
Fluid Hurricane
Risk-seeking Value Investing - Quantamental Focused-equity
Satellite portfolio designed for risk-seeking value investing to create wealth for aspiring rich, and established rich investors.
- Risk: Aggressive and above
- Type: Satellite Portfolio
- Advisory Fee: 2.5% p.a.
- Min investment: INR 50,000 per Quarter
Portfolio Strategy
Tactical Stage
Follows the Value Market-cycle of the Nifty Allcap Index.
Red-flag Stage
Avoids fundamentally over-valued companies.
YelloW-flag Stage
Quantitatively ranks securities on multiple value factors.
Green-flag Stage
Technically selects securities showing high potential mean-reversion momentum & distribution patterns.
Risk-management Stage
Staggers positions as per individual signals and portfolio diversification rules.
Key Parameters
Universe
India Focused-equity: Market Cap above INR 1B | Gold | Overnight Debt.
Holding Period
Short-term, 3 Years
Ticket Size
Minimum INR 50,000 and up to INR 10,00,000 (recommended) per batch per quarter.
Review Frequency
Quarterly review for rebalancing and tactical change
Volatility
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.
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Suitability
Risk Preferences

- Asset-classes/ Market Cap: Equity (Market Cap above INR 1B) | Gold| Overnight Debt
- Peak Volatility: Medium
Risk Capacity

- Instruments: Stocks
- Investment Universe: India Stocks above INR 1B, Focused-equity
Risk Reqruirement
- Investment Style: Value
- 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

Capital-appreciation
The investment objective to take suitable risk in order to appreciate capital faster than others is Capital-appreciation.

Profit-Generation
The investment objective to generate surpluses from accumulated capital in order to spend on non-essential things/experiences.