Fluid Hurricane

Risk-seeking Value Investing - Quantamental Focused-equity

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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

Quantamental Construction in 5 Stages
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

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 Hurricane Portfolios

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

Hurricane 2026MAR - Risk-Seeking VALUE smallcase by Modulor Capital

Hurricane 2025DEC - Risk-Seeking VALUE smallcase by Modulor Capital

Hurricane 2025SEP - Risk-Seeking VALUE smallcase by Modulor Capital

Hurricane 2025JUN - Risk-Seeking VALUE smallcase by Modulor Capital

Hurricane 2025MAR - Risk-Seeking VALUE smallcase by Modulor Capital

Start a Wealth Conversation

Talk to an adviser to know more or to get invested with us.

Set up a 1-on-1

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
Aggressive
PCR - Aggressive

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

Risk Capacity
Aspiring Rich & above
PCR - Aspiring Rich

  • Instruments: Stocks
  • Investment Universe: India Stocks above INR 1B, Focused-equity

Risk Reqruirement
Wealth Waterfall
PCR - Wealth Waterfall

  • 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®.

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Quantamental Investment Objectives

Investment Objectives - Capital-appreciation
Capital-appreciation

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

Investment Objectives - Profit-generation
Profit-Generation

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

Read More about Quantamental Investment Objectives

Quantamental Algorithms Deployed

The Hurricane portfolio is constructed using the algorithms from the Fluid Suite.
Hurricane

Value-cycle algorithm for Indian equity

COMING SOON: Read More about Fluid Suite Algorithms