Smallcap momentum portfolio

Update for entry on 18th March 2024

Based on ranking:

1. TATAINVEST
2. BSE
3. HUDCO
4. SUZLON
5. MRPL
6. BSOFT
7. MEDANTA
8. EIHOTEL
9. KALYANKJIL
10. COCHINSHIP
11. INTELLECT
12. MCX
13. NBCC
14. MOTILALOFS
15. SJVN
16. BLUESTARCO
17. IRCON
18. SWANENERGY
19. POWERINDIA
20. INFIBEAM

Based on A → Z for easy tracking:

• BLUESTARCO*
• BSE
• BSOFT
• COCHINSHIP
• EIHOTEL
• HUDCO
• INFIBEAM
• INTELLECT*
• IRCON
• KALYANKJIL
• MCX
• MEDANTA
• MOTILALOFS*
• MRPL
• NBCC
• POWERINDIA*
• SJVN*
• SUZLON
• SWANENERGY
• TATAINVEST

Entry:
INTELLECT and MOTILALOFS make an entry.
BLUESTARCO, POWERINDIA and SJVN cannot enter as there is no vacancy.

Exit:
ITI and NAM-INDIA make an exit.
KAYNES, SOBHA and WELCORP stay within the top 25 and hence remain.

Note: I expect significant changes in the pf at the end of the month when the index is rejigged.