Investing.com AI‑Powered Small‑Cap Strategy Performance Overview

Investing.com’s AI‑driven portfolio Bharat Small Cap Gems has delivered a 22.91% total return in 2026, outpacing its NIFTY Smallcap 100 benchmark (9.9%) by 13.00 percentage points. Launched in December 2024, the strategy has generated 21.22% while the benchmark posted a decline, creating an 18.62‑percentage‑point relative gain.

The model rebuilds a 20‑stock, equal‑weighted basket each month, selecting high‑potential small‑cap firms based on valuation, momentum and growth metrics. At the October 14 2026 rebalance, 11 stocks were in gain territory and 9 were in the red. The largest detractor was Rajesh Exports, down 26.1% since its September 1 entry, followed by BCL Industries (‑16.6%) and Gujarat Industries (‑13.9%).

Top Five Current Winners

1. Stove Kraft – entered June 1 at ₹618.31, now trading around ₹816.55, a 32.1% rise.

2. Updater Services – entered June 1 at ₹174.45, now near ₹210, up 20.4%.

3. Andhra Sugars – entered July 1 at ₹78.27, now about ₹93.40, up 19.3%.

4. Bhansali Engineering Polymers (BEPL) – entered August 1 at ₹115.90, now near ₹128.75, up 11.1%.

5. Confidence Petroleum India – entered July 1 at ₹77.04, now around ₹84.10, up 9.2%.

Three of these winners—Andhra Sugars, BEPL, and Confidence Petroleum India—are new additions to the leaderboard since the previous check‑in, illustrating the impact of the monthly rebalance.

Performance of Other AI Strategies

  • Bharat Market Outperformers (large‑cap) leads the Nifty 50 by 20.51 percentage points.
  • Bharat Mid‑Cap Movers outperforms the Nifty Midcap 100 by 13.94 percentage points.
  • Bharat Bargains beats its value‑index benchmark by 14.83 percentage points.

All four strategies share the same AI engine, which evaluates thousands of global equities using over 15 years of financial data and more than 150 quantitative models to identify up to 20 high‑conviction stocks per strategy each month.

Subscription Details

Full access to the live 20‑stock list and the underlying AI models is offered for ₹233 per month through InvestingPro’s ProPicks AI platform (available to both app and web users). Prices are accurate at the time of publication and may vary by region.

Methodology Highlights

  • Monthly rebalancing ensures only stocks meeting the AI’s criteria remain in the portfolio.
  • Equal weighting provides a transparent benchmark for performance evaluation.
  • Investors may adjust allocations, but the strategy’s baseline remains equally weighted.

Disclaimers

  • Past performance does not guarantee future results.
  • All price figures are accurate as of October 14 2026 and may differ by region.
  • Subscription offers are subject to change.