HNI Wealth Builder
HNI Wealth Builder is an absolute momentum based - weekly rebalanced core strategy that extracts alpha from the Mid and Small cap space suitable for larger capital (INR 25 L to 1 Cr.)
Investment Performance
Drawdown
| Period Considered | From To | |
|
HNI Wealth Builder
|
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 ?
HNI Wealth Builder is a core strategy that extracts alpha from the Mid and Small cap space suitable for larger capital (INR 25 L to 1 Cr.)
This non discretionary – absolute momentum strategy, formerly known as Mi 50, automatically handpicks up-to 50 trending stocks. For example, if Tata stocks , Green Energy stocks or Banking stocks are doing relatively well compared to the rest, you will notice that the strategy automatically builds exposure in them.
The biggest USP of the strategy that adds immense value to users has been its ability to dynamically allocate to cash when markets become weak. This enables the strategy to keep downside minimal thus ensuring a high RoMaD.
The strategy’s key focus has always been on keeping your capital & profits safe during weaker market regimes.
This is a widely diversified strategy holding as high as up to 50 stocks with a maximum of 2% to each stock.
Key Highlights
– Up to 50 stock (2% per stock exposure) – weekly rebalanced – absolute momentum strategy
– Winners are allowed to run while losers are removed at the next balance if they meet the exit criterion.
– If there are no current opportunities the portfolio sits in cash (Liquid bees)
– Optimal capital : INR 25 lac to 1 Cr
– Access to exclusive HNI segment offerings
Highlights
RETURN
Higher Returns
The CAGR since 2016 is above 25% comfortably beating the benchmark.
DRAWDOWN
Lesser drawdown
During the Covid fall, this portfolio fell by 22% while the benchmark Mid Small 400 index fell by 50%
RISK
High Risk Instrument
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 2016 is above 25% comfortably beating the benchmark.
DRAWDOWN
Lesser drawdown
During the Covid fall, this portfolio fell by 22% while the benchmark Mid Small 400 index fell by 50%
RISK
High Risk Instrument
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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