
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
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
Universe
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
Volatility
Medium and above.
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.
Get Invested in the Tornado Portfolio
Start a Wealth Conversation
Talk to an adviser to know more or to get invested with us.
Suitability
Risk Capacity

- 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®.
Quantamental Investment Objectives

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