Mi 50
This portfolio selects upto 50 stocks that follow momentum trends among Smallcap and midcap stocks (> 1000 cr mktcap). It is rebalanced weekly.
Investment Performance
Performance
Drawdown
| Period Considered | From To | |
|
Mi 50
|
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 ?
Mi50 is an absolute momentum strategy which aims to outperform the Mid and Smallcap index. This product is suitable for use in all stages of the market cycles as it is designed to either remain invested in the strongest 50 stocks or go to cash in weak markets.
Key Points
- This portfolio consists of up-to 50 stocks selected from the small and mid-cap universe
- All stocks start at 2% 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 above 25% which easily beats the benchmarks.
DRAWDOWN
Lesser drawdown
During the Covid fall, this portfolio fell by 4.8% while the benchmark Mid Small 400 index fell by 40%
RISK
High Risk Instrument
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 above 25% which easily beats the benchmarks.
DRAWDOWN
Lesser drawdown
During the Covid fall, this portfolio fell by 4.8% while the benchmark Mid Small 400 index fell by 40%
RISK
High Risk Instrument
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
The portfolio’s asset allocation strategy reduced exposure to equities when the markets were falling and increased exposure in debt and gold.
| Event | Strategy | Mid Small 400 | Outcome |
|---|---|---|---|
|
Covid19 Pandemic
Feb 2020 - Mar 2020
|
-4.8% | -40% | 87.96% Lesser Fall |
Performance during tough markets
The portfolio’s asset allocation strategy reduced exposure to equities when the markets were falling and increased exposure in debt and gold.
Fees
Specially designed to handle larger portfolios. 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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