Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial

Capitalmind Premium subscribers get exclusive access to five model portfolios with distinct risk-return profiles.

    1. CM Passive: A low-cost low-touch large-cap portfolio meant for the long-term
    2. CM Momentum: Algorithmically picked portfolio of stocks based on price-momentum
    3. CM Chase: NIFTY + Futures Systematic Trend-Following Strategy
    4. CM LT Multicap: Bottom up fundamentally picked equity portfolio
    5. CM Fixed Income: Portfolio of three to five debt mutual funds

Chart below represents the approximate target risk-return profiles of the five portfolios compared to a simple buy and hold the NIFTY strategy.

About Capitalmind Portfolios

 

Most subscribers build a portfolio using 1 or more of these using guidelines we publish on our ‘Getting Started’ page.

For immediate access to all Capitalmind Portfolios

About Capitalmind Portfolios

Read on to see a snapshot of our portfolio 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 Feb 2021
Annualised Return +27.6% (NIFTY: +8.7%)
Volatility 22.2% (NIFTY: 27.3% )
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 Mar 2021
Annualised Return +49.5% (NIFTY: +14.6%)
Volatility 18.3% (NIFTY: 24.1%)
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 Feb 2021
Absolute Return (since < 1 year) +64.2% (NIFTY: +35.1%)
Volatility 17.9% (NIFTY: +17.8%)
Maximum Drawdown -6.6% (NIFTY: -6.5%)

 

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 Feb 2021
Annualised Return +9.2% (NIFTY: +8.7%)
Volatility 22.6% (NIFTY: 17.9%)
Maximum Drawdown -50% (NIFTY: -38.4%)

 

Capitalmind Fixed Income Portfolio

Philosophy: The essential counterbalance in any asset allocation strategy, the Fixed Income portfolio is meant to deliver a slight premium over the risk-free rate while minimising risk of capital loss. Consists of between three and five debt mutual funds.

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 immediate access to all Capitalmind Portfolios

About Capitalmind Portfolios

Like our content? Join Capitalmind Premium.

  • Equity, fixed income, macro and personal finance research
  • Model equity and fixed-income portfolios
  • Exclusive apps, tutorials, and member community
Subscribe Now Or start with a free-trial