Healthcare Momentum
Top 10 Indian Healthcare stocks ranked based on momentum and rebalanced monthly.
Risk Level: Very High
Min Investment: ₹1 Lakh
30 Days Return:
6.18%
90 Days Return:
12.64%
365 Days Return:
18.52%
Annualised Return:
18.67%
Strategy Specifications
| Strategy Inception Date | June 11, 2020 |
| Min Investment | ₹1 Lakh |
| 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 | 6.18% | 2.43% |
| 90-day returns | 12.64% | 9.63% |
| YTD returns | 0.83% | -4.23% |
| 1-year returns | 18.52% | 14.21% |
| Returns since inception | 404.65% | 118.04% |
| Annualised returns | 18.67% | 8.59% |
| Sharpe ratio | 0.56 | 0.088 |
| 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.