Mi EverGreen
Managed by Weekend Investing
Minimum Investment Amount
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 2,38,245
Power of Gold with Equity | Allocate 20 strongest CNX200 stocks with Gold ETF | Monthly Rebalanced
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 2,38,245
2Y CAGR
34.17%
Performance
Current value of ₹ 100 invested once at launch
| smallcase CAGR | Equity Large & Mid Cap CAGR |
|---|---|
Live performance includes rebalances. It is a tool to communicate factual return information and
should not be seen as advertisement or promotion. Learn how performance was calculated
Key Metrics
Fundamental
NA
30.18
NA
4.39
NA
0.90
NA
25.82
NA
4.41
NA
1.13
Technicals
NA
2.10
NA
0.00
NA
73.45
NA
Pro
NA
Pro
NA
Pro
Relative
NA
63.56
NA
9.20
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 21 | monthly |
| Last Rebalance | Next Rebalance |
|---|---|
| Mar 29, 2024 | Apr 30, 2024 |
About the smallcase
Mi Evergreen is a dynamic strategy which aims to outperform the underlying benchmark CNX200. This index comprises 200 large and mid-cap names which are the top-quality stocks in the markets. This product is suitable for use in all stages of the market cycles as it is designed to invest in the strongest stocks in the pack at any point. Additionally, there is a permanent hedge of Gold available here.
- This portfolio consists of 20 stocks selected from the CNX200 universe
- All stocks start at near 3.75% weightage of the entire portfolio
- Gold ETF makes up for 25% of the portfolio
- The stocks are selected based on the momentum ranking and every month a rebalance ensures that the strongest of the pack remains in the portfolio. This is akin to the concept of survival of the fittest.
- Winners are allowed to run while losers are removed at the next balance if they meet the exit criterion.
- The historical performance of this portfolio has beaten the benchmark by a wide margin
- This is a monthly rebalanced portfolio. This helps in keeping the churn and the transaction costs low.
- There is zero discretion of the manager in running this portfolio. The strategies have been rigorously back tested on years of data to prove their efficacy.
- This is one of the more popular products at Weekendinvesting.
- The optimal size for investing in this portfolio is INR 5 to 30 lacs
A complete video on Mi EverGreen can be seen here
Launch Date
Dec 26, 2021
Subscription Fees
₹ 2,499/3m
Factsheet
Download key points for this smallcase
About the Manager
Weekend Investing
Manages 15 smallcases
Momentum Investing has been synonymous with WeekendInvesting since 2016. The first smallcase manager with more than 13000 current users who have trusted our systems. Come join us! Build your long term wealth with just 2 min effort per week. You can engage directly with Alok at https://twitter.com/WeekendInvestng
SEBI Registration No: INH100008717
Disclosures
