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) |
---|---|---|---|
16.81% | 1.25 | 19.03% | 62.07% |
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 | -3.59% | 17.51% | 33.71% | 66.57% | 27.79% | 27.98% | 28.45% | ||
Nifty 50 TRI | 1.32% | 9.38% | 14.57% | 28.49% | 15.75% | 16.16% | 16.27% |
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 | Large Cap | Mr. Anoop Vijaykumar | 01 March 2019 | 5Y 0M | 819.85 | Nifty 50 TRI | 28.45% | 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 | 2.46% | 20.09% | 62.07% | 22.55% | 1.26 | 19.03% | 2.05 | 13.63% | 0.82 | 55.17 % |
Nifty 500 | -1.37% | 18.18% | 16.81% | 1.25 | 11.87% | 0.78 | 58.62 % | |||
Nifty Midcap 100 | -14.73% | 10.74% | -3.99% | 1.14 | 6.14% | 0.36 | 51.72 % | |||
Nifty Smallcap 100 | -17.40% | 4.36% | -13.04% | 1.04 | 8.88% | 0.48 | 50.00 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
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Sector Allocation
Holding | % |
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Market Cap Allocation
Allocations | % |
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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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#Returns as of 29 Feb 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 Dec 23.