Investment Objective:
To achieve long-term capital appreciation through a systematic, data-driven and rules-based momentum approach. The strategy uses portfolio optimization, systematic asset allocation, diversification, hedging and disciplined rebalancing to target competitive risk-adjusted returns while managing risk and drawdowns across different market cycles.
Strategy:
Equity
Indicative Tenure of Investment Horizon :
Long Term
Description of types of Securities
The strategy primarily invests in stocks and Exchange Traded Funds (ETFs), with exposure diversified across sectors, market capitalizations, themes, asset classes and strategies. It may also utilize hybrid funds and precious metals as part of its diversification framework, with the objective of reducing portfolio volatility and enhancing overall risk-adjusted outcomes.
Allocation of the 57Forward Diversified Momentum Portfolio:
- Equity and equity related instruments: 65 - 100%
- Cash and other instruments: 0 - 35%
The strategy uses an optimized blend of stocks and ETFs and diversification across equity, hybrid funds and precious metals.
Clients are not being offered any guaranteed or assured returns.
Risks:
Investments are subject to market risks and may be exposed to volatility and potential loss of capital. Diversification, risk management and hedging are intended to reduce concentration risk, volatility and drawdowns but do not eliminate investment risk. There are no guaranteed or assured returns, and past performance is not indicative of future performance.
Appropriateness of the Benchmark:
The performance would be benchmarked against Nifty 50 TRI. The composition of the benchmark is such that it is most suited for comparing performance of the portfolio.
The Portfolio Manager reserves the right to change the benchmark in future if other benchmark is better suited to the investment objective of the Investment Approach.