Mi MT Allcap
This portfolio selects upto 20 stocks portfolio that follows momentum trends among all listed highly liquid stocks(> 1000 cr mktcap). It is rebalanced weekly.
Investment Performance
Drawdown
| Period Considered | From To | |
|
Mi MT Allcap
|
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 MT Allcap is an absolute momentum strategy which aims to generate market beating returns aiding gradual wealth creation for its users. This product is suitable for use in all stages of the market cycles as it is designed to either remain invested in the strongest 20 stocks or go to cash in weak markets
Key Points
- This portfolio consists of up-to 20 stocks selected from top liquid names (any cap)
- All stocks start at 5% 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
The strategy has outperformed it’s benchmark – the CNX 500 index since launch
DRAWDOWN
Lesser Drawdown
During the Covid fall, this portfolio fell by 22.7% vs Benchmark CNX500 CNX fell 38.3%
RISK
High Risk Instrument
Investment is subject to equity market risks. Please follow good asset allocation practices.
CHURN
Low Churn
Inherent rules and weekly rebalance makes this a low churn strategy
Highlights
RETURNS
Higher Returns
The strategy has outperformed it’s benchmark – the CNX 500 index since launch
DRAWDOWN
Lesser Drawdown
During the Covid fall, this portfolio fell by 22.7% vs Benchmark CNX500 CNX fell 38.3%
RISK
High Risk Instrument
Investment is subject to equity market risks. Please follow good asset allocation practices.
CHURN
Low Churn
Inherent rules and weekly 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. Outperforming the benchmarks makes the overall return in the long term go significantly higher.
| Event | Strategy | CNX 500 | Outcome |
|---|---|---|---|
|
Covid19 Pandemic
Feb 2020 - Mar 2020
|
-22.7% | -38.3% | 40.81% 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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