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26 ArticlesCapitalmind Focused

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Looking for the best smallcase to invest in 2023? Make sure you look at these five things first.

Maybe you're looking for the best Momentum smallcase to invest in, or just the best smallcases overall in 2023. How should you go about finding and investing ...
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A bet on India’s consumption story: Capitalmind Focused Rebalance

India's consumption story makes some stocks attractive - and we're adding some in the Capitalmind Focused portfolio. We're deploying our cash now, and changing ...
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Adding three new stocks to the Focused portfolio

The time is right to increase our allocation to equities and reduce our cash levels. While the Nifty 50 is down -by 12%, some stocks have fallen by 25% to -50% ...
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Why we are buying: Capitalmind Focused Factsheet June 2022

After the recent market correction, we believe the time has come to move from being cautious to being (a little) greedy. We've exited some fundamentally weak ...
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CM Focused Factsheet: A strong FY22 and the FY23 roadmap

FY22 was a good year for the CM Focused portfolio, up 36.7%, while the Nifty 50 advanced by 19%. In this post, we'll break down the CM Focused Portfolio's ...
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Capitalmind Focused in 2021: A year of transformation

The Capitalmind Focused portfolio is designed to generate wealth over the long term by investing in market leaders across sectors. It looks for companies with ...
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Introducing CM EasyInvest: Now buy Capitalmind Portfolios with a click

We launched Capitalmind Premium in 2014. Our aim, to build India’s best research platform for active investors. For those new to Capitalmind, Premium ...
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Capitalmind Focused Portfolio Changes: Two exits and one reduction

Q1FY22 results are out, and we've made three changes to the CM Focused Portfolio: Exiting 2 stocks & reducing 1 ...
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How to allocate to Capitalmind model portfolios?

Capitalmind Premium subscribers get access to four equity and one fixed-income (debt) model portfolios. How to allocate to Capitalmind Portfolios? This ...
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A Low Volatility Portfolio That Beats Nifty Black and Blue! 😎

This week we add one more factor based portfolio in our offering, unravel more about the sinking ship that is Vodafone-idea, take a deeper look into the ...
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