Investment Strategies
Strategy Results
Financial Momentum
Standalone Strategy
Very High Volatility
- 30 Days
- -0.50%
- 90 Days
- -2.95%
- 365 Days
- 5.99%
- Annualised
- 17.58%
- Start Date
- Nov 02, 2021
- Minimum Investment
- ₹2 Lakhs
- Sharpe Ratio
- 0.39
Armour Portfolio
Diversified Portfolio
Moderately High Volatility
- 30 Days
- 1.86%
- 90 Days
- -0.46%
- 365 Days
- 23.91%
- Annualised
- 19.71%
- Start Date
- Jul 07, 2020
- Minimum Investment
- ₹25000
- Sharpe Ratio
- 1.1
Static Allocation
Diversified Portfolio
Moderately High Volatility
- 30 Days
- -0.97%
- 90 Days
- 1.85%
- 365 Days
- 4.32%
- Annualised
- 15.06%
- Start Date
- Jul 10, 2020
- Minimum Investment
- ₹25000
- Sharpe Ratio
- 0.37
Large Cap Momentum
Standalone Strategy
High Volatility
- 30 Days
- -1.86%
- 90 Days
- -1.88%
- 365 Days
- 8.95%
- Annualised
- 22.27%
- Start Date
- Sep 03, 2019
- Minimum Investment
- ₹2 Lakhs
- Sharpe Ratio
- 0.72
Healthcare Momentum
Standalone Strategy
Very High Volatility
- 30 Days
- -1.49%
- 90 Days
- 9.92%
- 365 Days
- 18.16%
- Annualised
- 18.44%
- Start Date
- Jun 11, 2020
- Minimum Investment
- ₹2 Lakhs
- Sharpe Ratio
- 0.56
Cruise
Diversified Portfolio
Very High Volatility
- 30 Days
- 3.53%
- 90 Days
- 5.35%
- 365 Days
- 6.19%
- Annualised
- 21.04%
- Start Date
- Nov 02, 2021
- Minimum Investment
- ₹2 Lakhs
- Sharpe Ratio
- 0.7
MNC Momentum
Standalone Strategy
Very High Volatility
- 30 Days
- -1.99%
- 90 Days
- -5.74%
- 365 Days
- -10.56%
- Annualised
- 18.68%
- Start Date
- Sep 04, 2019
- Minimum Investment
- ₹5 Lakhs
- Sharpe Ratio
- 0.37
Multi Cap Momentum
Standalone Strategy
Very High Volatility
- 30 Days
- 2.26%
- 90 Days
- 0.45%
- 365 Days
- 8.86%
- Annualised
- 25.32%
- Start Date
- Sep 04, 2019
- Minimum Investment
- ₹10 Lakhs
- Sharpe Ratio
- 0.78
Silver Conservative
Diversified Portfolio
Moderately Low Volatility
- 30 Days
- 0.16%
- 90 Days
- 1.64%
- 365 Days
- 4.85%
- Annualised
- 7.59%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹25000
- Sharpe Ratio
- 0.068
Silver Moderate Conservative
Diversified Portfolio
Moderate Volatility
- 30 Days
- -0.06%
- 90 Days
- 2.08%
- 365 Days
- 4.82%
- Annualised
- 9.39%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹25000
- Sharpe Ratio
- 0.2
Silver Moderate Aggressive
Diversified Portfolio
Moderately High Volatility
- 30 Days
- -0.28%
- 90 Days
- 2.49%
- 365 Days
- 4.73%
- Annualised
- 10.96%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹25000
- Sharpe Ratio
- 0.24
Diamond Conservative
Diversified Portfolio
Moderately Low Volatility
- 30 Days
- 0.17%
- 90 Days
- 1.06%
- 365 Days
- 5.39%
- Annualised
- 8.92%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹50 Lakhs
- Sharpe Ratio
- 0.22
Silver Aggressive
Diversified Portfolio
High Volatility
- 30 Days
- -0.49%
- 90 Days
- 2.89%
- 365 Days
- 4.65%
- Annualised
- 12.42%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹25000
- Sharpe Ratio
- 0.25
Platinum Conservative
Diversified Portfolio
Moderately Low Volatility
- 30 Days
- 0.20%
- 90 Days
- 0.98%
- 365 Days
- 4.89%
- Annualised
- 9.15%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹25 Lakhs
- Sharpe Ratio
- 0.23
Gold Conservative
Diversified Portfolio
Moderately Low Volatility
- 30 Days
- 0.48%
- 90 Days
- 1.37%
- 365 Days
- 5.41%
- Annualised
- 8.82%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹10 Lakhs
- Sharpe Ratio
- 0.2
Diamond Moderate Conservative
Diversified Portfolio
Moderate Volatility
- 30 Days
- -0.09%
- 90 Days
- 0.84%
- 365 Days
- 5.86%
- Annualised
- 12.46%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹50 Lakhs
- Sharpe Ratio
- 0.55
Platinum Moderate Conservative
Diversified Portfolio
Moderate Volatility
- 30 Days
- -0.00%
- 90 Days
- 0.70%
- 365 Days
- 4.93%
- Annualised
- 12.17%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹25 Lakhs
- Sharpe Ratio
- 0.51
Gold Moderate Conservative
Diversified Portfolio
Moderate Volatility
- 30 Days
- 0.65%
- 90 Days
- 1.50%
- 365 Days
- 5.93%
- Annualised
- 12.40%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹10 Lakhs
- Sharpe Ratio
- 0.47
Platinum Moderate Aggressive
Diversified Portfolio
Moderately High Volatility
- 30 Days
- -0.20%
- 90 Days
- 0.42%
- 365 Days
- 5.63%
- Annualised
- 15.38%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹25 Lakhs
- Sharpe Ratio
- 0.68
Diamond Moderate Aggressive
Diversified Portfolio
Moderately High Volatility
- 30 Days
- -0.06%
- 90 Days
- 0.35%
- 365 Days
- 5.99%
- Annualised
- 16.04%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹50 Lakhs
- Sharpe Ratio
- 0.72
Gold Moderate Aggressive
Diversified Portfolio
Moderately High Volatility
- 30 Days
- 0.71%
- 90 Days
- 1.56%
- 365 Days
- 6.43%
- Annualised
- 15.61%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹10 Lakhs
- Sharpe Ratio
- 0.57
Diamond Aggressive
Diversified Portfolio
High Volatility
- 30 Days
- -0.27%
- 90 Days
- 0.20%
- 365 Days
- 7.07%
- Annualised
- 19.34%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹50 Lakhs
- Sharpe Ratio
- 0.78
Platinum Aggressive
Diversified Portfolio
High Volatility
- 30 Days
- -0.51%
- 90 Days
- 0.32%
- 365 Days
- 6.54%
- Annualised
- 18.54%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹25 Lakhs
- Sharpe Ratio
- 0.74
Gold Aggressive
Diversified Portfolio
High Volatility
- 30 Days
- 0.73%
- 90 Days
- 1.61%
- 365 Days
- 6.92%
- Annualised
- 18.57%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹10 Lakhs
- Sharpe Ratio
- 0.61