Mi MT Allcap completes 5 glorious years
For starters, Mi MT Allcap is a core strategy designed for your long-term financial goals. This strategy follows a medium-term risk approach that is primarily built to perform well in all market conditions – be it flat, down, or up and covers all subsegments of the market, including large cap, mid cap, and small caps (criteria being all stocks above 1000 cr market cap).
Mi MT Allcap in a nutshell
Mi MT Allcap is an absolute momentum based core strategy designed for your long-term financial goals. This strategy follows a medium-term risk approach that is primarily built to perform well in all market conditions – be it flat, down, or up and covers all subsegments of the market, including large cap, mid cap, and small caps (criteria being all stocks above 1000 cr market cap).
The strategy organically ensures survival of the fittest where winners thrive, while losers are dropped early. The most important USP is the strategy’s ability to dynamically move to cash whenever the markets experience a steep decline.
Let’s see how has the strategy performed in the last five years compared to the benchmark:
Basic Metrics
Biggest Winners & Losers in the last 5 years
Two important points to highlight would be ;
– The sheer size of the winners compared to that of the losers. You can see that the biggest winners are in the range of 350% to 480% while the biggest losers are pretty low in the range of 22% to 40%.
– The holding period on the winners are also on the high side between 378 days and as long as 528 days while the losers holding period ranges between as low as 7 days to 91 days.
This demonstrates the strategy’s focus on allowing winners to run while cutting short losers.
Special Anniversary Offer
Special Anniversary Offer on Mi_MT_Allcap, get 25% off on subscription fees, Use Code: ALLCAP25 valid till 26th Nov’23
WEEKENDINVESTING ANALYTICS PRIVATE LIMITED is a SEBI registered (SEBI Registration No. INH100008717) Research Analyst
Disclaimer: Investment in securities market are subject to market risks. Read all the related documents carefully before investing. The content in these posts/articles is for informational and educational purposes only and should not be construed as professional financial advice and nor to be construed as an offer to buy /sell or the solicitation of an offer to buy / sell any security or financial products.
Disclosures: Link
You may want to read
India’s Consumer Boom Unveiled
Top Highlights of FY24 from Niveshaay smallcase
What’s the hype about Value and Momentum?
