Portfolio Health Assessment - (27th Sep 2021 - 1st Sep 2021)

Portfolio Links

Model 1 Performance     (To know more about it click here)

Model 2 Performance    (To know more about it click here)     

Model 3 Performance    (To know more about it click here)     

Nifty Future Long-Short Strategy Performance   (To know more about it click here)

Weekly Portfolio Performance Chart

This week, Nifty is down by -1.8%. This week was a bearish one. The Nifty index remained in a downtrend at the end of the week.

The Nifty Index hit 17452.90 on the lower side and hit 17943.50 on the upper side and ended at 17532.05

Model 1, Model 2 & Model 3

Model 1 & 3 are up 3.08% and 0.64% respectively this week. Model 2 is down -0.78% this week. Model 1, 2 & 3 have outperformed the index by 4.88%, 1.02% and 2.44% respectively.

Nifty Long-Short

The Nifty Index Long-Short strategy has ended up in red by 0.80%.

Next Week Update

There is no change for Model 2 and Model 3 for the next week. There are 2 changes for Model 1. 

The current position for the Nifty Long-Short Strategy is Short.

Long term Performance Summary

Model 1, 2 & 3 have clocked 6.51%, 0.71% and 14.22% return respectively in Sept 2021 compared to 2.84% return in the Nifty 50 Index.

Nifty Long-Short has gained momentum and captured most of the index up move and up 3.73% in Sept 2021.

Both Model 1 & 2 have outperformed the NIFTY in YTD 2021. Model 1 & 2 each gave a return of 63.92% & 52.61% respectively vs. Nifty's return of 25.39% YTD.

Model 3 has outperformed the Nifty Midcap Index in the same period by giving twice return compared to Index.

Nifty Long-Short year-to-date (From 1st Jan 2021) return is now below the index with 0.64% as compared to the 25.39% of the Index.

Model 1 and Model 2 both are live from 13th July 2020 while the Index Long-Short strategy has been live from 14th August 2020. Model 3 is live from 12th July 2021.

Model 1 and 2 are up 142.39% and 108.60% respectively from inception. For the same period, the Nifty Index is up 62.29%. Both the Models have hit the all-time high mark this week.

The Nifty long-Short strategy is up 67.22% and 124% on the margin money.

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