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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.

Type
Absolute Momentum
Cagr since 2016
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Recommended Portfolio
5 - 15 Lakh
Annual Fees
14,999

Investing with this strategy

Recommended
5 - 15 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 MT Allcap
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 ?

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

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RETURNS
Higher Returns

The CAGR since 2016 is around 35% which easily beats the benchmarks.

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DRAWDOWN
Lesser Drawdown

During the Covid fall, this portfolio fell by 22.7% vs Benchmark CNX500 CNX fell 38.3%

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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
Low Churn

Inherent rules and monthly rebalance makes this a low churn strategy

Highlights

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RETURNS
Higher Returns

The CAGR since 2016 is around 35% which easily beats the benchmarks.

icon
DRAWDOWN
Lesser Drawdown

During the Covid fall, this portfolio fell by 22.7% vs Benchmark CNX500 CNX fell 38.3%

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RISK
High Risk Instrument

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

icon
CHURN
Low Churn

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. 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.

Event
Covid19 Pandemic
Feb 2020 - Mar 2020
Strategy
-22.7%
CNX 500
-38.3%
Event
40.81% 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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