#MWM Vs Benchmarks.

MWM Performance Graph

We received a feedback that on smallcase our equity curve is compared only with Nifty and Nifty Multicap whereas our mandate is to do momentum investing and therefore should be compared with momentum indices.

Here is our performance update Vs benchmarks. I took the liberty to include any index which remotely looked like our benchmark. We have included. Nifty 200 Momentum 30, MTUM , Invesco ETF,

Nifty Multicap and even Marketsmith model portfolio

 


Our closest benchmark happens to be Marketsmith canslim model which is 15500 basis points behind!!!!

You can check out and download our factsheet and performance data from HERE