Mi India Top 10
This 10 stock portfolio is a Low Churn strategy that invests in Top 10 trending stocks from the robust Nifty 50 Universe. It is a great substitute for Index investing. It is rebalanced monthly.
Investment Performance
Drawdown
| Period Considered | From To | |
|
Mi India Top 10
|
Benchmark
|
|
| Absolute Returns |
NA
|
NA
|
| Last 3Y |
NA
|
NA
|
| Last 5Y |
NA
|
NA
|
| CAGR |
NA
|
NA
|
| Max Drawdown |
NA
|
NA
|
Why should you invest in this smallcase?
Mi India Top 10 is a dynamic strategy which aims to outperform the underlying benchmark Nifty50. This product is suitable for use in all stages of the market cycles as its design is to remain invested in the strongest 10 stocks in the pack regardless of market conditions
Key Points
- This portfolio consists of 10 stocks selected from the Nifty 50 universe
- All stocks start at near 10% weightage of the entire 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.
- The optimal size for investing in this portfolio is INR 5 to 30 lacs
- Weekendinvesting is the first manager on Smallcase platform and specializes in momentum strategies only.
Highlights
RETURNS
Higher Returns
Proven to consistently beat benchmark Nifty50 by a good margin
DRAWDOWN
Lesser drawdown
During the worst fall (Covid), this portfolio fell by 26% vs Nifty fell 38.4%
RISK
High Risk Instrument
Investment is subject to equity market risks. Please follow good asset allocation practices.
CHURN
Very low churn
Robust universe, inherent rules and monthly rebalance makes this a very low churn strategy
Highlights
RETURNS
Higher Returns
Proven to consistently beat benchmark Nifty50 by a good margin
DRAWDOWN
Lesser drawdown
During the worst fall (Covid), this portfolio fell by 26% vs Nifty fell 38.4%
RISK
High Risk Instrument
Investment is subject to equity market risks. Please follow good asset allocation practices.
CHURN
Very low churn
Robust universe, inherent rules and monthly rebalance makes this a very low churn strategy
Performance during tough markets
How your portfolio performs during tough times is crucial for long term wealth building. Falling lower than benchmarks results in outperformance and makes the overall return in the long term go significantly higher.
| Event | Strategy | Nifty 50 | Outcome |
|---|---|---|---|
|
Covid19 Pandemic
Feb 2020 - Mar 2020
|
-26% | -38.4% | 32.44% Lower fall |
Performance during tough markets
How your portfolio performs during tough times is crucial for long term wealth building. Falling lower than benchmarks results in outperformance and makes the overall return in the long term go significantly higher.
Fees
Subscribing to this strategy provides a detailed view of constituents and timely alerts on rebalancing requirements. If you have any questions, feel free to get in touch with us.
Investment Performance
Practical insights for wealth creation
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