Name: TARGET: Tactical Allocation Model
Brand: smallcase
SKU: MODMX_0008
Price: 50000 INR

Modulor Capital is here to change the way people invest, by bringing strategy-based, system-driven, and solution-oriented investing to a variety of investment pockets.

Our methodology is Quantamental Investing® and we model decisions through the use of data, frameworks, and good old reasoning over the short, medium, and long-term.

As a SEBI Registered Investment Adviser, we get paid net of our clients' costs, thereby aligning our incentives with them. We go a step further towards this commitment by investing our money in the same portfolios advised to our clients. This keeps us on our toes.

Nifty 100 Index

TARGET: Tactical Allocation Model

Sanjit Singh

Dynamic Market Cap Allocation with Tactical Management | Equity-Debt | For Core Goal Chasing

ETFs of NIFTY50, NIFTY NEXT50, NIFTY MIDCAP100, and LIQUID overnight funds are used.

<ol><li data-list="ordered">The strategy primarily uses quantitative factors and technical patterns/ indicators to track the market cycle using the Tactical Review Process</li><li data-list="ordered">ETFs are selected for liquidity and trading patterns to minimise slippages</li><li data-list="ordered">The portfolio is reviewed every month on multiple parameters and rebalanced accordingly.</li><li data-list="ordered">All decisions are based on algorithms, resulting in a fully systematic portfolio.</li></ol>

ETFs are screened for:<ol><li data-list="ordered">Liquidity</li><li data-list="ordered">Tracking errors</li><li data-list="ordered">Other undesirable trading patterns</li></ol>

Asset allocation is determined dynamically using algorithms. The set limits for each asset class are:<ol><li data-list="ordered">NIFTY50 5% to 100%</li><li data-list="ordered">NIFTY NEXT50 5% to 100%</li><li data-list="ordered">NIFTY MIDCAP100 5% to 100%</li><li data-list="ordered">Cash Equivalents 0% to 85%</li></ol>

This smallcase has a weekly rebalance schedule. Once every week, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next week

Asset allocation is determined dynamically using algorithms. The set limits for each asset class are:<ol><li data-list="bullet">Equity 0% to 100%</li><li data-list="bullet">Cash Equivalents 0% to 100%</li></ol>

TARGET: Tactical Allocation Model

TARGET: Tactical Allocation Model

Overview

ETFs & Weights

About the smallcase

Live Performance

Login to see the live performance and return

Understand smallcase costs and returns

Understand smallcase costs and returns

About the Manager

Modulor Capital