Sharpe Ratio above 2.3 - Equity Portfolios - Sai Praveen

Portfolio Bot
Offers
Avail discounts up to ₹52500 on your first annual subscription plan. Refer the offers page to access applicable discount coupons.

Portfolio Bot

Offers

Avail discounts up to ₹52500 on your first annual subscription plan. Refer the offers page to access applicable discount coupons.
Switch to desktop mode for a better viewing experience.

Equity Portfolio Plans

How to Subscribe

Offers

Do’s and Don’ts

About

Wisdom

Search for:

Login / Register

Cart / ₹0.00 0

No products in the cart.

Return to shop

0

Cart

No products in the cart.

Return to shop

Equity Portfolio Plans

How to Subscribe

Offers

Do’s and Don’ts

About

Wisdom

Home / Product Historical Sharpe Ratio / Sharpe Ratio above 2.3

Filter

Showing all 3 resultsSorted by price: low to high

To determine the most suitable, optimal plan for your needs, apply the portfolio attribute filters below in the order of your priorities.

Remove All Filters

Minimum Annual Investment Capital

Larger capital simplifies the process of achieving optimal stocks weightage within the portfolio and provides more options to choose lower-risk plans, supporting a balanced approach between capital growth and capital preservation. Subscription plans are available for an investment amount starting from ₹10,000 and can accommodate investments exceeding ₹1.5 Crores. Plans tailored for investments of ₹50 lacs and above are also well-suited for larger investments, supporting investments up to ₹50 crores.

Capital above ₹ 16,00,000 (2)
Capital above ₹ 30,00,000 (1)

Portfolio Risk

Portfolios with higher risk levels are tailored for investors with a greater risk appetite, aiming for superior risk-adjusted long-term growth. While these portfolios focus on maximising returns over the long term, they are also characterised by increased volatility and short-term fluctuations, requiring investors to have a higher risk tolerance to withstand potential drawdowns or losses during exit. Conversely, portfolios with lower risk levels emphasise capital preservation, offering greater stability and reduced volatility, though with more modest long-term returns—making them suitable for investors prioritising security and steady growth over higher risk-adjusted gains. Portfolio Risk levels that can be chosen range from 3% to 70%.

Risk Tolerance Illustrations

Risk involved is morethan 65% (1)
Risk involved is morethan 70% (2)

ETFs Composition in the Portfolio

A higher allocation to ETFs in the equity portfolio improves diversification, provides exposure to both domestic and foreign Equity ETFs, and reduces overall risk. However, it may also restrict the potential for achieving higher alpha returns. Equity ETF composition levels range from 0% to 80% by the value of investment (and 0% to 40% by the portfolio size).

ETFs Composition is 0% (3)

Ideal Investment Tenure

The greater the risk associated with a portfolio, the longer the investment horizon needed to buffer against short-term market volatility and harness the potential for superior long-term returns. Similarly, even low-risk portfolios require a minimum of 5 years to accumulate meaningful capital appreciation, given the time needed for growth and compounding effects to manifest.

15 or more years (2)
12 or more years (1)

Portfolio Size

A larger portfolio size enhances diversification across multiple companies, industries, asset classes, and securities with diverse characteristics, thereby typically reducing overall risk. The available options for portfolio size selection are 5, 10, 15, 20, 25, 30, 35, 40, 45 and 50 securities.

10 Equity Scripts (1)
5 Equity Scripts (2)

Stock Group Titles

Stock group titles available for selection include 14 titles under 'MarketCap', 26 titles under 'Theme', 18 titles under 'MixedSectors', and 18 titles under 'Industry' categories.

MarketCap - Nifty Futures (1)
Theme - GrowthConfidence (1)
Theme - Institutional Investors Confidence (1)

Annual Subscription Fee

Subscription Fee Below ₹ 40,000 (2)
Subscription Fee Below ₹ 75,000 (1)

Backtest Results - Sharpe Ratio

The Sharpe Ratio is a quantitative metric used to evaluate risk-adjusted performance. It is frequently employed by investors to assess the efficiency of investment portfolios. A higher Sharpe Ratio signifies superior risk-adjusted returns, indicating that the investment yields greater returns relative to its associated risk.

Note: This information is furnished solely as factual data derived from backtested results to support investors in selecting a subscription plan that correspond with their risk profile. It should not be interpreted as an endorsement, advertisement, or a forecast of future performance.

The available options for Historical Sharpe Ratios are in the range -2.5 to 2.5

Sharpe Ratio Illustrations

Backtest Results - Maximum Recovery Cycle Duration

The maximum recovery cycle duration represents the longest observed period taken by a specific portfolio to fully recover from a substantial decline. This metric serves as a critical indicator for evaluating the patience and resilience necessary for investments, offering valuable insights into potential timeframes for recovery following downturns. The maximum recovery periods may range between 1 quarter to 20 quarters.

Note: This information is furnished solely as factual data derived from backtested results to assist investors in selecting a subscription plan that correspond with their patience levels and risk profile.

More than 5 Quarters (1)
More than 6 Quarters (2)

Remove All Filters

Quick View

5 Equity Scripts Long Term Growth Model Portfolio | MarketCap – Nifty Futures | Rebalancing Monthly | Risk involved is morethan 70% | ETFs Composition is 0% | 12 Months Subscription Plan
Rated 0 out of 5
₹36,212.00 every year
Subscribe Now

Quick View

5 Equity Scripts Long Term Growth Model Portfolio | Theme – Institutional Investors Confidence | Rebalancing Monthly | Risk involved is morethan 70% | ETFs Composition is 0% | 12 Months Subscription Plan
Rated 0 out of 5
₹37,705.00 every year
Subscribe Now

Quick View

10 Equity Scripts Long Term Growth Model Portfolio | Theme – GrowthConfidence | Rebalancing Monthly | Risk involved is morethan 65% | ETFs Composition is 0% | 12 Months Subscription Plan
Rated 0 out of 5
₹74,466.00 every year
Subscribe Now

M R Sai Praveen

Securities Market Research Analyst

SEBI Registration: INH000023560

BSE Enlistment: 6787

+91 - 99166 31199
support@shubhaang.com

#12, Sai Northwood Layout, Gantiganahalli,
Yelahanka, Bangalore - 560064

Discount Coupons How to Subscribe

Do's and Don'ts Terms and Conditions Standard Disclosures Privacy Policy Refund Policy Grievance Redressal

SEBI Scores Smart ODR

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI and enlistment with BSE in no way guarantee the performance of our services or provide any assurance of returns to investors.

Search for:

Equity Portfolio Plans

How to Subscribe

Offers

Do’s and Don’ts

About

Wisdom

Login / Register

Switch to desktop mode for a better viewing experience.

Compare