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Mi NNF 10

This 10 stock portfolio is a popular strategy that invests in top 10 trending stocks from the Nifty Next 50 index ( also called Nifty Junior). It is a great substitute for Index investing. It is rebalanced monthly.

Type
Rotational Momentum
Cagr since 2016
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Recommended Portfolio
3 - 30 Lakh
Annual Fees
7,499

Investing with this strategy

Recommended
3 - 30 Lakh
Investment Performance
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The Amount You Entered Should Not Be Zero.
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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 NNF 10
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 NNF10 is a dynamic strategy which aims to outperform the underlying benchmark Nifty Next 50. These are the 50 large caps which have potential to enter Nifty at some point. This product is suitable for use in all stages of the market cycles as its design is to remain invested in the strongest 10 stocks in the pack regardless of market conditions

Key Points

  • This portfolio consists of top 10 trending stocks selected from the Nifty Next 50 universe
  • All stocks start at near 10% weightage of the entire portfolio
  • The stocks are selected based on the momentum ranking and every month a rebalance ensures that the strongest of the pack remains in the portfolio. This is akin to the concept of survival of the fittest.
  • 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 monthly rebalanced portfolio. This helps in keeping the churn and the transaction costs low.
  • 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 3 to 30 lacs

Highlights

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RETURNS
Higher Returns

The CAGR since 2016 for this strategy is above 20% and easily beats benchmarks.

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DRAWDOWN
Lesser Drawdown

During the worst fall (Covid), this strategy had a max drop of 21.5% vs the benchmark Nifty Next 50 index dropped 36.5%

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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 for this strategy is above 20% and easily beats benchmarks.

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DRAWDOWN
Lesser Drawdown

During the worst fall (Covid), this strategy had a max drop of 21.5% vs the benchmark Nifty Next 50 index dropped 36.5%

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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 Nifty Next 50 Outcome
Covid19 Pandemic
Feb 2020 - Mar 2020
-21.5% -36.5% 40.92% 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
-21.5%
Nifty Next 50
-36.5%
Event
40.92% 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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