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) |
|---|---|---|---|
| 6.21% | 1.10 | 21.48% | 60.29% |
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 | 5.35% | -3.56% | -3.21% | 17.35% | 29.36% | 17.03% | 29.12% | 25.47% | |
| Nifty 50 TRI | -2.02% | -8.25% | -1.08% | 10.09% | 15.56% | 12.17% | 15.54% | 15.40% |
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 10M | 985.13 | Nifty 50 TRI | 25.47% | 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 | 12.72% | 1.68% | 60.29% | 14.40% | 0.97 | 21.48% | 1.75 | 11.91% | 0.72 | 52.94 % |
| Nifty 500 | 6.77% | -0.56% | 6.21% | 1.10 | 9.43% | 0.62 | 57.35 % | |||
| Nifty Midcap 100 | -3.03% | -0.04% | -3.07% | 1.06 | 3.69% | 0.22 | 50.00 % | |||
| Nifty Smallcap 100 | -4.63% | -1.17% | -5.80% | 0.86 | 5.80% | 0.32 | 48.53 % | |||
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 Dec 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 Oct 24.
