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) |
|---|---|---|---|
| -6.66% | 0.87 | 15.26% | 57.14% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Capitalmind Momentum | 1.6% | -2.4% | -6.7% | -5.3% | 7.5% | 29.4% | 20.3% | ||
| Nifty 50 TRI | 4.1% | 2.3% | 0.3% | 5.6% | 11.1% | 22.4% |
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 | 4Y 2M | 467.18 | Nifty 50 TRI | 20.3% | 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 | -1.12% | -7.2% | 57.14% | -8.32% | 0.86 | 15.26% | -0.82 | 9.71% | 0.57 | 53.06 % |
| Nifty 500 | -1.11% | -5.55% | -6.66% | 0.87 | 9.47% | 0.60 | 57.14 % | |||
| Nifty Midcap 100 | -7.24% | -2.84% | -10.08% | 0.74 | 7.01% | 0.38 | 51.02 % | |||
| Nifty Smallcap 100 | 1.56% | 3.33% | 4.89% | 0.74 | 12.50% | 0.64 | 53.06 % | |||
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 30 Apr 2023. 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 23.
