Investment Strategies
Strategy Results
Financial Momentum
Standalone Strategy
Very High Volatility
- 30 Days
- -5.39%
- 90 Days
- -5.82%
- 365 Days
- -6.94%
- Annualised
- 16.82%
- Start Date
- Nov 02, 2021
- Minimum Investment
- ₹2 Lakhs
- Sharpe Ratio
- 0.37
Armour Portfolio
Diversified Portfolio
Moderately High Volatility
- 30 Days
- -2.88%
- 90 Days
- -2.30%
- 365 Days
- 14.50%
- Annualised
- 17.69%
- Start Date
- Jul 07, 2020
- Minimum Investment
- ₹25000
- Sharpe Ratio
- 0.89
Static Allocation
Diversified Portfolio
Moderately High Volatility
- 30 Days
- -3.43%
- 90 Days
- -3.15%
- 365 Days
- 0.19%
- Annualised
- 14.21%
- Start Date
- Jul 10, 2020
- Minimum Investment
- ₹25000
- Sharpe Ratio
- 0.34
Large Cap Momentum
Standalone Strategy
High Volatility
- 30 Days
- -6.93%
- 90 Days
- -5.95%
- 365 Days
- -2.51%
- Annualised
- 21.30%
- Start Date
- Sep 03, 2019
- Minimum Investment
- ₹2 Lakhs
- Sharpe Ratio
- 0.67
Healthcare Momentum
Standalone Strategy
Very High Volatility
- 30 Days
- -3.19%
- 90 Days
- -1.17%
- 365 Days
- 18.40%
- Annualised
- 17.93%
- Start Date
- Jun 11, 2020
- Minimum Investment
- ₹2 Lakhs
- Sharpe Ratio
- 0.54
Cruise
Diversified Portfolio
Very High Volatility
- 30 Days
- -0.54%
- 90 Days
- 3.48%
- 365 Days
- 9.01%
- Annualised
- 20.85%
- Start Date
- Nov 02, 2021
- Minimum Investment
- ₹2 Lakhs
- Sharpe Ratio
- 0.69
MNC Momentum
Standalone Strategy
Very High Volatility
- 30 Days
- -6.46%
- 90 Days
- -6.31%
- 365 Days
- -15.78%
- Annualised
- 17.86%
- Start Date
- Sep 04, 2019
- Minimum Investment
- ₹5 Lakhs
- Sharpe Ratio
- 0.34
Multi Cap Momentum
Standalone Strategy
Very High Volatility
- 30 Days
- -4.87%
- 90 Days
- -3.65%
- 365 Days
- 3.38%
- Annualised
- 24.61%
- Start Date
- Sep 04, 2019
- Minimum Investment
- ₹10 Lakhs
- Sharpe Ratio
- 0.76
Silver Conservative
Diversified Portfolio
Moderately Low Volatility
- 30 Days
- -0.87%
- 90 Days
- 0.03%
- 365 Days
- 3.69%
- Annualised
- 7.46%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹25000
- Sharpe Ratio
- 0.053
Silver Moderate Conservative
Diversified Portfolio
Moderate Volatility
- 30 Days
- -2.29%
- 90 Days
- -1.20%
- 365 Days
- 2.41%
- Annualised
- 9.11%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹25000
- Sharpe Ratio
- 0.18
Silver Moderate Aggressive
Diversified Portfolio
Moderately High Volatility
- 30 Days
- -3.61%
- 90 Days
- -2.36%
- 365 Days
- 1.16%
- Annualised
- 10.53%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹25000
- Sharpe Ratio
- 0.21
Diamond Conservative
Diversified Portfolio
Moderately Low Volatility
- 30 Days
- -0.62%
- 90 Days
- 0.22%
- 365 Days
- 4.03%
- Annualised
- 8.79%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹50 Lakhs
- Sharpe Ratio
- 0.21
Silver Aggressive
Diversified Portfolio
High Volatility
- 30 Days
- -4.91%
- 90 Days
- -3.52%
- 365 Days
- -0.08%
- Annualised
- 11.86%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹25000
- Sharpe Ratio
- 0.23
Platinum Conservative
Diversified Portfolio
Moderately Low Volatility
- 30 Days
- -0.57%
- 90 Days
- 0.27%
- 365 Days
- 3.70%
- Annualised
- 9.02%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹25 Lakhs
- Sharpe Ratio
- 0.22
Gold Conservative
Diversified Portfolio
Moderately Low Volatility
- 30 Days
- -0.30%
- 90 Days
- 0.76%
- 365 Days
- 4.66%
- Annualised
- 8.73%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹10 Lakhs
- Sharpe Ratio
- 0.19
Diamond Moderate Conservative
Diversified Portfolio
Moderate Volatility
- 30 Days
- -1.76%
- 90 Days
- -0.81%
- 365 Days
- 3.08%
- Annualised
- 12.19%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹50 Lakhs
- Sharpe Ratio
- 0.52
Platinum Moderate Conservative
Diversified Portfolio
Moderate Volatility
- 30 Days
- -1.67%
- 90 Days
- -0.68%
- 365 Days
- 2.44%
- Annualised
- 11.91%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹25 Lakhs
- Sharpe Ratio
- 0.49
Gold Moderate Conservative
Diversified Portfolio
Moderate Volatility
- 30 Days
- -1.19%
- 90 Days
- 0.24%
- 365 Days
- 4.27%
- Annualised
- 12.19%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹10 Lakhs
- Sharpe Ratio
- 0.45
Platinum Moderate Aggressive
Diversified Portfolio
Moderately High Volatility
- 30 Days
- -2.80%
- 90 Days
- -1.67%
- 365 Days
- 1.78%
- Annualised
- 14.97%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹25 Lakhs
- Sharpe Ratio
- 0.65
Diamond Moderate Aggressive
Diversified Portfolio
Moderately High Volatility
- 30 Days
- -2.91%
- 90 Days
- -1.82%
- 365 Days
- 2.02%
- Annualised
- 15.62%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹50 Lakhs
- Sharpe Ratio
- 0.69
Gold Moderate Aggressive
Diversified Portfolio
Moderately High Volatility
- 30 Days
- -2.03%
- 90 Days
- -0.19%
- 365 Days
- 3.83%
- Annualised
- 15.28%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹10 Lakhs
- Sharpe Ratio
- 0.55
Diamond Aggressive
Diversified Portfolio
High Volatility
- 30 Days
- -4.04%
- 90 Days
- -2.88%
- 365 Days
- 1.58%
- Annualised
- 18.75%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹50 Lakhs
- Sharpe Ratio
- 0.74
Platinum Aggressive
Diversified Portfolio
High Volatility
- 30 Days
- -3.94%
- 90 Days
- -2.75%
- 365 Days
- 1.09%
- Annualised
- 17.97%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹25 Lakhs
- Sharpe Ratio
- 0.71
Gold Aggressive
Diversified Portfolio
High Volatility
- 30 Days
- -2.88%
- 90 Days
- -0.77%
- 365 Days
- 3.49%
- Annualised
- 18.13%
- Start Date
- Jan 01, 2016
- Minimum Investment
- ₹10 Lakhs
- Sharpe Ratio
- 0.59