Capitalmind

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Capitalmind Research LLP

We offer long-term equity portfolio strategies designed for Do-It-Yourself investors with a realistic chance of beating the index.

Momentum Smallcase has been LIVE for more than 5+ years and boasts a robust performance track record.

Focused Smallcase invests in fundamentally sound companies with a potential of sustained growth runway.

Write to us at smallcase@premium.capitalmind.in. We read and reply to all emails.

We offer long-term equity portfolio strategies designed for Do-It-Yourself investors with a realistic chance of beating the index.

Momentum Smallcase has been LIVE for more than 5+ years and boasts a robust performance track record.

Focused Smallcase invests in fundamentally sound companies with a potential of sustained growth runway.

Write to us at smallcase@premium.capitalmind.in. We read and reply to all emails.

Latest from Capitalmind's desk

Years of experience

20+ years

SEBI Registered

INH000014003

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All your questions answered

Frequently asked questions

What are the products offered?

Capitalmind Momentum:, A quantitative factor-based portfolio, also the longest-running Momentum portfolio on the smallcase platform with a live track record of over four years., Holds up to 25 stocks, identified on the basis of a set of quantitative rules involving price, liquidity combined with fundamental sanity checks. Reviewed weekly - this is different from the rebalance cycle as most stocks are held for at least a month before they are candidates for exit., Capitalmind Momentum - Frequently asked questions, Capitalmind Focused:, Our fundamentally picked portfolio of stocks expected to grow earnings significantly over a three-to-five year time frame., Holds up to 20 stocks of companies with strong management and potential growth triggers. Strong risk-management framework in allocation to individual stocks. Reviewed monthly for any allocation changes or entries/exits - typical annual portfolio turnover of 4-6 stocks out of 20., Capitalmind Focused - Frequently asked questions, Capitalmind Low Vol:, A quantitative factor-based portfolio holds a diverse set of stocks demonstrating relatively lower volatility than the market, rebalanced quarterly., Holds between 15 and 20 stocks, picked primarily based on their price volatility and a few other rules. Rebalanced quarterly., Capitalmind Low Vol - Frequently asked questions, For any queries, reach out to us at smallcase@premium.capitalmind.in. We read and reply to all emails.

What is their investment philosophy?

Capitalmind believes that wealth can be generated in the short and long term by a dispassionate analysis of risk and opportunities., Our expertise with Capitalmind Premium provides us with 10+ years of ongoing research to help us understand new opportunities in stocks and bonds using a mix of fundamental, technical and macro-economic analysis.

What is a smallcase ?

A smallcase is a basket of stocks/ETFs* in a specified weighting scheme that reflects a certain objective (ideas, themes, strategies), backed by the research of the smallcase manager. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

Who can subscribe to these smallcases?

The smallcase manager decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to the smallcase manager's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

How do I track my smallcases?

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

How can I cancel my eMandate?

One of the payment method available to subscribe to a fee based smallcase is eNACH where an e-Mandate is created., If you want to cancel your e-Mandate(s) linked with any of your fee based smallcase subscription, please drop an email to publisher.help@smallcase.com with the following details:, Email used for subscription, Subscribed smallcase Name, We will share the mandate(s) details in response to your request including the below:, Mandate maximum limit, Mandate Validity, UMRN no. (Unique Mandate Registration Number), To proceed with the cancellation of the mandate, we would require your confirmation by email after verifying the mandate and payment details. , After receiving your confirmation, we will process the mandate cancellation and update you with the status within 72 hours.