Nifty Only Strategy 3
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 services and securities.
Due diligence of the client and their risk profile shall be done before suggesting any of the investment or trading strategies.
Execution of agreement between client and advisory is mandatory.
All the illustrated figure are indicative and does not guarantee any return.
Investment Objective:
- Aim to produce a positive return, over time, irrespective of market conditions.
Investment Strategy:
- The strategy intends to capitalize on short to medium term trends of the Index.
- It is designed in a way to repetitively attempt trades with reasonable stop losses.
- It is a dynamic model with a concept of pyramid (increase equal positions with every move of the market in a favorable direction), largely on the long side, to maximize profits from the trend.
Investor Suitability:
- It is suitable for investors looking for an above normal absolute return with a tolerance for a 25% drawdown (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:
- Investment: Rs. 50 Lakhs for Asset Under Management (AUM) of Rs. 1 Crore. (Ratio 1:2)
- 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
- Since FY 11-12, 5 Positive years and 1 year negative
- Average Returns per unit of Risk for 6 years: 1 : 2.45
Indicative Cumulative Out-performance Graph of the strategy for 6 Years
Combination of Indicative Performance of Investment + Trading
- All the above mentioned figures are indicative which does not guarantee returns in future.
- All figures given are back-tested as per strategy designer and highlighted only to get an idea of the performance & risk and reward of the strategy.
- Investors and Traders need to understand all the characteristics of the model before starting to trade.
- Ideal Tenure for Trading the strategies would be minimum of 18 months.
- Do not trace MTM movements on daily, weekly or Monthly basis.