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
Follows the Value Market-cycle of the Nifty Allcap Index.
Avoids fundamentally over-valued companies.
Quantitatively ranks securities on multiple value factors.
Technically selects securities showing high potential mean-reversion momentum & distribution patterns.
Staggers positions as per individual signals and portfolio diversification rules.
India Focused-equity: Market Cap above INR 1B | Gold | Overnight Debt.
Short-term, 3 Years
Minimum INR 50,000 and up to INR 10,00,000 (recommended) per batch per quarter.
Quarterly review for rebalancing and tactical change
- All performance graphs & numbers are calculated using backtested & live data and include rebalances.
- Past performance doesn’t include costs and fees or guarantee future returns.
- The above graphs are calculated on the close/average price of stocks and ETF instruments. Actual performance will depend on exact execution.
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- Asset-classes/ Market Cap: Equity (Market Cap above INR 1B) | Gold| Overnight Debt
- Peak Volatility: Medium
- Instruments: Stocks
- Investment Universe: India Stocks above INR 1B, Focused-equity
Evaluate Your Risk Profile
We employ algorithms to understand your Risk Profile through our proprietary framework called the PCR Triangle®.
Quantamental Investment Objectives
The investment objective to take suitable risk in order to appreciate capital faster than others is Capital-appreciation.
The investment objective to generate surpluses from accumulated capital in order to spend on non-essential things/experiences.
Quantamental Algorithms Deployed
Value-cycle algorithm for Indian equity