Shark Strategy
Sharks are awesome, intriguing, aggressive and even terrifying creatures. Masters of their domain and act like it. Our Shark strategy is suited for someone with a similar mindset, someone who wants to be aggressive and has the ability and willingness to take relatively higher risks.
The primary objective is capital appreciation through compounding at a faster rate, with the knowledge that they'll be periods of of volatility and a Shark has the stomach to absorb it in order to come ahead stronger.
The strategy invests 70-90% in equities and 10% is held in debt or cash.
Live Since 2020-Aug-26
Cumulative Returns
| Lookback (Days) |
Shark
|
Nifty 50 | Midcap 100 |
|---|---|---|---|
| Inception | +85.98% | +50.39% | +70.1% |
| 20 | +3.48% | +6.68% | +7.06% |
| 50 | +8.94% | +10.29% | +9.07% |
| 100 | +32.63% | +18.82% | +23.49% |
| 200 | +79.04% | +34.25% | +55.05% |
| 500 | +85.98% | +50.39% | +70.1% |
| 1000 | +85.98% | +50.39% | +70.1% |
Current Performance
Backtest
Tuning an investment strategy targeting a specific risk-profile is equal parts skill and art. For our aggressive Shark investment strategy, we have tried to strike the right balance between delivering market-beating returns and avoiding steep drawdowns and excessive volatility. Our back-test of the strategy shows that while it may not always beat an index
in the short-term, over
an investment horizon of 3-years or more, it provides for a smoother ride while delivering superior performance.
