About Multi-Asset Dynamic Portfolio

The strategy relies on the proprietary quantitative models to decide the allocations among asset classes, thus eliminating human emotions and biases.

The focus is on taking exposure to the right asset class at the right time rather than singling out specific securities and purchasing them independently. This is achieved via investing in low cost ETFs, some of which have expense ratio as low as 0.01%

Since the strategy invests in equity index ETFs, the risks associated with holding concentrated portfolio are reduced significantly. Additionally, the strategy invests in highly rated (AA and above) debt securities, thus eliminating credit and liquidity risks.

Our quantitative strategy protects your capital from market crashes but allows you to participate in trending asset classes by diversifying tactically across asset classes.

Our agile model indicates when to rebalance, depending upon market dynamics instead of a fixed time interval

The strategy provides exposure to some of the fastest growing and largest tech stocks via Nasdaq 100.S&P 500 brings geographical diversification and access to companies in the world’s largest economy. Dollar assets generate additional returns for the Indian investors.

It quantifies the steepness of the yield curve and the liquidity in the markets that affect bond yields and hence bond prices. This meter tracks interest rate regime and money supply

Cyclometer tracks the equity market cycle by quantifying valuation zones and trend of Nifty 50 index using high frequency valuation indicators

We follow a variation of Dual Momentum strategy where we consider the absolute and relative trend of asset classes. It is used as a confirmation tool

It captures momentum in gold by comparing price performance of Gold against other asset classes such as EM and DM equities, commodities and net long positions held by the investors

It evaluates Equity Market Cycle – Nifty 50, Midcaps and Nasdaq 100, from a Technical Risk Reward Perspective to look for reversals and breakouts using a combination of technical indicators held by the investors.

It captures the sentiment in domestic equity market. Using high frequency market sentiment indicators, the indicators give us bullish and bearish signals.

This risk on- risk off indicator tracks global risk appetite by evaluating relative risk reward across equity and debt instruments of developed & emerging markets

It tracks relative value of small and midcaps vis-à-vis large caps. In this indicator, we capture the relative attractiveness in terms of risk –reward of investing in mid and smallcaps compared to large caps.