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Mi 20

This 20 stock portfolio is made up of the strongest mid and Smallcap stocks from the Mid-Small Cap 400 Index. It is rebalanced weekly.

Type
Rotational Momentum
Cagr since 2016
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Recommended Portfolio
5 - 30 Lakh
Annual Fees
14,999

Investing with this strategy

Recommended
5 - 30 Lakh
Investment Performance
Please Enter Your Amount.
The Amount You Entered Should Not Be Zero.
The amount exceeds maximum limit for this strategy.
Principal Amount
Returns Gained
Performance
This Strategy compared to
From - To -
Drawdown
This Strategy compared to
Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Since Inception
NA
Returns CAGR
NA
Max drawdown
NA
Period Considered From To
Mi 20
Benchmark
Absolute Returns
NA
NA
Last 3Y
NA
NA
Last 5Y
NA
NA
CAGR
NA
NA
Max Drawdown
NA
NA
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Why should you invest in this strategy?

Mi20 is a dynamic strategy which aims to outperform the underlying benchmark MidSmallcap400 index. These are the 101st -500th stocks in the market place. This product is suitable for use in all stages of the market cycles as it is designed to remain invested in the strongest 20 stocks in the pack regardless of market conditions

Key Points

  • This portfolio consists of 20 stocks selected from the SmallMidcap400 universe
  • All stocks start at 5% weightage of the entire portfolio
  • The stocks are selected based on the momentum ranking and every week 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 weekly rebalanced portfolio. This ensures deep drawdown in stocks is avoided
  • 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

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RETURNS
Higher Returns

The CAGR since 2016 is above 25% which easily beats the benchmarks.

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DRAWDOWN
Lesser Drawdown

During the worst fall, this portfolio fell by 29.8% vs Mid- Small 200 Index fell 40.4%

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RISK
High Risk Instrument

Investment is subject to equity market risks. Please follow good asset allocation practices.

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CHURN
High Churn

Inherent rules and rebalances makes this a high churn strategy.

Highlights

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RETURNS
Higher Returns

The CAGR since 2016 is above 25% which easily beats the benchmarks.

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DRAWDOWN
Lesser Drawdown

During the worst fall, this portfolio fell by 29.8% vs Mid- Small 200 Index fell 40.4%

icon
RISK
High Risk Instrument

Investment is subject to equity market risks. Please follow good asset allocation practices.

icon
CHURN
High Churn

Inherent rules and rebalances makes this a high 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 Mid-Small 200 Outcome
Covid19 Pandemic
Feb 2020 - Mar 2020
-29.8% -40.4% 25.56% 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.

Event
Covid19 Pandemic
Feb 2020 - Mar 2020
Strategy
-29.8%
Mid-Small 200
-40.4%
Event
25.56% Lower fall

Fees

Specially designed for small 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
Please Enter Your Amount.
The Amount You Entered Should Not Be Zero.
The amount exceeds maximum limit for this strategy.
Principal Amount
Returns Gained

Practical insights for wealth creation

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