Microcap momentum portfolio

469

But can you invest in that index is also a question

470

There is one fund - Motilal Oswal Nifty Microcap 250 Index Fund.

The question really is what tweaks are necessary to generate a decent alpha that also covers for the tax (STCG) downside of employing such a momentum strategy.

471

With that fund into the equation, and without the availability of longer backtest results, this strategy does seem a bit less lucrative.

I had come across another person within the forum who follows similar strategy and had also generated significant alpha that I would have considered worth the effort. But even after such returns he was seriously considering just parking the money in momentum mutual funds.

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472

can you provide the link of the threat here.

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Update for entry on 13th Jan 2025 (lookback dates: 12/01/2024 and 12/07/2024)

50EMA (25,070) > 200EMA (23,342); hence, we can continue without any change.

Based on ranking:

  1. PGEL
  2. ZENTEC
  3. WOCKPHARMA
  4. CARTRADE
  5. CHOICEIN
  6. GRWRHITECH
  7. ORCHPHARMA
  8. NEULANDLAB
  9. SARDAEN
  10. SUPRIYA
  11. OPTIEMUS
  12. GANESHHOUC
  13. DHANI
  14. AMIORG
  15. AVALON
  16. PRUDENT
  17. LTFOODS
  18. GRAVITA
  19. SHILPAMED
  20. TI
  21. TIMETECHNO
  22. WABAG
  23. CIGNITITEC
  24. SUDARSCHEM
  25. KIRLPNU

Based on A → Z for easy tracking:

  • AMIORG
  • AVALON
  • CARTRADE
  • CHOICEIN
  • CIGNITITEC
  • DHANI
  • GANESHHOUC
  • GRAVITA*
  • GRWRHITECH
  • KIRLPNU
  • LTFOODS
  • NEULANDLAB
  • OPTIEMUS
  • ORCHPHARMA
  • PGEL
  • PRUDENT
  • SARDAEN
  • SHILPAMED
  • SUDARSCHEM*
  • SUPRIYA
  • TI
  • TIMETECHNO
  • WABAG
  • WOCKPHARMA
  • ZENTEC

Exits:
NAVA and TIPSMUSIC make an exit.

Entries:
GRAVITA and SUDARSCHEM make an entry.

Note: The above information is provided for educational purposes only. Please consult your Financial advisor before any investment.

474

@visuarchie sir i have a question here - gravita is basically not doing anything for the past 3 months and in fact is coming down slightly - so is my thinking correct that it entered this week’s list just because the others performing even worse?

475

@vamsi00797 You are right. We are with the strongest stocks from the index always.

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476

thank you Viswanath ji.