Momentum Edge

Managed by Momentum Capital

MOMENTUM

PMS

TOP PERFORMER

QUANTITATIVE

Returns (Since Inception)

22.35%CAGR

AUM

12K CrINR

Min Investment

50.0 LINR

Investment Approach

Systematic momentum-based strategy that captures strong trending stocks using proprietary quantitative signals and disciplined risk management. The model identifies stocks with accelerating price and earnings momentum while managing downside through strict stop-losses.

Inception Date2019-01-10

BenchmarkNifty 200

Fee Structure

Fixed Management Fee2.25% p.a.

Performance Fee20% of profits above 12% hurdle

Exit Load2% if redeemed < 6mo, 1% < 1yr

Risk Metrics

Volatility

22.5%

Beta

1.35

Downside Capture

95%

Upside Capture

142%

Arun Kapoor

Principal Officer

Quant-driven investor who blends systematic strategies with deep market intuition.

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Disclaimer

Performance data is strictly for educational purposes. Past performance is not indicative of future results. All returns are TWRR based. Please read all scheme related documents carefully. Investment in securities market are subject to market risks, read all the related documents carefully before investing.

Key Numbers

Sharpe Ratio1.95

Max Drawdown-22.5%

Min Investment50.0 L

Lock-in Period6 Months

Risk LevelVery High

Investor Reviews (76)

Kavita R.

Verified

28/11/2025

The systematic approach really works. Best risk-adjusted returns I've seen in any PMS.