Mi NNF 10
This 10 stock - monthly rebalanced portfolio is a popular strategy that invests in top 10 trending stocks from the Nifty Next 50 index ( also called Nifty Junior). It is a great substitute for Index investing.
Investment Performance
Drawdown
| Period Considered | From To | |
|
Mi NNF 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 strategy ?
Mi NNF10 is a dynamic strategy which aims to outperform the underlying benchmark Nifty Next 50. These are the 50 large caps which have potential to enter Nifty at some point. 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 top 10 trending stocks selected from the Nifty Next 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
Highlights
RETURNS
Higher Returns
The CAGR since 2016 for this strategy is above 20% and easily beats benchmarks.
DRAWDOWN
Lesser Drawdown
During the worst fall (Covid), this strategy had a max drop of 21.5% vs the benchmark Nifty Next 50 index dropped 36.5%
RISK
High Risk Instrument
Investment is subject to equity market risks. Please follow good asset allocation practices.
CHURN
Low Churn
Inherent rules and monthly rebalance makes this a low churn strategy
Highlights
RETURNS
Higher Returns
The CAGR since 2016 for this strategy is above 20% and easily beats benchmarks.
DRAWDOWN
Lesser Drawdown
During the worst fall (Covid), this strategy had a max drop of 21.5% vs the benchmark Nifty Next 50 index dropped 36.5%
RISK
High Risk Instrument
Investment is subject to equity market risks. Please follow good asset allocation practices.
CHURN
Low Churn
Inherent rules and monthly rebalance makes this a low churn strategy
Performance during tough markets
How your portfolio performs during tough times is crucial for long term wealth building. Outperforming the benchmarks makes the overall return in the long term go significantly higher.
| Event | Strategy | Nifty Next 50 | Outcome |
|---|---|---|---|
|
Covid19 Pandemic
Feb 2020 - Mar 2020
|
-21.5% | -36.5% | 40.92% Lower fall |
Performance during tough markets
How your portfolio performs during tough times is crucial for long term wealth building. Outperforming the benchmarks 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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