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) |
|---|---|---|---|
| -3.76% | 0.92 | 16.29% | 60.47% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -3.90% | 1.00% | 11.30% | -4.20% | 22.70% | 29.00% | 24.00% | ||
| Mid Cap 100 | -3.50% | 5.90% | 14.70% | 4.30% | 13.80% | 14.20% |
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 10M | 503.61 | Mid Cap 100 | 24.00% | 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 | 1.84% | -4.11% | 60.47% | -2.27% | 0.95 | 16.29% | -0.55 | 13.94% | 0.78 | 60.47 % |
| Nifty 500 | -0.19% | -3.57% | -3.76% | 0.92 | 12.57% | 0.75 | 62.79 % | |||
| Nifty Midcap 100 | -5.79% | -0.39% | -6.18% | 0.71 | 9.62% | 0.50 | 51.16 % | |||
| Nifty Smallcap 100 | 2.89% | 6.52% | 9.41% | 0.67 | 15.66% | 0.75 | 58.14 % | |||
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 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 Sep 22.
