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

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

TARGET: Tactical Allocation Model

Overview

ETFs & Weights

At a Glance