Galactic Evergreen

Multi-asset tactical Investing for Wealth

null

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

Notes:

  1. All performance graphs & numbers are calculated using backtested & live data and include rebalances.
  2. Past performance doesn’t include costs and fees or guarantee future returns.
  3. The above graphs are calculated on the close/average price of stocks and ETF instruments. Actual performance will depend on exact execution.

Get Invested in the Evergreen Portfolio

Invest with your existing brokerage account through our partner platform, smallcase.

Evergreen SAVE smallcase by Modulor Capital

Evergreen GROW smallcase by Modulor Capital

Evergreen PRIME smallcase by Modulor Capital

Suitability

The volatility, ticket size, and purpose of the portfolio are determined by its exposure to asset classes, instruments, and investment styles employed respectively. Combined together, these parameters describe the suitability of the strategy.
Risk Preferences
Save
PCR - Conservative

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

Grow
PCR - Balanced

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

Prime
PCR - Aggressive

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

Risk Capacity
Beginner Investor
PCR - Beginner Investor

  • Instruments: Exchange Traded Funds
  • Investment Universe: Multi-asset

Risk Reqruirement
Wealth Waterfall
PCR - Wealth Waterfall

  • 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®.

Submit Profile

Quantamental Investment Objectives

Investment Objectives - Growth
Growth

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

Investment Objectives - Accumulation
Acumulation

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

Investment Objectives - Preservation
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.

Read More about Quantamental Investment Objectives

Quantamental Algorithms Deployed

The Evergreen portfolio is constructed using the algorithms from the Galactic Suite.
Cygnus

Growth-cycle algorithm for global primary market cap indices

Perseus

Growth-cycle algorithm derived from Cygnus algorithm for global secondary market cap indices

Sagittarius

Value-cycle algorithm for leading global commodities and currencies.

COMING SOON: Read More about Galactic Suite Algorithms