Sapien Palm

Value Investing - Quantamental Diversified-equity


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


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


Medium and above.

Model Portfolio


  1. All performance graphs & numbers are calculated using backtested & live data and include rebalances.
  2. Past performance doesn’t include costs and fees or guarantee future returns.
  3. The above graphs are calculated on actual ETF instruments. Actual performance will depend on exact execution.

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


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 - Covered Investor

  • Instruments: Stocks
  • Investment Universe: India Top 500 Diversified-equity

Risk Reqruirement
PCR - Wealth Waterfall

  • 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®.

Submit Profile

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.

Quantamental Algorithms Deployed

The Palm portfolio is constructed using the algorithms from the Sapien Suite.

Value-cycle algorithm for Indian equity