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:
0.46%
90 Days Return:
4.94%
365 Days Return:
19.80%
Annualised Return:
18.32%
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 | 0.46% | 3.18% |
| 90-day returns | 4.94% | 5.57% |
| YTD returns | -3.72% | -4.89% |
| 1-year returns | 19.80% | 17.88% |
| Returns since inception | 380.16% | 114.71% |
| Annualised returns | 18.32% | 8.54% |
| Sharpe ratio | 0.54 | 0.085 |
| 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.