Up to 10 stocks from Nifty 500 with Dynamic Asset Allocation based on Market Regimes.
This model portfolio contains up to 10 risk-adjusted momentum scrips within the Nifty 500 universe while maintaining a disciplined approach to risk. It focuses on stocks showing strong relative price trends and controlled volatility, avoiding the pitfalls of chasing unstable momentum.
Objective:- To deliver a focused, risk-aware equity portfolio that aims to outperform the Nifty 500 on a risk-adjusted basis by combining momentum strength with volatility management.
Focused Selection:- From the Nifty 500 universe, the model selects up to 10 stocks, creating a concentrated portfolio of the most compelling opportunities based on a robust quantitative framework.
Risk-Adjusted Strength:- The strategy balances price strength with volatility control, avoiding erratic stocks and aiming for a smoother equity curve and more stable performance over time.
Dynamic Asset Allocation:- Exposure is dynamically adjusted between NSE listed Equities, ETFs, Gold BeES, and Liquid BeES using AI/ML-enhanced algorithms that detect market regimes and adjust positioning accordingly.
Quantitative Discipline:- The entire process is systematic and rules-based, eliminating behavioral bias. AI/ML models enhance pattern recognition, allowing the strategy to adapt and evolve with changing market conditions.
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