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 Focused: Bottom up fundamentally picked equity portfolio
- CM Fixed Income: Portfolio of three to five debt mutual funds
Quick overview of portfolio performance
The chart below represents the approximate target risk-return profiles of the five portfolios compared to a simple buy-and-hold 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
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:
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