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Model Stock Portfolios

smallcases are intelligent baskets of right stocks that are managed by Capitalmind Research Desk

No. of complaints as per SEBI guidelines

At the beginning of the month


Received during the month


Resolved during the month


Pending at the end of the month


Reasons for pendency


Managed by

Deepak Shenoy

SEBI Registered



20+ years

Investment Strategy


Deepak is the founder CEO of Capitalmind, a Bengaluru based wealth advisory and portfolio management service. Prior to Capitalmind, he has co-founded two start-ups (Agni Software and Moneyoga). He was one of the first people in India to start an algorithmic trading firm back in 2009. With more than 20 years of experience in the financial markets, he is a regular commentator on various media channels like CNBC TV18, ET Now and Bloomberg India TV. Deepak dons many hats. He is a fund manager, an entrepreneur, a techie, a passionate blogger, a financial market expert, and an indulgent father.

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3 simple steps



Choose a suitable portfolio that matches your investment objective.



Subscribe to the portfolio & get access to the constituent stocks & weights.



Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

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Easily track & manage your portfolio
Instant portfolio notifications
1-click portfolio execution
SIP to grow your investment
Seamless performance tracking

All your questions answered

Frequently asked questions

What are the products offered?
Capitalmind offers the Capitalmind Momentum portfolio. It’s a surprisingly well documented and uncontroversial fact that Momentum has outperformed nearly every other portfolio strategy over 100 years of data (a lot of the data is from the US markets)., Capitalmind has been running this in India for nearly 5 years and it seems to hold true for Indian stocks as well. After years of refining, our momentum portfolio works like this - up to 25 stocks, rebalanced weekly, with inputs from price, liquidity and fundamental sanity checks
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. 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 Capitalmind. 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?
Capitalmind 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 Capitalmind’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.
Are there lock-in periods?
There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.
More questions? Check out help section