Galactic Evergreen Prime

Medium-term Capital Growth through Multi-asset HIGH-return approach using ETFs

Overview

The Evergreen PRIME portfolio is exposed to Indian Equities through broad-based indices, U.S. Equities though specialized indices, and gold in order to grow and accumulate capital with dynamically-allocated and tactically managed assets so as to maximize returns.

Core Investment Objectives

of the Evergreen GROW Portfolio

Rolling Returns

The Evergreen PRIME Portfolio shows superior 5 Year Rolling Returns in comaprison to NIFTY100 (benchmark)

Invest Now

Invest in the Evergreen PRIME Portfolio through smallcase


Galactic Evergreen PRIME smallcase by Modulor Capital

Recent Performance

1, 3 and 5 Year Equity Curves

5 Year

Equity Curve

3 Year

Equity Curve

1 Year

Equity Curve

Portfolio Features

Solutions, System & Strategy

Solution

Investment Objective

Core Portfolio
  • Accumulate and Grow wealth with a time horizon of 5 years and beyond
  • Gain by investing in Multi-asset & Multi-strategy portfolios
  • Start with a minimum lump sum and add more using SIP or lump sum at any schedule
System

Parameters

Broad-based Equity | Multi-asset
  • 4 ETFs (NIFTYBEES, JUNIORBEES, GOLDBEES & LIQUIDBEES)
  • Quantitative ✓ | Fundamental ✕ | Technical ✓
  • Monthly Signal Review
  • Low Churn
  • Delivery-based & Long-only
  • Majority of trades fall under LTCG
Strategy

Investment Process

Multi-Algorithm
  1. Dynamic Asset Allocation
  2. 2-D Diversification for 2 Asset creating 1 Risk Configurations
  3. Strategic & Tactical Barbell Principle
  4. Tactical Management for Growth & Preservation Assets
Suitability

Preferences, Capacity & Requirements

Risk Preferences

Exposure to volatility

LOW

Suitable for:
Low ✓ | Medium ✓ | High ✓

Risk Capacity

Minimum ticket size of investment

MEDIUM
  • Minimum Capital: 2 lac.
  • Ticket Size: Low ✕ | Medium ✓ | High ✓
Risk Requirements

Minimum Holding Period

5 Years+
  • Medium-term (to be realized after 5 years or beyond)
Applications

Practical Uses

Goals Waterfall
  • Use Expected Returns to compute the CAGR required for goal funding.
  • Goal Attributes: Funding  | Essential | Time-critical
Asset Allocation

Meeting the Investment Objectives of the Evergreen GROW Portfolio

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 Asset Allocation: The portfolio dynamically allocates capital between the Cygnus sub-portfolio, and the Sagittarius 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 the assets are out-of-market and likely to face volatility, the portfolio chooses debt 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.
Comparison with Benchmark

The NIFTY 100 represents the top 100 companies based on full market capitalisation and average daily turnover from the eligible universe.

Equity Curve

The Evergreen PRIME Portfolio exhibits a Continuous Return Profile.

Log Equity Curve

The Log equity curve shows the effect of Tactical Management by smoothening the equity curve especially during bear markets when the likelihood of sharp drawdowns is high.

Performance Metrics

Performance metrics show the clear superiority of the portfolio in comparison to its benchmark.

Recent Returns

Recent Returns are not always indicative of portfolio performance in the future.

Invest in the Evergreen PRIME Portfolio

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

Through smallcase.com

A smallcase is a basket of stocks that reflects an idea.

Galactic Evergreen PRIME smallcase by Modulor Capital

Here is a list of brokers integrated with smallcase .

Through Wealthdesk.in

WealthBasket reflects an investment strategy, theme or an idea.

Coming Soon...

Here is a list of brokers integrated with Wealthdesk

Galactic Suite

Multi-Asset Broad-Market Portfolios for Preservation, Accumulation & Growth
using Exchange Traded Funds

The Galactic Family of Portfolios

When you decide to invest for your future self, be it 10, 20, 30, or 50 years from today, we respect your choice that requires a long-term commitment. During this time you may encounter:

  • Turbulence in the markets
  • Personal challenges

Investment portfolios suffer the greatest damage when these events coincide (need for money and drop in portfolio value). The Galactic Suite provides a comfortable and doable investment journey while avoiding unsavory outcomes using 5 strategies combined to make 5 portfolios for the long to medium term.

Inspiration Behind The Galactic Suite

The Galactic Suite is inspired by The Milky Way galaxy, which has 5 arms in the shape of Golden Spirals. 5 itself is a Fibonacci number.

Correspondingly, the Galactic Suite’s portfolios, are themselves a portfolio of 5 strategies representing the 5 arms of the Milky Way.

Each of these strategies gives exposure to a separate asset class and is named after the arms of the Milky Way galaxy:

  1. Cygnus
  2. Perseus
  3. Sagittarius
  4. Scutum-Crux
  5. Norma