Equity Advisory

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Saturday, 26 June 2021

Quantamental - Updates for the month

Q30 is having a flattish month after giving up gains notched up in the 1st half of the month. up 1.98% so far in June. Trailing returns for different periods are below: 

Q10 is having another stellar month and is up 8.48% so far in June. Trailing returns for different periods are below 

During bull phases, multi-cap momentum portfolios are usually dominated by smallcaps as they tend to have stronger momentum. A balanced portfolio should also have a fair allocation to large and mid-caps as this segment often continues to do well even in periods, in which smallcaps underperform. Q10 accordingly is built as a complementary strategy to the multi-cap diversified Q30 strategy. A mix of Q30 and Q10 ensures diversification across large, mid and small caps and smoothens the equity curve making it easier to stick to the portfolio and enjoy better long-term returns. 

You may follow @quantindia or my handle @a_basumallick Twitter handle for periodic updates. For any queries or feedback, please email us equity@intelsense.in 

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