Galactic Evergreen

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

Factual Returns Information. Please read the Disclaimer Note below.

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

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.