The Capitalmind Momentum Portfolio is a rule-based investing system that buys outperforming securities and avoids – or sell short –underperforming ones every month based on following the trend.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -4.58% | 1.33 | 18.18% | 60% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 6.9% | 9.2% | 5.3% | -0.4% | 30.7% | 32.5% | - | 26.9% | |
| Mid Cap 100 | 3.5% | 7.1% | 5.7% | 3.7% | 24.9% | 17.2% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Capitalmind Momentum | Multi Cap | Mr. Anoop Vijaykumar | 01 March 2019 | 3Y 6M | 464.14 | Mid Cap 100 | 26.9% | 15 | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | -1.17% | -4.42% | 60% | -5.59% | 0.74 | 18.18% | -0.49 | 14.20% | 0.78 | 60.00 % |
| Nifty 500 | -1.70% | -2.88% | -4.58% | 1.33 | 13.52% | 0.80 | 62.50 % | |||
| Nifty Midcap 100 | -5.27% | 1.97% | -3.30% | 0.96 | 11.98% | 0.61 | 50.00 % | |||
| Nifty Smallcap 100 | 0.11% | 7.91% | 8.02% | 0.77 | 16.55% | 0.77 | 57.50 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | |
| Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Jun 22.
