>Absolute Momentum</li><li>Relative Momentum (vs. peers and benchmarks)</li><li>Volatility Control &amp; Liquidity Filters</li></ul>By combining absolute and relative momentum, the system identifies stocks with strong price performance and market leadership. These factors help eliminate low-quality, erratic, or illiquid names and prioritize those showing sustained strength and favorable trends.While the foundation of the process is systematic, the model benefits from expert oversight. This ensures that the stock selection remains grounded in real-world market behavior, adapting to sector rotations and emerging opportunities.This balanced approach helps maintain a disciplined, high-conviction portfolio focused on momentum-driven growth while effectively managing risk.

The MMG Quants Edge portfolio follows a rule-based weighting strategy that aligns with its systematic, momentum-driven investment approach. At the time of inclusion, each stock is assigned an equal initial weight, determined by the total number of positions selected by the model during a rebalancing cycle.Rather than actively trimming or rebalancing individual positions based on short-term price movements, the portfolio is designed to let market dynamics naturally influence weight changes over time. As a result, stocks that perform well and exhibit continued strength gain a larger share of the portfolio through price appreciation, while underperformers gradually hold a smaller proportion.This non-trimming policy allows the portfolio to ride winners and fully capture the upside of strong momentum plays—staying true to the core philosophy of trend-following. Position sizes are only reset during systematic rebalancing events, based on updated model signals and selection criteria.By allowing weights to evolve organically and applying rules-based rebalancing, the portfolio maintains discipline while remaining adaptive to market trends, ensuring high-conviction exposure to outperforming stocks over time.

This smallcase will be rebalanced on an as-needed basis

MMG Quants Edge smallcase Theme

MMG Quants Edge smallcase Theme

Overview

Stocks & Weights