Capitalmind Wealth

Capitalmind Momentum Fund


Key Portfolio Attributes

Inception Date: 1 Mar 2019

Number of Stocks: 15

Fund Manager Name: Mr. Anoop Vijaykumar

Fund Manager Experience:

Anoop manages the Momentum Portfolio in the PMS. He has worked as a Business Strategy & Operations Consultant with Kearney, and has held various leadership roles at Honeywell, zomato, and Microsoft.

Fund Manager Qualification:

He completed his MBA from the Indian School of Business, and a Bachelor of Engineering from Mumbai University.

Investment Objective

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.          

Investment Strategy

Adjusts price returns for volatility, ranks them in descending order every month and picks the top stocks showing the strongest momentum.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio6.9%9.2%5.3%-0.4%30.7%32.5%-26.9%
Mid Cap 1003.5%7.1%5.7%3.7%24.9%17.2%



QRC Report Card *




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

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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.




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