HighWall portfolio consists of stocks which have given positive alpha compared to its benchmark. It follows momentum philosophy and gives the investor exposure to on the run stocks. No short selling & no stock lending.
- E-mail info@smartboxadvisors.com
- Location 136-138 Orchard Corporate Park, Goregaon | 187, DSA Lane, JSS Road
HighWall - SmartBox Advisors
Strategy that invests in On The Run stocks & filters out losing stocks
| TIRED |
| of your Portfolio not performing and the market at its peak. |
| of your mutual fund managers excuses of the low performance of your mutual fund |
| of seeing the index reaching the atmosphere but stock portfolio not giving enough return |
Excellent Outperformance
On 5 year basis, 100% of the time our portfolio has outperformed its Benchmark Nifty 500.
Better Sharpe Ratio & Beta
Sharpe Ratio is higher than Benchmark at 0.15 and Beta tested to be resilient during turmoil.
Portfolio Outperformance90.91%
Of time our HighWall Strategy Outperformed Nifty500
Of time our HighWall Strategy Outperformed Nifty500
| Absolute Rolling Return | ||
|---|---|---|
| 72.55 | 71.58 | 44.58 |
| 2014-16 | 2015-17 | 2016-18 |
| Annualized 3 year Return (3 Year CAGR) | ||
|---|---|---|
| 19.94 | 19.72 | 13.08 |
| 2014-16 | 2015-17 | 2016-18 |
Sector Weights & Top Holdings
| Top 5 Holdings | % |
|---|---|
| H.E.G. Ltd. | 9.59 % |
| Graphite India Ltd. | 6.44 % |
| NIIT Technologies Ltd. | 4.90 % |
| Radico Khaitan Ltd. | 4.50 % |
| V.I.P. Industries Ltd. | 3.95 % |