Mi 25
This portfolio selects upto 25 stocks portfolio that follows momentum trends among smallcaps only (> 1000 cr mktcap). It is rebalanced weekly.
Investment Performance
Drawdown
| Period Considered | From To | |
|
Mi 25
|
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 ?
Mi25 is an absolute momentum strategy which aims to outperform the Smallcap index. This product is suitable for use in all stages of the market cycles as it is designed to either remain invested in the strongest 25 stocks or go to cash in weak markets
Key Points
- This portfolio consists of up-to 25 stocks selected from the small-cap universe
- All stocks start at 4% weightage of the entire portfolio
- The stocks are selected based on their absolute momentum after filtering for any red flags in the company. All stocks need to be > 1000cr in market cap and average liquidity of the stock is also verified before selection.
- 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. If there are no current opportunities the portfolio sits in cash (Liquid bees)
- 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
CAGR since 2016 of this strategy has been more than 30% which beats benchmarks by wide margin in long term.
DRAWDOWN
Lesser Drawdown
During the worst fall (Covid), this portfolio fell by just 11.5% vs Smallcap 250 Index fell by 43.8%
RISK
High Risk Instrument
Investment is subject to equity market risks. Please follow good asset allocation practices.
CHURN
Moderate Churn
Inherent rules and monthly rebalance makes this a Moderate churn strategy
Highlights
RETURNS
Higher Returns
CAGR since 2016 of this strategy has been more than 30% which beats benchmarks by wide margin in long term.
DRAWDOWN
Lesser Drawdown
During the worst fall (Covid), this portfolio fell by just 11.5% vs Smallcap 250 Index fell by 43.8%
RISK
High Risk Instrument
Investment is subject to equity market risks. Please follow good asset allocation practices.
CHURN
Moderate Churn
Inherent rules and monthly rebalance makes this a Moderate 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 | Smallcap 250 | Outcome |
|---|---|---|---|
|
Covid19 Pandemic
Feb 2020 - Mar 2020
|
-11.5% | -43.8% | 73.70% 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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