Tornado - DEEP VALUE
Managed by Modulor Capital
Minimum Investment Amount
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 2,00,000
Deep Value Investing | Quantamental Focused-equity | Small & Micro-cap Universe | Monthly Review
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 2,00,000
2Y CAGR
56.26%
Performance
Current value of ₹ 100 invested once at launch
| smallcase CAGR | Equity Large Cap CAGR |
|---|---|
Live performance includes rebalances. It is a tool to communicate factual return information and
should not be seen as advertisement or promotion. Learn how performance was calculated
Key Metrics
Fundamental
NA
17.04
NA
3.09
NA
1.14
NA
24.84
NA
4.40
NA
1.10
Technicals
NA
3.67
NA
0.00
NA
164.56
NA
Pro
NA
Pro
NA
Pro
Relative
NA
71.29
NA
1.43
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 6 | weekly |
| Last Rebalance | Next Rebalance |
|---|---|
| May 20, 2024 | May 27, 2024 |
About the smallcase
- Quantamental VALUE Investing using fundamental, quantitative and technical algorithms.
- Focused-equity with up to 10 stocks exposure.
- Investment Universe of stocks on the NSE with Market Cap above INR 10B and below INR 100B.
- Monthly Review for stocks. Weekly review for position sizing & risk management.
- Continuous portfolios with minimum recommended holding period: medium-term (5 years +)
- The strategy is fully tactical and moves from equity to gold/ debt in times of crisis/ volatility.
- Suitable for creating wealth.
Launch Date
Mar 9, 2022
Subscription Fees
Get access for 2.50% of inv. value.
Factsheet
Download key points for this smallcase
About the Manager
Modulor Capital
Manages 39 smallcases
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.
SEBI Registration No: INA100015115
Disclosures
