Only Long with Hedge Strategy - Conservative

Only Long with Hedge Strategy - Conservative

Nifty Only is a SEBI registered (Investment Advisors no. INA000007526) investment advisors who provide thoroughly researched advice for any or all of your financial needs with the help of our team of professional experts with vast domain knowledge and experience.

We intends to be one stop solution for all your financial needs including wealth creation (through different Investment advisory schemes) and catering to other financial requirements.

Due diligence of the client and their risk profile shall be done before suggesting any of the investment or trading advice.

Execution of agreement between client and advisory is mandatory.

All the illustrated figure are indicative and does not guarantee any return.

Investment Objective:
  • To create long term Portfolio with natural hedge that replicates Nifty returns and in the process try to outperform Nifty returns over a longer term period.
  • Thus the core objective of the Strategy is to achieve risk adjusted capital appreciation outperforming Nifty for conservative clients.
Investment Strategy:
  • The Strategy intends to hedge long term investments and also capitalize on Medium to short term Trends of the Index.
  • It is designed in a way to buy long only index and to hedge the same with index.
  • It takes into consideration more parameters (as compared to other Strategies) to enter into the trade.
  • It is quite dynamic.
  • It trades in proportion of 1:1.50 (i.e. 1 Long Nifty Bees and 1.50 Nifty systematic trading on exposure basis) .
Investor Suitability:
  • This strategy is suitable for PMS investors and traders with a view of long term investment and simultaneous hedge (Only Long with Hedge) .
  • (One of the criteria to determine Client risk profile would be on the basis of Ratings of Nifty Only questionnaire with authentic information filled by client).

Investment Approach:
  • Ideal time horizon for Investment / Lock in Period: Minimum 18 Months/No lock in
  • Exit Policy: As per Agreement      Fee Structure: As per Agreement
Performance Highlights
  • Investment: Rs.1Cr for Asset Under Management (AUM) of Rs. 1.5 Cr
  • Since FY 14-15,5 Positive years
  • Average Returns per unit of Risk for 5 years: 1 : 20.55

Indicative Cumulative Gross Out-performance Graph of Only long with Systematic Trading on Capital of Rs. 1 Cr for 5 Years

Worst Scenario Outlook

Indicative details for Period 2014-2019

Combination of Indicative Performance of Investment + Trading