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) |
|---|---|---|---|
| 1.98% | 0.95 | 12.32% | 61.82% |
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 | -2.48% | 1.13% | 20.89% | 12.80% | 5.43% | 23.95% | - | - | 22.44% |
| Nifty 50 TRI | -2.74% | -3.09% | 6.52% | 7.01% | 5.15% | 19.29% | - | - | - |
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 | Large Cap | Mr. Anoop Vijaykumar | 01 March 2019 | 4Y 8M | 566.7 | Nifty 50 TRI | 22.44% | 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 | -0.26% | 3.97% | 61.82% | 3.71% | 0.80 | 12.32% | 1.21 | 11.64% | 0.71 | 54.55 % |
| Nifty 500 | -2.53% | 4.51% | 1.98% | 0.95 | 10.20% | 0.67 | 58.18 % | |||
| Nifty Midcap 100 | -13.43% | -0.15% | -13.58% | 0.93 | 4.62% | 0.26 | 49.09 % | |||
| Nifty Smallcap 100 | -14.13% | -4.45% | -18.58% | 0.75 | 8.53% | 0.45 | 49.09 % | |||
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 Oct 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 Sep 23.
