• Customized Portfolio for you,
  • Our best 10 Stocks
  • Choose the amount you want to invest
  • 24X7 Monitoring and advising for life
28%
Annual Returns over last 5 years
"You deserve the best returns, doesn’t matter if you know investing or not"

5 year annualized RETURNS

Portfolio Returns*

27.9%

BSE 500*

11.4%

Top 3 Diversified MF^

18.0%

*Annualised returns between Apr 2014 and Oct 2019

^5 year annualised returns.

Back-tested returns between April 2014 and October 2018. Since October the returns are actual.

Past performance is not an indicator of future performance.

Fund Objective

To generate long term capital appreciation from a portfolio invested predominately in good quality companies with good recent financial performance.

The scheme has been designed to generate alpha by investing in good quality companies with excellent financial track record. We use technical indicators to fine tune our entry level to maximise gains in the portfolio. Under this strategy we are willing to buy company even if valuation looks expensive as idea is that good quality companies may command premium, but their financial performance justify the extra premium.

Who should invest?

Investors who aim to generate long term capital appreciation. While there would be periodic churn in the portfolio, this is not a trading product.

Portfolio CONSTRUCT

Portfolio Construct Factors
Number of Stocks
10
Sector Allocation (Max)
40%
Large Cap Allocation (Max)
100%
Mid Cap Allocation (Max)
50%
Small Cap Allocation (Max)
25%
Liquidity Threshold
50 lacs
  • You can look at investing any amount upwards of Rs 1 Lacs
  • We invest in upto 10 stocks on the money you allocate to this portfolio
  • Discipline of portfolio construct is followed at all times
  • You need to execute the trades with your broker
  • We track the portfolio 24x7 and will help you manage this portfolio through its life

Our RIGOUR in stock selection process

ALL Listed companies
Parameters- Over 550 per company
Analysis- Fundamentals, Results, Technical, Sector, Peers, Price
Depth- Over 30 Million data points daily
Rating- Quality, Valuation, Financial Trend and Technical
Over 80% Success Rate across all listed companies

What we check in QUALITY?

Quality
Net Sales
EBIT to Interest
ROCE/ROE
Operating Profit (EBIT)
Debt to EBITDA
Tax Ratio
Debt to Equity
Promoter Pledged Holdings
Sales to Capital Employed
Institutional Holdings
Fixed Assets to Total Assets
Related Party Transactions to Sales
The factors presented are for Non-Banks and non-Finance companies
Operating CF to Net Profit

What we check in VALUATION?

Fundamental Valuation

  • We create a dynamic nonlinear regression model to take into account the ideal price multiple at which the company should be trading at basis its fundamentals, sectors, debt and compare it with the current multiples of the stock
  • Basis the divergence from the justified multiple and the actual multiple we calculate the premium/discount that the stock is trading at

Past Comparison

  • We compare the current premium/discount which the company is trading at vs its past premium

PEG

  • Latest PEG is compared with the company’s past PEG

High Dividend Upgrade

  • Company’s whose divided yield is more than 50% of 10-year Gsec are upgraded

Extreme Overrides

  • We have put maximum (wide) limits to downgrade companies if they are trading at very high levels

What we check in FINANCIAL TREND?

Key Factors Key Factors Key Factors
Net Sales
Operating Cash Flow Capital Adequacy Ratio
Other operating income
Operating CF per share Gross NPA (%)
Depreciation
ROCE Net NPA (%)
Interest
ROE Credit Deposit Ratio
Interest Coverage Ratio
Debt-Equity Ratio NII
Operating Profit
Inventory Turnover Ratio CASA
Operating Profit Margin
Debtors Turnover Ratio
PBT
Dividend per share
PAT
Dividend Payout Ratio
EPS
Promotor pledged shares
Non-Operating Income
Promotor Holding
Cash and Equivalents
FII Holding
Debtors
DII Holding
Inventory
Raw Material Cost
Loans and Advances
Employee Cost

What we check in TECHNICALS?

