We offer long-term equity portfolio strategies designed for Do-It-Yourself investors with a realistic chance of beating the index. Our Momentum Smallcase has been LIVE for more than 5+ years and boasts a robust performance track record. Write to us at smallcase@premium.capitalmind.in. We read and reply to all emails. 

Nifty_SM100

Capitalmind Momentum

Vashishtha

Momentum across market-cap | Rebalanced weekly |

Note: Service ends on 30 Sept 2025.

All publicly traded companies on the National Stock Exchange of India, covering 90% market capitalization, are included in the universe

Our Quantitative model scores stocks based on a set of price and volume parameters. Stocks in the 90th percentile and above are candidates for inclusion in the portfolio

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

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

The team does in-depth research to decide the criteria to be used for constituent screening

The final screened stocks are then weighted according to the selected asset allocation algorithm

Capitalmind Momentum

Capitalmind Momentum

Overview

Stocks & ETFs