
Galactic Evergreen
Multi-asset tactical Investing for Wealth
Core portfolio designed to create a basic wealth corpus for beginner investors.
- Risk: Conservative and above
- Type: Core Portfolio
- Advisory Fee: 2.0% p.a.
- Min investment: INR 25,000
Portfolio Strategy
Dynamic Asset Allocation
Continuous growth curve with algorithmic change in allocation between equity, gold, and debt.
Tactical Management
Better returns with timing of entries and exits in cyclical asset classes (equity and gold) using algorithms.
Dynamic Market Cap Allocation
Optimized volatility exposure with systematic change in exposure to different market caps.
Barbell Strategy
Lower drawdowns by switching from 100% to 0% exposure to risky assets, generating a time-weighted asset allocation.
Key Parameters
Universe
Exchange Traded Funds (ETFs) - NIFTYBEES, JUNIORBEES, GOLDBEES, & LIQUIDBEES
Holding Period
Medium-term, 5 Years and beyond
Ticket Size
Minimum INR 25,000 and up to INR 25,00,000 (recommended).
Review Frequency
Monthly review for rebalancing and tactical change
Volatility
3 Configurations: SAVE - Low | GROW - Medium | PRIME - High
Model Portfolio
Disclaimer Note: The above charts tables and figures are a tool to communicate factual return information only & should not be seen as an advertisement or promotion of any sort. All factual return information including graphs & numbers are calculated using backtested & live data and include rebalances. Past performance doesn’t include trading costs, applicable taxes, & fees, or in no way guarantees future returns. Actual performance will depend on the exact execution price, costs & taxes which may vary for each investor. Investors should thoroughly understand the investment strategy apart from factual returns information in order to make informed investing decisions.
Get Invested in the Evergreen Portfolio
Suitability
Risk Preferences

- Asset-classes/ Market Cap: Equity (NIFTY 50) | Gold | Overnight Debt
- Peak Volatility: Low

- Asset-classes/ Market Cap: Equity (NIFTY 50 + NIFTY NEXT 50) | Gold | Overnight Debt
- Peak Volatility: Medium

- Asset-classes/ Market Cap: Equity (NIFTY 50 + NIFTY NEXT 50) | Gold | Overnight Debt
- Peak Volatility: High
Risk Capacity

- Instruments: Exchange Traded Funds
- Investment Universe: Multi-asset
Risk Reqruirement
- Investment Style: Dynamic asset allocation
- Waterfall Category: Wealth
Evaluate Your Risk Profile
We employ algorithms to understand your Risk Profile through our proprietary framework called the PCR Triangle®.
Quantamental Investment Objectives

Growth
The inherent drive to thrive as much as others. Attained through exposure to broad-based equity.

Acumulation
The ability to survive through protracted tough times that may happen in the short to long term. Attained through exposure to gold.

Preservation
Preparing for rough patches in a timeframe of up to 1 year in order to meet the need for safety. Attained through exposure to overnight debt.