Investment Strategies
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Financial Momentum
Standalone Strategy
Very High Volatility
30 Days Return
10.70%
90 Days Return
-2.31%
365 Days Return
9.23%
Annualised Return
18.74%
Start Date
Nov 02, 2021
Minimum Investment
₹2 Lakhs
Sharpe Ratio
0.43
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Diamond Aggressive
Diversified Portfolio
High Volatility
30 Days Return
4.70%
90 Days Return
-4.28%
365 Days Return
10.15%
Annualised Return
21.38%
Start Date
Jan 01, 2016
Minimum Investment
₹50 Lakhs
Sharpe Ratio
0.89
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Armour Portfolio
Diversified Portfolio
Moderately High Volatility
30 Days Return
3.93%
90 Days Return
-2.38%
365 Days Return
12.02%
Annualised Return
15.21%
Start Date
Jul 07, 2020
Minimum Investment
₹25000
Sharpe Ratio
0.71
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Static Allocation
Diversified Portfolio
Moderately High Volatility
30 Days Return
3.34%
90 Days Return
-4.40%
365 Days Return
4.04%
Annualised Return
17.38%
Start Date
Jul 10, 2020
Minimum Investment
₹25000
Sharpe Ratio
0.43
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Diamond Moderate Conservative
Diversified Portfolio
Moderate Volatility
30 Days Return
1.78%
90 Days Return
0.03%
365 Days Return
10.34%
Annualised Return
13.51%
Start Date
Jan 01, 2016
Minimum Investment
₹50 Lakhs
Sharpe Ratio
0.65
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Diamond Conservative
Diversified Portfolio
Moderately Low Volatility
30 Days Return
1.73%
90 Days Return
-0.43%
365 Days Return
7.47%
Annualised Return
9.35%
Start Date
Jan 01, 2016
Minimum Investment
₹50 Lakhs
Sharpe Ratio
0.27
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Platinum Aggressive
Diversified Portfolio
High Volatility
30 Days Return
4.48%
90 Days Return
-3.83%
365 Days Return
10.26%
Annualised Return
20.41%
Start Date
Jan 01, 2016
Minimum Investment
₹25 Lakhs
Sharpe Ratio
0.84
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Platinum Conservative
Diversified Portfolio
Moderately Low Volatility
30 Days Return
1.42%
90 Days Return
-1.73%
365 Days Return
6.54%
Annualised Return
9.55%
Start Date
Jan 01, 2016
Minimum Investment
₹25 Lakhs
Sharpe Ratio
0.27
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Gold Aggressive
Diversified Portfolio
High Volatility
30 Days Return
2.71%
90 Days Return
-5.64%
365 Days Return
10.13%
Annualised Return
19.41%
Start Date
Jan 01, 2016
Minimum Investment
₹10 Lakhs
Sharpe Ratio
0.64
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Gold Moderate Aggressive
Diversified Portfolio
Moderately High Volatility
30 Days Return
1.90%
90 Days Return
-3.15%
365 Days Return
10.55%
Annualised Return
16.28%
Start Date
Jan 01, 2016
Minimum Investment
₹10 Lakhs
Sharpe Ratio
0.61
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Platinum Moderate Aggressive
Diversified Portfolio
Moderately High Volatility
30 Days Return
2.88%
90 Days Return
-2.01%
365 Days Return
10.09%
Annualised Return
16.96%
Start Date
Jan 01, 2016
Minimum Investment
₹25 Lakhs
Sharpe Ratio
0.79
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Healthcare Momentum
Standalone Strategy
Very High Volatility
30 Days Return
9.63%
90 Days Return
-6.98%
365 Days Return
19.44%
Annualised Return
18.17%
Start Date
Jun 11, 2020
Minimum Investment
₹2 Lakhs
Sharpe Ratio
0.54
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Large Cap Momentum
Standalone Strategy
High Volatility
30 Days Return
7.83%
90 Days Return
-5.16%
365 Days Return
3.15%
Annualised Return
24.91%
Start Date
Sep 03, 2019
Minimum Investment
₹2 Lakhs
Sharpe Ratio
0.83
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Silver Moderate Conservative
Diversified Portfolio
Moderate Volatility
30 Days Return
1.62%
90 Days Return
-1.79%
365 Days Return
8.09%
Annualised Return
9.89%
Start Date
Jan 01, 2016
Minimum Investment
₹25000
Sharpe Ratio
0.23
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Gold Moderate Conservative
Diversified Portfolio
Moderate Volatility
30 Days Return
1.15%
90 Days Return
-0.69%
365 Days Return
10.61%
Annualised Return
13.78%
Start Date
Jan 01, 2016
Minimum Investment
₹10 Lakhs
Sharpe Ratio
0.57
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Silver Aggressive
Diversified Portfolio
High Volatility
30 Days Return
4.12%
90 Days Return
-3.53%
365 Days Return
7.57%
Annualised Return
13.18%
Start Date
Jan 01, 2016
Minimum Investment
₹25000
Sharpe Ratio
0.27
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Platinum Moderate Conservative
Diversified Portfolio
Moderate Volatility
30 Days Return
1.62%
90 Days Return
-0.17%
365 Days Return
10.10%
Annualised Return
13.34%
Start Date
Jan 01, 2016
Minimum Investment
₹25 Lakhs
Sharpe Ratio
0.63
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Silver Conservative
Diversified Portfolio
Moderately Low Volatility
30 Days Return
1.62%
90 Days Return
-0.21%
365 Days Return
6.29%
Annualised Return
7.88%
Start Date
Jan 01, 2016
Minimum Investment
₹25000
Sharpe Ratio
0.095
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Cruise
Diversified Portfolio
Very High Volatility
30 Days Return
0.89%
90 Days Return
-17.24%
365 Days Return
-3.79%
Annualised Return
23.61%
Start Date
Nov 02, 2021
Minimum Investment
₹2 Lakhs
Sharpe Ratio
0.78
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MNC Momentum
Standalone Strategy
Very High Volatility
30 Days Return
6.65%
90 Days Return
-15.48%
365 Days Return
2.71%
Annualised Return
22.05%
Start Date
Sep 04, 2019
Minimum Investment
₹5 Lakhs
Sharpe Ratio
0.45
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Gold Conservative
Diversified Portfolio
Moderately Low Volatility
30 Days Return
1.12%
90 Days Return
-1.15%
365 Days Return
7.10%
Annualised Return
9.60%
Start Date
Jan 01, 2016
Minimum Investment
₹10 Lakhs
Sharpe Ratio
0.29
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Diamond Moderate Aggressive
Diversified Portfolio
Moderately High Volatility
30 Days Return
3.05%
90 Days Return
-2.51%
365 Days Return
9.91%
Annualised Return
17.58%
Start Date
Jan 01, 2016
Minimum Investment
₹50 Lakhs
Sharpe Ratio
0.83
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Multi Cap Momentum
Standalone Strategy
Very High Volatility
30 Days Return
9.07%
90 Days Return
-16.30%
365 Days Return
-2.32%
Annualised Return
27.67%
Start Date
Sep 04, 2019
Minimum Investment
₹10 Lakhs
Sharpe Ratio
0.86
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Silver Moderate Aggressive
Diversified Portfolio
Moderately High Volatility
30 Days Return
2.83%
90 Days Return
-1.84%
365 Days Return
7.90%
Annualised Return
11.59%
Start Date
Jan 01, 2016
Minimum Investment
₹25000
Sharpe Ratio
0.26