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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.

About Capitalmind 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

About 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

About Capitalmind Portfolios

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