Factor Period
Moving Average Convergence Divergence (MACD)
Weekly and Monthly
Relative Strength Index (RSI)
Weekly and Monthly
Bollinger Bands
Weekly and Monthly
Know Sure Thing (KST)
Weekly and Monthly
Dow Theory
Weekly and Monthly
On Balance Volume (OBV)
Weekly and Monthly
Moving Averages
Daily

How do we ENTER & EXIT stocks

Entry Criteria

A stock needs to satisfy all the below parameters:

  • Good Quality
  • Recent Financial performance has to be good
  • Reasonable Valuation
  • Technical indicators suggesting uptrend
  • Liquid Stocks - Minimum daily traded value of Rs. 50 lacs

Exit Criteria

Any one of the below will trigger an exit of the stock

  • When Quality turns Bad
  • Current Quarterly Performance is Poor
  • Valuation becomes Very Expensive
  • Technical indicators turns Bearish
  • Relative underperformance against relevant benchmark indices against a predefined threshold limit

FREQUENTLY ASKED QUESTIONS

Portfolio Returns*

27.9%

BSE 500*

11.4%

Top 3 Diversified MF^

18.0%

*Annualised returns between Apr 2014 and Oct 2019

^5 year annualised returns.

Back-tested returns between April 2014 and October 2018. Since October the returns are actual.

Past performance is not an indicator of future performance.

You can invest between Rs 1 lac to Rs 1 crore

24x7 monitoring of stocks

MarketsMojo’s analysis engine runs 24x7 and monitors the developments in the portfolio stocks and other stocks in the market.

We start tracking the stocks across multiple factors relating to Mojo parameters, stock movement etc. as soon as you save the model portfolio.

We will ask you to move out of a stock if its own parameters deteriorate after investment and not because a new top stock has entered.

We will send an email whenever a change needs to be made in the portfolio. For replacement stock a subsequent email for replacement will be sent the next day.

This change will also be reflected on your saved model portfolio transactions page.

The Two USPs of Markets Mojo are - Big Data Analysis and Unbiased Investment Approach.

Big Data Analysis processing more than 500 data points on each company daily

Each listed company is graded on 4 Key Mojo Parameters of

Quality: Long Term Fundamental Strength

Valuation: Attractiveness of stock at current price

Financial Trend: Latest Quarterly Result Performance

Technicals: Price and Volume Trend

After the refining process of Mojo Analysis, the Investment committee takes a call on each stock which is added or removed from the Model Portfolio List.

Unbiased Investment Approach

Being an automated process we avoid the biggest Investment Trap- Human Biases.

We follow a Disciplined & Process-driven approach which does not allow biases to creep in to the investing process Clients should follow the process diligently to achieve the intended returns.

For every user a unique portfolio will be generated within seconds basis his

  • Timing of Investment
  • Amount of Investment
  • Unique Daily portfolio does not mean there is churn every day
  • A stock will be churned only if its own parameters deteriorate

Model portfolio will be generated based on the top stocks as per Mojo Strategy at the time of investment.

A new model portfolio is generated each day and users who enter at different points in time can have a different portfolio.

Once a user saves a portfolio, he is then tracked basis the stocks that were suggested and any churn based on the parameters of these each stock.

A new portfolio does not mean that stocks in the previous portfolio have deteriorated, it simply means that at any given point of time we would help users invest in the highest rated stocks at that time.

Currently the model portfolio is a 10 stock, equally weighted strategy which is diversified across

  • Market Cap Categories
  • Sectors
  • Stocks

At the moment you can only save 1 Model Portfolio. If you need to create a new model portfolio, you will need to delete the existing portfolio and create a fresh one.

No, MarketsMojo will not execute the trades.

At MarketsMojo, we help you create and maintain a model portfolio, you are free to transact with the broker of your choice.

We will send an email whenever a change needs to be made .

This change will also be reflected on your saved model portfolio transactions page.

For return calculations and further tracking we will assume that you have executed the suggested changes.

Based on your executed prices your actual returns may vary from the returns displayed in the model portfolio.

Since you need to execute the trades with your broker, we do not know if you have actually executed these trades.

Hence, we assume that you have taken portfolio actions as suggested and base our future suggestions on this assumption.

No, this is a new portfolio

If you want to make improvements to your existing portfolio, please check the Portfolio Optimizer.

We would suggest an investment horizon of 3 to 5 years in the strategy.

There would be multiple entry and exits throughout the life of the product, we would strongly suggest that you follow the strategy changes in a disciplined manner, else the expected and actual returns may be different.

No, we do not provide target price or holding period on individual stock.

We would suggest changes to the portfolio if there is a change in fundamental or technical variables of the underlying stock.

There would be multiple entry and exits throughout the life of the product, we would strongly suggest that you follow the strategy changes in a disciplined manner, else the expected and actual returns may be different.

Yes, additional investment is allowed up to a max total value of Rs. 1 crore.

Currently, you cannot do partial withdrawal from the portfolio.

There are no guaranteed returns from the strategy.

This product is linked to movements in Equity Markets which can be volatile.

Please read the disclaimers before investing.

{{global_msg.msg}}