Fluid Tornado

Deep Value Investing - Quantamental Focused-equity


Satellite portfolio designed for deep value investing to create wealth for aspiring rich, and established rich investors.

  • Risk: Balanced and above
  • Type: Satellite Portfolio
  • Advisory Fee: 2.5% p.a.
  • Min investment: INR 2,50,000

Portfolio Strategy

Quantamental Construction in 5 Stages
Tactical Stage

Follows the Value Market-cycle of the Nifty Smallcap 250 Index & Microcap 250.

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


India Focused-equity: Market Cap between INR 10B to 100B | Gold | Overnight Debt.

Holding Period

Medium-term, 5 Years and beyond

Ticket Size

Minimum INR 2,50,000 and up to INR 2,50,00,000 (recommended).

Review Frequency

Quarterly review for rebalancing and tactical change


Medium and above.

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 Tornado Portfolio

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

Tornado - Deep 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


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
PCR - Balanced

  • Asset-classes/ Market Cap: Equity (Market Cap above INR 10B) | Gold| Overnight Debt
  • Peak Volatility: Medium

Risk Capacity
PCR - Aspiring Rich

  • Instruments: Stocks
  • Investment Universe: India Stocks between INR10B and 100B, 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®.

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Quantamental Investment Objectives

Investment Objectives - Capital-appreciation

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