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About Us
Armstrong Capital, we are committed to serving as your one-stop destination for all your financial needs. Our range of services is designed to empower individuals and corporations alike, providing you with the tools and expertise necessary to secure a prosperous financial future.
About UsContact Info
- Armstrong Capital & Financial Services Pvt. Ltd., No 605, 5th Floor, Oxford House, Rustam Baug, Old Airport Road, Bangalore - 560 017
- 9380358305
- reachus@armstrong-cap.com
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Equity Fund Research
When it comes to analyzing equity mutual funds, we utilize a variety of critical metrics to ensure that our recommendations are built on solid foundations:
Active Ratios
We give utmost importance to performance ratios. Before shortlisting any funds, we examine several active ratios, including Alpha, Beta, Turnover Ratio, Sharpe Ratio, and R-Squared Ratio.
Portfolio Overlap
Our in-depth analysis aims to prevent stock overlap within a given fund house. We also avoid recommending two funds with a significant number of common stock holdings to ensure diversification.
Fund Manager Scorecard
We analyze the temperament and investment style of the fund manager, their history of managing funds, the ratio of wins versus losses, and their ability to identify multibagger stocks over a three-year period.
Stock Range
When shortlisting a fund, we consider the diversity or concentration of the portfolio. We ensure that the fund holds a minimum of 40 and a maximum of 70 stocks.
Fund Metrics
We take into account higher active ratios, a larger SIP (Systematic Investment Plan) book, and lower assets under management when shortlisting a fund.
Fund Performance
We assess the fund's volatility, measuring how quickly it rebounds during market upswings and how much less it declines when the market falls.
Debt Fund Research
Composition
We determine the fund's composition by recognizing the percentage of non-convertible debentures, government securities, and state bonds within the fund.
Liquidity
We evaluate the papers held by the fund and assess the extent to which the fund's holdings can be quickly converted to cash, ensuring that your investments remain liquid.
Duration
We assess the average duration of all the papers in the fund, which determines how a change in interest rates impacts fund returns. Longer average maturities
Credit Ratings
We consider credit ratings to gauge the credit risk and quality of the fund. Instruments with 'AAA' ratings carry the least risk, while those with an 'A' rating are riskier. This evaluation allows us to recommend funds that match your risk tolerance.
