Select and rebalance mutual funds to target consistently higher alpha
Too many MFs dilute portfolio performance. Poor rebalancing worsens downside.
Most MF investors hold laggards too long, lacking timely exit or rebalancing guidance
Most MF investments are done basis recent performance/ themes which produces mediocre portfolio level returns
Valuations go-ahead of time and hence underperformance in few periods.
Invest in curated basket of Mutual Funds that closely resemble investment strategy of PMS.
Reduce drawdown and amplify returns with smart allocation and timely rebalancing.
Strategy outcome is high CAGR for more than one decade
Invesment Strategy is based on three pillars
Step 1
Identification of broad trends using parameters
Step 2
Parameters evaluated are Nifty Spot, BSE 500 PE, BSE 500 EPS Growth, my-Cap to GDP, USA Vix, India Vix, US & India T-Bill spread, Gold Spot, Crude Spot, Fed & RBI stance, MSCI Index Weight
Step 3
Interplay between these factors provide directional sense of M3 money supply, capital allocation to safe assets, and risk tolerance of global investors
Outperformance is not limited to specific period but is repeated over and over for multiple years
Outperforms in bull-phase as well as protects drawdowns during corrections
Trailing 12 Months (T12M) returns show how an asset has performed over the last 12 months from a specific date (not a calendar year).
If you're looking at TTM returns as of Dec 2024, you're measuring performance from Jan 1, 2024 to Dec 31, 2024. If you're checking TTM returns as of March 2020 (during the COVID crash), you're measuring from April 1, 2019 to March 31, 2020. This helps you assess the most likely scenario of a portfolio gain/loss in a twelve month period.
MF-PMS has fallen less than Nifty50 in every major market correction
In 2008 crash Nifty fell by 56% but MF-PMS portfolio was down only 18%.
In 2020, covid brought Nifty down by 29% from its peak monthly close, but MF-PMS was down only 19%.
Even in recent fall of 2024/25, Nifty was down 14% but MF-PMS fell by only 7%.
Performance may lag intermittently due to subdued returns from sectors selected by the model
Intermittent periods of underperformance cannot be ruled out and are part of the investment process.
Usual rebalance is every twelve to eighteen months to optimize exit loads and capital gains tax
Pick what suits you — we support both.