Galactic Milestones

Passive Tactical Investing | Broad-based & Multi-asset Universe | Dynamic Market-cap Allocation | Monthly Review

Suitability

Preference, Capacity and Requirement

Expected Returns

10 Year Rolling Returns in comaprison to respective benchmarks including live and backtested results.

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3 Configurations

Available in 3 configurations - Concervative (C), Balanced (B) & Aggressive (A) suitable for different Risk Profiles

Prime

  • Long-term Capital Growth through Largecap and Midcap Companies.
  • Suitable for: Moderately Aggressive & Aggressive risk profile.
  • Exposed to NIFTY50, NIFTY NEXT50, MIDCAP150 and Equity Arbitrage.
Grow

  • Long-term Capital Growth through Largecap Companies.
  • Suitable for: Moderately Conservative & Balanced risk profile..
  • Exposed to NIFTY50, NIFTY NEXT50, and Equity Arbitrage.
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  • Long-term Capital Growth through Bluechip Largecap Companies.
  • Suitable for: Conservative risk profile.
  • Exposed to NIFTY50 and Equity Arbitrage.

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Equity Curve

The Log Equity Curve since inception in comaprison to respective benchmarks including live and backtested results.

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The Log Equity Curve exhibits the performance of the strategy during major up-swings and down-turns of the market including bear markets and crashes. The curve is exclusive of any fees, transaction costs, and taxes. The graph is updated at the end of each month.

Portfolio Features

Solutions, System & Strategy

Performance Metrics

Performance Metrics in comaprison to respective benchmarks including live and backtested results.

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Performance Metrics are exclusive of any fees, transaction costs, and taxes. The statistics are updated at the end of each month.

Recent Returns

3, 5, and 10 Year Returns in comaprison to respective benchmarks including live and backtested results.

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Recent Returns are exclusive of any fees, transaction costs, and taxes. Recent Returns are not always indicative of portfolio performance in the future. The graph is updated at the end of each month.

Dynamic market-cap Allocation

Dynamic Market Cap allocation varies allocation between market cap basis a formula that is linked to a set of variables such as time, economic measures, ratios, etc.

  • Inter-asset Dynamic Asset Allocation: The portfolio dynamically allocates capital between the Cygnus sub-portfolio’s primary asset (EQUITY) and alternate asset (ARBITRAGE). The change is triggered when the Tactical status of any of the Index changes from in-market to out-of-market or vice versa. When all the market caps are out-of-market and the market is likely to face volatility, the portfolio chooses volatility exposure (equity arbitrage) as the preferred option.
  • Intra-asset Dynamic Allocation: Within the Cygnus sub-portfolio capital is allocated to different market caps based on a formula to maximize the output of the Growth asset – equity.
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