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:
4.91%
90 Days Return:
7.89%
365 Days Return:
18.77%
Annualised Return:
18.60%
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 | 4.91% | 3.34% |
| 90-day returns | 7.89% | 7.33% |
| YTD returns | 1.43% | -2.59% |
| 1-year returns | 18.77% | 16.34% |
| Returns since inception | 405.81% | 119.91% |
| Annualised returns | 18.60% | 8.65% |
| Sharpe ratio | 0.56 | 0.091 |
| 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.