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Balanced 🎯 Multi Factor

Tactical long term out-performance powered by multiple quantitative factors.

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  • 3Y CAGR:

    29.5%

  • Volatility:

    Medium Volatility

  • Rebalancing Frequency:

    Monthly

  • Type of Portfolio:

    Equity

  • Min Investment:

    ₹ 59659

  • More Insights

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Balanced 🎯 Multi Factor

Tactical long term out-performance powered by multiple quantitative factors.

29.5% (3Y)

Live Returns

Monthly

Rebalance

This strategy is a moderate risk strategy which aims to outperform in all stages of the market cycle using dynamic allocation to various factors and asset classes based on the changing market regime.

  • This portfolio consists of 20-25 stocks selected from the top 300 universe
  • .The underlying equity themes consist of trend following, which works in trending markets and other themes like value and low volatility, which work in volatile markets.
  • This portfolio also contains bonds, gold and international ETFs, which are dynamically given higher weightage when volatile markets. 
  • The historical performance of this portfolio has beaten the benchmarks by a wide margin in all market conditions.
  • The rebalance of the portfolio is done every month to keep turnover low. The portfolio might also be rebalanced weekly if market conditions change drastically.
The strategy invests in baskets of single factor strategies along with bond and gold ETFs using mean variance optimization and risk targeting
Equity Allocation 50-80%, Bond Allocation 20-60%, Gold 0-20%, International 0 - 20%

PB Ratio

2.77

PE Ratio

25.32

Rebalancing Frequency

Monthly

Next Update

Dec. 30, 2022

Type

Model-based

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