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) |
---|---|---|---|
27.55% | 1.24 | 19.33% | 60.66% |
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 | -0.05% | 9.05% | 32.39% | 66.79% | 23.22% | 27.46% | 27.82% | 27.95% | |
Nifty 50 TRI | 1.57% | 2.92% | 14.09% | 30.08% | 14.39% | 16.31% | 15.28% | 16.36% |
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 1M | 790.42 | Nifty 50 TRI | 27.95% | 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 | 6.85% | 31.22% | 60.66% | 38.07% | 0.93 | 19.33% | 3.25 | 14.41% | 0.84 | 54.10 % |
Nifty 500 | 0.59% | 26.96% | 27.55% | 1.24 | 12.41% | 0.79 | 57.38 % | |||
Nifty Midcap 100 | -13.63% | 20.25% | 6.62% | 1.19 | 7.00% | 0.41 | 52.46 % | |||
Nifty Smallcap 100 | -17.29% | 14.2% | -3.09% | 0.98 | 10.36% | 0.56 | 50.82 % |
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 31 Mar 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 Mar 24.