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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 Focused:  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.

 

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.


How to allocate to Capitalmind Portfolios?

We have a longer post at on how you should allocate to Capitalmind Portfolios  . The summary:

  • Figure out asset allocation (equity vs. debt vs. more aggressive)
  • Capitalmind has portfolios for each type
  • We suggest you invest in all, but depends on what kind of strategy you would like
  • Here’s a sample way to think about it:

How to allocate between CM Portfolios

 


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

Minimum Investment Amount: ₹ 10,000

Past Performance:

Portfolio Launch Sep 2019
Last Updated Nov 2021
Annualised Return +28.6% (NIFTY: +24.6%)
Volatility 19.5% (NIFTY: 24.8% )
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

Minimum Investment Amount: ₹ 60,000

Past Performance:

Portfolio Launch Jan 2019
Last Updated Oct 2021
Annualised Return +55.8% (NIFTY: +19.5%)
Volatility 18.7% (NIFTY: 22.3%)
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 an investment in NIFTY ETF

Review / Rebalance Frequency: Daily

Minimum Investment Amount: ₹ 10,00,000

Past Performance:

Strategy Launch July 2020
Last Updated June 2021
Annualised Return +84.0% (NIFTY: +68.1%)
Volatility +17.9% (NIFTY: +16.5%)
Maximum Drawdown -14.7% (NIFTY: -7.6%)

 

Capitalmind Focused Portfolio (previously called LT Multicap)

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

Minimum Investment Amount: ₹ 2,10,000 (includes Cash component if any)

Past Performance:

Portfolio Inception Nov 2014
Last Updated Nov 2021
Annualised Return +17% (NIFTY: +14.2%)
Volatility 22.2% (NIFTY: 17.6%)
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

Minimum Investment Amount: ₹ 10,000

Past Performance:

Portfolio Inception Jan 2015
Last Updated Nov 2021
Annualised Return +8.95%
Volatility 2.4%
Maximum Drawdown -1.9%

For immediate access to all Capitalmind Portfolios

About Capitalmind Portfolios

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