Mi 30
This low churn portfolio selects upto 33 strongest stocks from the CNX500 universe encompassing all spectrums of mkt caps. It is rebalanced weekly.
Investment Performance
Drawdown
| Period Considered | From To | |
|
Mi 30
|
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 ?
Mi30 is a non discretionary momentum portfolio. This up-to 33 stock portfolio follows the long term momentum trends among CNX500 stocks ( above 1000 cr mktcap) listed on the NSE. The main aim of the strategy is gradual wealth generation by selectively following winning stocks. The historical LIVE performance of this portfolio has beaten the benchmarks by a wide margin. The re-balance of this portfolio is done every week. At times when there is no opportunity for capital deployment the strategy may sit in cash through the Liquid ETFs like LIQUIDBEES.
Key Points
- This portfolio consists of up-to 33 stocks selected from the small-cap universe
- All stocks start at 3% 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 10 to 30 lacs
Highlights
RETURN
Higher Returns
The CAGR since 2016 is around 19% which easily beats the benchmarks.
DRAWDOWN
Lesser drawdown
During the worst fall, this portfolio fell by 11.5% vs CNX 500 fell by 38.3%
RISK
High Risk
Investment is subject to equity market risks. Please follow good asset allocation practices.
CHURN
Moderate Churn
Inherent rules and rebalancing makes this is a moderate churn strategy.
Highlights
RETURN
Higher Returns
The CAGR since 2016 is around 19% which easily beats the benchmarks.
DRAWDOWN
Lesser drawdown
During the worst fall, this portfolio fell by 11.5% vs CNX 500 fell by 38.3%
RISK
High Risk
Investment is subject to equity market risks. Please follow good asset allocation practices.
CHURN
Moderate Churn
Inherent rules and rebalancing makes this is 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 | CNX 500 | Outcome |
|---|---|---|---|
|
Covid19 Pandemic
Feb 2020 - Mar 2020
|
-11.5% | -38.3% | 69.97% Lesser 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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