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) |
|---|---|---|---|
| 15.70% | 1.23 | 17.69% | 64.86% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -2.3% | -0.9% | -2.9% | 22.0% | 51.4% | 30.1% | - | - | 30.0% |
| Mid Cap 100 | -2.1% | -1.4% | -3.2% | 16.9% | 31.7% | 13.3% | - | - | - |
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 2M | 387.93 | Mid Cap 100 | 30.0% | 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 | 6.26% | 11.52% | 64.86% | 17.78% | 0.54 | 17.69% | 1.87 | 16.84% | 0.90 | 62.16 % |
| Nifty 500 | 3.61% | 12.09% | 15.70% | 1.23 | 15.90% | 0.91 | 64.86 % | |||
| Nifty Midcap 100 | -3.94% | 15.28% | 11.34% | 1.05 | 13.88% | 0.69 | 51.35 % | |||
| Nifty Smallcap 100 | -8.92% | 16.95% | 8.03% | 0.87 | 15.35% | 0.70 | 56.76 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | |
| Cash |
Disclaimer
#Returns as of 30 Apr 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 Mar 22.
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