Cruise
Algorithm to spot stocks in high momentum and fundamental filter to shortlist based on quality
Risk Level: High
Min Investment: ₹2 Lakhs
30 Days:
-0.77%
90 Days:
0.99%
365 Days:
0.33%
Annualised:
21.15%
Strategy Specifications
| Strategy Inception Date | Nov. 2, 2021 |
| Min Investment | ₹2 Lakhs |
| Strategy Type | Diversified Portfolio |
| Asset Classes | Equity |
| Universes | Large Caps Money Market Multi Caps Small Caps |
| Investment Styles | Momentum Market Timing Multi- Asset |
| Markets | India |
| Instruments | Equity Debt |
| Rebalancing Frequency | Dynamic Trading |
| Volatility | High |
Strategy Description
The last few years has been a revelation for all of us in the fact that you don't buy stocks which have fallen but the ones that are on the rise. This strategy filters 20 stocks which are experiencing high momentum and every month rebalances the portfolio. Apart from the momentum filter, we use some fundamental criterias to pick higher quality stocks. We hold liquid funds when there are no opportunities
Asset Allocation
Strategy Selection
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