Galactic Prosperity

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

Suitability

Preference, Capacity and Requirement

Expected Returns

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

Prime


Grow


Save


3 Configurations

Available in 3 configurations - Concervative (Save), Balanced (Grow) & Aggressive (Prime) suitable for different Risk Profiles

Prime

  • Long-term Capital Growth through Multi-asset high-return approach.
  • Suitable for: Moderately Aggressive & Aggressive risk profiles.
  • Exposed to NIFTY50, NIFTY NEXT50, Equity Arbitrage, and Gold.
Grow

  • Long-term Capital Growth through Multi-asset balanced return-volatility approach.
  • Suitable for: Moderately Conservative & Balanced risk profiles.
  • Exposed to NIFTY50, NIFTY NEXT50, Equity Arbitrage, and Gold.
Save

  • Long-term Capital Growth through Multi-asset low-volatility approach.
  • Suitable for: Conservative risk profile.
  • Exposed to NIFTY50, Equity Arbitrage, and Gold.

Invest Now

Open a Mutual Fund Investment Account to access this portfolio

Equity Curve

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

Prime


Grow


Save


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.

Prime


Grow


Save


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.

Prime


Grow


Save


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 Asset Allocation

Dynamic Asset allocation varies allocation between asset classes basis a formula that is linked to a set of variables such as time, economic measures, ratios, etc.

  • Inter-asset Dynamic Allocation: The portfolio dynamically allocates capital between the Equity sub-portfolio and the Gold sub-portfolio. The change is triggered when the Tactical status of any of the sub-portfolios changes from in-market to out-of-market or vice versa, thereby balancing between the Growth Asset – equity and the Accumulation Asset – Gold. When both assets are out-of-market and likely to face volatility, the portfolio chooses volatility exposure (equity arbitrage) as the preferred option.
  • Intra-asset Dynamic Allocation: Within the Equity sub-portfolio capital is allocated to different market caps based on a formula to maximize the output of the Growth asset – equity.

Rebalancing

  • The Prosperity portfolio is rebalanced every month to meet the target asset allocation between NIFTY50, NIFTY NEXT50 (NIFTY JUNIOR), GOLD, and DEBT.
  • The default variance from the target asset allocation is 1%.
  • When any of the components undergo a change in Tactical Management, i.e. from in-market to out-of-market (or vice versa), the funds are reallocated to the balance asset classes or are moved to preservation assets i.e. DEBT.
Prime


Grow


Save


Invest in the Prosperity Portfolio

Open a Mutual Fund Investment Account to access this portfolio

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