Galactic Target

Achieve goals using dynamic market-cap allocation with equities and debt

Suitability

Preference, Capacity and Requirement

Expected Returns

5 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

  • Medium-term Capital Growth through Largecap and Midcap Companies.
  • Suitable for: Moderately Aggressive & Aggressive risk profiles.
  • Exposed to NIFTY50, NIFTY NEXT50, NIFTY MIDCAP100, and Government Overnight Funds.

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Galactic Target PRIME smallcase by Modulor Capital

Grow

  • Medium-term Capital Growth through Largecap Companies.
  • Suitable for: Moderately Conservative & Balanced risk profiles.
  • Exposed to NIFTY50, NIFTY NEXT50, and Government Overnight Funds.

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Galactic Target GROW smallcase by Modulor Capital

Save

  • Medium-term Capital Growth through Largecap Companies.
  • Suitable for: Conservative risk profiles.
    Exposed to NIFTY50 and Government Overnight Funds.

Invest Now

Galactic Target SAVE smallcase by Modulor Capital

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

1, 3, and 5 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 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-portfolios 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.
Prime


Grow


Save


Invest in the Evergreen Portfolio

You can invest through your existing broker integrated with our partner Administration Platforms.

Galactic Target PRIME smallcase by Modulor Capital

Galactic Target GROW smallcase by Modulor Capital

Galactic Target SAVE smallcase by Modulor Capital

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