Healthcare Momentum
Top 10 Indian Healthcare stocks ranked based on momentum and rebalanced monthly.
Risk Level: Very High
Min Investment: ₹2 Lakhs
30 Days:
0.84%
90 Days:
-0.63%
365 Days:
-3.15%
Annualised:
17.83%
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 | 0.84% | 1.60% |
| 90-day returns | -0.63% | 3.67% |
| YTD returns | 0.69% | -2.10% |
| 1-year returns | -3.15% | 1.11% |
| Returns since inception | 403.97% | 122.88% |
| Annualised returns | 17.83% | 8.47% |
| Sharpe ratio | 0.53 | 0.082 |
| 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.