Name: GoalFi Momentum Trend Mid & Small Cap Model
Brand: GoalFi
SKU: GOALMO_0106
Price: 100000 INR
Availability: InStock

Nifty_SM100

Momentum Trend Masters

A single factor drives selection: Momentum. It is measured through price momentum across 3, 6 and 12-month windows, each ranked relative to the universe so that persistent leadership scores higher than a single sharp move. Scoring is relative to the universe and refreshed at every review, so the portfolio follows current leadership rather than a fixed list.

The portfolio holds 12 stocks, taken from the top of the ranking and subject to three gates: positive operating cash flow in the most recent financial year, interest cover above two times, and no exchange surveillance flag. A high score alone does not qualify a company; a strong signal attached to a deteriorating balance sheet is a trap rather than an opportunity.

Factor-weighted, so the strongest scores carry the largest positions, with a 15% cap per stock. The cap is set against the holding count: in a 12-stock book a larger position would be single-name risk rather than a conviction expression. Reviewed and rebalanced monthly. Momentum signals decay quickly, so a monthly cycle matches the pace at which leadership actually changes.

This smallcase has a monthly rebalance schedule. Once every month, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next month

GoalFi Momentum Trend Mid & Small Cap Model

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A momentum strategy holding 12 to 15 stocks from the MidSmall 400 50:50, rebalanced monthly.

GoalFi Momentum Trend Mid & Small Cap Model

Overview

Stocks & ETFs