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Top 10 India Momentum Small cap Stocks monthly rebalance

Top 10 India Momentum Small cap Stocks monthly rebalance
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Top 10 India Momentum Small cap Stocks monthly rebalance

Return:

2,476.68%

Annual Return:

26.83%

Volatility:

26.62%

Sharpe Ratio:

0.8

Last Rebalance Date:

5/27/2026

Rebalance Days:

21

Period:

13.7 Years

Description

Momentum is a well known investment strategy. When we apply the same concepts to small cap stocks the result could be dramatic.. We look at the best risk adjusted returns for small cap stocks here.

Returns Snapshot (Last 30 rebalance periods)

11-Jun-26

-4.56%

29-May-26

10.35%

27-Apr-26

19.84%

24-Mar-26

-10.53%

20-Feb-26

-1.83%

20-Jan-26

-2.16%

18-Dec-25

-4.42%

20-Nov-25

2.30%

17-Oct-25

-0.59%

17-Sep-25

1.08%

18-Aug-25

-2.93%

17-Jul-25

7.41%

18-Jun-25

2.85%

20-May-25

-0.66%

21-Apr-25

10.38%

12-Mar-25

-11.11%

10-Feb-25

-7.79%

13-Jan-25

-12.91%

12-Dec-24

4.47%

11-Nov-24

-8.01%

11-Oct-24

0.55%

11-Sep-24

1.35%

12-Aug-24

0.90%

11-Jul-24

8.29%

11-Jun-24

13.05%

10-May-24

0.58%

05-Apr-24

0.95%

04-Mar-24

-8.05%

02-Feb-24

17.31%

02-Jan-24

0.65%

Top 10 India Momentum Small cap Stocks monthly rebalance

Name
Ticker
Exchange
Close Price
Weight
Sharpe Ratio
 
 
 
 
 
 
Bajaj Consumer Care LimitedBAJAJCONNSE560.756.04.5
Bliss Gvs Pharma LimitedBLISSGVSNSE396.856.03.7
Apollo Micro systems LimitedAPOLLONSE417.856.03.4
Anand Rathi Wealth LimitedANANDRATHINSE3,566.706.03.3
Wheels India LimitedWHEELSNSE1,654.506.03.2
Lumax Auto Technologies LimitedLUMAXTECHNSE1,668.106.02.6
Aeroflex Industries LimitedAEROFLEXNSE407.406.02.6
Indian Metals and Ferro Alloys LimitedIMFANSE1,472.406.02.5
Jayaswal Neco Industries LimitedJAYNECOINDNSE104.516.02.4
Prime Focus LimitedPFOCUSNSE239.856.02.4
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