HNI Capital Compounder
HNI Capital Compounder is a meticulously crafted core strategy that can be your ideal companion for your long term - steady compounding journey. Designed exclusively for HNIs looking to invest between 25 lac and 1 cr, it aims to unlock the hidden alpha within the large and mid cap universe.
Investment Performance
Drawdown
| Period Considered | From To | |
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HNI Capital Compounder
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Benchmark
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| Absolute Returns |
NA
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NA
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| Last 3Y |
NA
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NA
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| Last 5Y |
NA
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NA
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| CAGR |
NA
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NA
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| Max Drawdown |
NA
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NA
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Why should you invest in this strategy ?
HNI Capital Compounder is a meticulously crafted core strategy that can be your ideal companion for your long term – steady compounding journey. Designed exclusively for HNIs looking to invest between 25 lac and 1 cr, it aims to unlock the hidden alpha within the large and mid cap universe.
Guided by two unwavering principles at its core – CAPITAL PRESERVATION & WEALTH CREATION, HNI Capital Compounder leverages a nimble rotational momentum style of investing.
This non discretionary strategy always remains invested in the strongest 20 strongest stocks from the CNX 200 index, a SAFE & POTENT BLEND of established large-cap leaders and emerging mid-cap champions. This potent mix ensures you capitalise on the momentum of both market maturity and future potential.
This portfolio undergoes a weekly rebalance schedule, ensuring underperformers are swiftly replaced with promising new winners. This meticulous approach allows you to stay ahead of the curve and navigate market fluctuations with ABSOLUTE PEACE AT ALL TIMES.
HNI Capital Compounder is built for the long term, aiming to consistently outperform its benchmarks in both bull and bear markets.
The strategy believes in harnessing the collective strength of the CNX 200 universe, unlocking its true potential for your steady wealth creation.
Key Highlights
– 20 carefully selected stocks with 5% exposure each
– Weekly Rebalanced : Dynamic adjustments for optimal performance.
– Type of Momentum : Rotational
– Has completed a 2 year REAL RUN prior to launch
– Winners ride, losers replaced: Maximize potential, minimize risk
– Optimal Investment Size : INR 25 lac to 1 Cr
– Access to exclusive HNI segment offerings
Highlights
RETURN
Higher Returns
The CAGR since going LIVE has consistently beaten the benchmark.
DRAWDOWN
Drawdown
Smallcap matching performance at a drawdown that is comparable to large caps
RISK
Medium Risk
Investment is subject to equity market risks. Please follow good asset allocation practices.
CHURN
Moderate Churn
Inherent rules and rebalancing makes this is a moderate churn strategy
Highlights
RETURN
Higher Returns
The CAGR since going LIVE has consistently beaten the benchmark.
DRAWDOWN
Drawdown
Smallcap matching performance at a drawdown that is comparable to large caps
RISK
Medium Risk
Investment is subject to equity market risks. Please follow good asset allocation practices.
CHURN
Moderate Churn
Inherent rules and rebalancing makes this is a moderate churn strategy
Performance during tough markets
The portfolio’s asset allocation strategy reduces exposure to equities & increase exposure in debt when the markets become weak.
| Event | Strategy | Mid Small 400 | Outcome |
|---|---|---|---|
|
Covid19 Pandemic
Feb 2020 - Mar 2020
|
-22% | -50% | 28% Lesser Fall |
Performance during tough markets
The portfolio’s asset allocation strategy reduces exposure to equities & increase exposure in debt when the markets become weak.
Subscription Fee
Specially designed to handle larger portfolios. 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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