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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.

Type
Rotational Momentum
Cagr since 2016
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Recommended Portfolio
3 - 30 Lac
Annual Fees
7,499

Investing with this strategy

Recommended
3 - 30 Lac
Investment Performance
Please Enter Your Amount.
The Amount You Entered Should Not Be Zero.
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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 EverGreen
Benchmark
Absolute Returns
NA
NA
Last 3Y
NA
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Last 5Y
NA
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CAGR
NA
NA
Max Drawdown
NA
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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 3 to 30 lacs

Highlights

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RETURNS
20% Higher Returns

Proven to consistently beat benchmark indices by a good margin

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DRAWDOWN
30% lesser drawdown

During the worst fall, this portfolio fell by 41.27% vs Nifty 59.00%

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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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CHRUN
30% lesser chrun

Inherent rules and monthly rebalance makes this a low churn strategy

Highlights

icon
RETURNS
20% Higher Returns

Proven to consistently beat benchmark indices by a good margin

icon
DRAWDOWN
30% lesser drawdown

During the worst fall, this portfolio fell by 41.27% vs Nifty 59.00%

icon
RISK
High Risk Instrument

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

icon
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.

Event
Covid19 Pandemic
Feb 2020 - Mar 2020
Strategy
-18.7%
CNX 200
-38.2%
Event
50.97% Lower fall

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
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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