Objective: To achieve superior, risk-adjusted returns by systematically combining strong risk-adjusted momentum across the equity spectrum with strategic diversification, dynamically adjusting equity exposure based on market risk.

• Dynamic & Target Allocation:

The target allocation is 30% Large Cap, 30% Mid Cap, 30% Small Cap, and 10% Gold BeES (90% maximum equity).

Dynamic Asset Allocation: Based on market regimes and signals from AI/ML-enhanced algorithms, the total equity exposure (the 90% component) can be dynamically reduced. Reduced exposure is moved to Liquid BeES or Gold BeES to preserve capital and manage overall portfolio risk, thus preventing the 90% in equities from being a fixed mandate.

• Focused & Structured Selection:

Up to 10 risk-adjusted momentum scrips are selected from the Nifty 500 universe (or equivalent) to form a concentrated portfolio across the Large, Mid, and Small Cap segments.

• Risk-Adjusted Momentum:

Selection prioritizes stocks with strong price trends and controlled volatility. This systematic balance targets a smoother, more stable equity curve by avoiding unstable momentum.

• Strategic Risk Management:

A permanent 10% allocation to Gold BeES acts as a crucial diversifier and hedge against systemic equity risk.

The entire strategy is quantitative and rules-based, using AI/ML enhanced models for disciplined stock selection and regime-based risk control.