Capitalmind Premium subscribers get exclusive access to five model portfolios with distinct risk-return profiles.
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- CM Passive: A low-cost low-touch large-cap portfolio meant for the long-term
- CM Momentum: Algorithmically picked portfolio of stocks based on price-momentum
- CM Chase: NIFTY + Futures Systematic Trend-Following Strategy
- CM LT Multicap: Bottom up fundamentally picked equity portfolio
- CM Fixed Income: Portfolio of three to five debt mutual funds
Chart below represents the approximate target risk-return profiles of the five portfolios.
Most subscribers build a portfolio using 1 or more of these using guidelines we publish on our ‘Getting Started’ page.
For access to all Capitalmind Portfolios
Read on to see portfolio-wise investment philosophy and performance since inception.
Capitalmind Passive Strategy
Philosophy: A low-cost low-touch combination of index funds investing in large cap Indian and US stocks, rebalanced annually
Review / Rebalance Frequency: Annual
Past Performance:
| Portfolio Launch | Sep 2019 |
|---|---|
| Last Updated | Dec 2020 |
| Annualised Return | +26.3% (NIFTY: +20.3%) |
| Volatility | 25.4% (NIFTY: 31.5% ) |
| Maximum Drawdown | -31% (NIFTY: -38.4% ) |
Capitalmind Momentum Portfolio
Philosophy: Algorithmically selected portfolio of 15 to 20 stocks showing strong price momentum with near-term price and volume threshold conditions.
Review / Rebalance Frequency: Weekly
Past Performance:
| Portfolio Launch | Jan 2019 |
|---|---|
| Last Updated | Dec 2020 |
| Annualised Return | +35.3% (NIFTY: +13.7%) |
| Volatility | 17.1% (NIFTY: 24.7%) |
| Maximum Drawdown | -18.6% (NIFTY: -38.4%) |
Capitalmind Chase
Philosophy: Systematic trend-following long-short strategy that takes positions in NIFTY futures in addition to a NIFTY ETF
Review / Rebalance Frequency: Daily
Past Performance:
| Strategy Launch | July 2020 |
|---|---|
| Last Updated | Dec 2020 |
| Absolute Return (since < 1 year) | +34.7% (NIFTY: +24.2%) |
| Volatility | 13.4% (NIFTY: +15.4%) |
| Maximum Drawdown | -5% (NIFTY: -7.2%) |
Capitalmind LT Multicap Portfolio
Philosophy: Revamped in April 2020 to be constructed with a combination of stocks in emerging sectors with potential for delivering strong growth and special situation deep value opportunities. Time horizon of 18 to 36 months.
Review / Rebalance Frequency: Quarterly
Past Performance:
| Portfolio Inception | Nov 2014 |
|---|---|
| Last Updated | Dec 2020 |
| Annualised Return | +7.7% (NIFTY: +8.3%) |
| Volatility | 22.3% (NIFTY: 17.9%) |
| Maximum Drawdown | -50% (NIFTY: -38.4%) |
Capitalmind Fixed Income Portfolio
Philosophy: Constructed with a combination of stocks in emerging sectors with potential for delivering strong growth and special situation deep value opportunities. Time horizon of 18 to 36 months.
Review / Rebalance Frequency: Quarterly
Past Performance:
| Portfolio Inception | Jan 2015 |
|---|---|
| Last Updated | Dec 2020 |
| Annualised Return | +9.5% |
| Volatility | 2.4% |
| Maximum Drawdown | -1.9% |
For access to all Capitalmind Portfolios