Healthcare Momentum
Top 10 Indian Healthcare stocks ranked based on momentum and rebalanced monthly.
Risk Level: Very High
Min Investment: ₹2 Lakhs

30 Days Return:
0.17%

90 Days Return:
6.76%

365 Days Return:
-3.60%

Annualised Return:
18.53%
Strategy Specifications
Strategy Inception Date | June 11, 2020 |
Min Investment | ₹2 Lakhs |
Strategy Type | Standalone Strategy |
Asset Classes | Equity |
Universes | Large Caps Multi Caps |
Investment Styles | Momentum Sector Specific Rotation |
Markets | India |
Instruments | Equity |
Rebalancing Frequency | Monthly |
Volatility | Very High |
Strategy Description
A concentrated portfolio of top 10 stocks that score high on momentum factor based on the universe of Indian pharmaceutical, diagnostic and hospital companies.
Asset Allocation
Strategy Selection
Category | Weight |
---|---|
Healthcare Momentum | 100.00% |
Healthcare Momentum | FBC Generic Healthcare Benchmark | |
---|---|---|
30-day returns | 0.17% | 0.05% |
90-day returns | 6.76% | 5.18% |
YTD returns | 4.28% | -2.09% |
1-year returns | -3.60% | -0.58% |
Returns since inception | 421.91% | 122.92% |
Annualised returns | 18.53% | 8.60% |
Sharpe ratio | 0.56 | 0.089 |
Max drawdown percent | -26.89% | -38.77% |
Disclaimers
Historical simulations or live model portfolio performance is provided for informational purposes only to indicate historical performance had Flameback Strategies been available to investors.