Mi EverGreen
This 20 stock portfolio selects large and mid cap stocks from the CNX200 index. It also has a fixed 25% allocation to Gold ETF as a hedge. It is rebalanced monthly.
Investment Performance
Drawdown
| Period Considered | From To | |
|
Mi EverGreen
|
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 Evergreen is a dynamic strategy which aims to outperform the underlying benchmark CNX200. This index comprises of 200 large and mid-cap names which are the top-quality stocks in the markets. This product is suitable for use in all stages of the market cycles as it is designed to invest in the strongest stocks in the pack at any point. Additionally, there is a permanent hedge of Gold available here.
Key Points
- This portfolio consists of 20 stocks selected from the CNX200 universe
- All stocks start at near 3.75% weightage of the entire portfolio
- Gold ETF makes up for 25% of the 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
20% Higher Returns
Proven to consistently beat benchmark indices by a good margin
DRAWDOWN
30% lesser drawdown
During the worst fall, this portfolio fell by 41.27% vs Nifty 59.00%
RISK
High Risk Instrument
Investment is subject to equity market risks. Please follow good asset allocation practices.
CHRUN
30% lesser chrun
Inherent rules and monthly rebalance makes this a low churn strategy
Highlights
RETURNS
20% Higher Returns
Proven to consistently beat benchmark indices by a good margin
DRAWDOWN
30% lesser drawdown
During the worst fall, this portfolio fell by 41.27% vs Nifty 59.00%
RISK
High Risk Instrument
Investment is subject to equity market risks. Please follow good asset allocation practices.
CHRUN
30% lesser chrun
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. Falling lower than benchmarks results in outperformance and makes the overall return in the long term go significantly higher.
| Event | Strategy | CNX 200 | Outcome |
|---|---|---|---|
|
Covid19 Pandemic
Feb 2020 - Mar 2020
|
-18.7% | -38.2% | 50.97% Lower fall |
Performance during tough markets
How your portfolio performs during tough times is crucial for long term wealth building. Falling lower than benchmarks results in outperformance and 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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