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:
-5.36%
90 Days Return:
-9.17%
365 Days Return:
17.82%
Annualised Return:
17.87%
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 | -5.36% | -4.85% |
| 90-day returns | -9.17% | -4.31% |
| YTD returns | -10.62% | -10.26% |
| 1-year returns | 17.82% | 11.50% |
| Returns since inception | 348.44% | 102.93% |
| Annualised returns | 17.87% | 8.06% |
| Sharpe ratio | 0.52 | 0.059 |
| Max drawdown percent | -26.91% | -38.66% |
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.