Sapien Palm

Satellite portfolio designed for value investing to create wealth 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

Quantamental Construction in 5 Stages

Tactical Stage

Follows the Value Market-cycle of the Nifty 500 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 Diversified-equity: Top 500 Stocks by Market Cap | Gold | Overnight Debt.

Holding Period

Medium-term, 5 Years and beyond

Ticket Size

Minimum INR 5,00,000 and up to INR 2,50,00,000 (recommended).

Review Frequency

Quarterly review for rebalancing and tactical change

Volatility

Medium and above.

Model Portfolio

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 Palm Portfolio

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

Palm - 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.