
Sapien Digit
Sentiment Investing - Quantamental Diversified-equity
Satellite portfolio designed for sentiment trading to attain financing goals for covered, aspiring rich, and established rich investors.
- Risk: Balanced and above
- Type: Satellite Portfolio
- Advisory Fee: 2.5% p.a.
- Min investment: INR 5,00,000
Portfolio Strategy
Tactical Stage
Follows the Growth Market-cycle of the Nifty 500 Index.
Red-flag Stage
Avoids companies that are exhibiting a downward sentiment bias.
YelloW-flag Stage
Quantitatively ranks securities on multiple (sector-specific) sentiment factors.
Green-flag Stage
Technically selects securities showing both high potential mean-reversion momentum or strong upward momentum patterns.
Risk-management Stage
Staggers positions as per individual signals and portfolio diversification rules.
Key Parameters
Universe
India Diversified-equity: Top 500 Stocks by Market Cap | Gold | Overnight Debt.
Holding Period
Short-term, 3 Years and beyond
Ticket Size
Minimum INR 5,00,000 and up to INR 2,50,00,000 (recommended).
Review Frequency
Weekly review for rebalancing and tactical changes.
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.
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Suitability
Risk Capacity

- Instruments: Stocks
- Investment Universe: India Top 500 Diversified-equity
Risk Reqruirement
- Investment Style: Sentiment
- Waterfall Category: Goals
Evaluate Your Risk Profile
We employ algorithms to understand your Risk Profile through our proprietary framework called the PCR Triangle®.
Quantamental Investment Objectives

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