MMG Momentum smallcase

The MyMoneyGuru Momentum smallcase begins with a carefully curated universe of the top 500 publicly traded companies in India. These companies are selected for their strong market capitalization, high liquidity, and proven track records. This broad and diverse basket spans multiple sectors, offering exposure to well-established, scalable businesses. Within this universe, a rigorous rules-based filtering process is applied to identify 10 to 15 high-conviction momentum stocks that exhibit strong earnings growth, price strength, and alignment with prevailing market trends. This approach ensures the portfolio captures only the most promising, trend-driven opportunities from a high-quality stock pool.

How We Select Momentum Stocks at MyMoneyGuruOur momentum stock selection is powered by a proprietary, fully rules-based research system designed to remove emotion and guesswork from investing. The process begins with advanced quantitative analysis applied to a carefully chosen universe of the top 500 listed companies, ensuring high-quality and liquid stocks.We combine both fundamental and technical data, focusing on key indicators such as:<ul><li>Earnings momentum</li><li>Price trends</li><li>Sector-specific performance</li><li>Volatility patterns</li><li>Growth trajectories</li></ul>Our proprietary system uses a blend of absolute and relative momentum to score and rank stocks. It then generates specific buy and sell signals, ensuring a structured and disciplined selection of 10 to 15 high-conviction momentum stocks.The strategy also incorporates momentum forecasting models to detect changes in market trends and cycles. This dynamic framework is regularly updated with the latest data, helping the portfolio stay aligned with prevailing market conditions and emerging opportunities.By following this systematic approach, we consistently aim to capture the strongest trend-driven performers in the market—building a momentum portfolio rooted in clarity, discipline, and data.

The constituent screening process is a rigorous, data-driven method that filters the top 500 listed companies to identify 10 high-potential momentum stocks. This refined universe ensures that only liquid, fundamentally strong, and scalable businesses are considered.Each stock undergoes a multi-layered evaluation, based on:<ul><li>Momentum indicators</li><li>Earnings growth</li><li>Price trends and strength</li><li>Risk-adjusted return potential</li><li>Volatility resilience</li></ul>The strategy focuses on identifying companies demonstrating sustained upward momentum, solid fundamentals, and strong relative performance within their sectors. Proprietary quantitative models are used to rank and score each stock, helping to distinguish likely winners from underperformers.The portfolio is re-evaluated weekly to ensure it remains aligned with current market trends and to take advantage of emerging opportunities. This disciplined, rule-based screening process enables the portfolio to consistently focus on the most promising trend-driven stocks, aiming to generate alpha while effectively managing risk.

Stock Weighting Approach – MMG Momentum SmallcaseThe MMG Momentum strategy uses a dynamic and flexible weighting method to optimize returns while managing risk. As a flexi-cap portfolio, it invests across large, mid, and small-cap stocks, selecting 10 to 15 high-momentum stocks from the top 500 companies.Each stock's weight in the portfolio is determined based on:<ul><li>Strength of momentum</li><li>Earnings growth potential</li><li>Volatility and risk metrics</li></ul>This means that stocks showing stronger trends and better fundamentals receive a higher allocation, while those with weaker signals get a lower weight or are removed.The portfolio is rebalanced week/Need Basis, adjusting stock weights in response to the latest market data. This ensures that capital stays focused on the best-performing opportunities, while reducing exposure to underperformers.This dynamic, rules-based weighting not only enhances the potential for higher returns but also maintains a robust risk management framework, helping the strategy stay responsive, efficient, and aligned with prevailing market trends.

This smallcase will be rebalanced on an as-needed basis

MMG Momentum smallcase Theme

Capitalize on trends with a high-conviction, alpha-seeking momentum strategy for growth and returns.

MMG Momentum smallcase Theme

Overview

Stocks & Weights

At a Glance

Holdings Distribution