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) |
|---|---|---|---|
| 27.55% | 1.24 | 19.33% | 60.66% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Capitalmind Adaptive Momentum | 5.52% | 11.18% | 21.24% | 63.60% | 38.68% | 22.08% | 30.33% | - | 29.01% |
| Nifty 50 TRI | 6.77% | 8.13% | 11.29% | 26.66% | 24.77% | 16.54% | 16.68% | - | 17.24% |
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 Adaptive Momentum | Multi Cap | Mr. Anoop Vijaykumar | 01 March 2019 | 5Y 5M | 984.9 | Nifty 50 TRI | 29.01% | 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 | 15.41% | 22.66% | 60.66% | 38.07% | 0.93 | 19.33% | 3.25 | 14.41% | 0.84 | 54.10 % |
| Nifty 500 | 7.95% | 19.6% | 27.55% | 1.24 | 12.41% | 0.79 | 57.38 % | |||
| Nifty Midcap 100 | -9.17% | 15.79% | 6.62% | 1.19 | 7.00% | 0.41 | 52.46 % | |||
| Nifty Smallcap 100 | -15.17% | 12.08% | -3.09% | 0.98 | 10.36% | 0.56 | 50.82 % | |||
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 30 June 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 24.
