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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.

Type
Absolute Momentum
Cagr since 2016
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Recommended Portfolio
10 - 30 Lakh
Annual Fees
35,400

Investing with this strategy

Recommended
10 - 30 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 30
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 ?

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

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RETURN
Higher Returns

The CAGR since 2016 is around 19% which easily beats the benchmarks.

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DRAWDOWN
Lesser drawdown

During the worst fall, this portfolio fell by 11.5% vs CNX 500 fell by 38.3%

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RISK
High Risk

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

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CHURN
Moderate Churn

Inherent rules and rebalancing makes this is a moderate churn strategy.

Highlights

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RETURN
Higher Returns

The CAGR since 2016 is around 19% which easily beats the benchmarks.

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DRAWDOWN
Lesser drawdown

During the worst fall, this portfolio fell by 11.5% vs CNX 500 fell by 38.3%

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RISK
High Risk

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

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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.

Event
Covid19 Pandemic
Feb 2020 - Mar 2020
Strategy
-11.5%
CNX 500
-38.3%
Event
69.97% Lesser 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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