A dynamic, signal-driven rotation across eight asset classes.
The MindForge MultiAsset strategy allocates capital across eight ETFs spanning Indian equities (large-cap, next-50, midcap, smallcap 250), NASDAQ, Bharat Bond, Gold and Silver — all listed on NSE. The model shifts weights every month based on which assets score best on our proprietary multi-factor framework.
When equity markets are turbulent, the model naturally moves weight toward gold or fixed income. When Indian markets are running, equity ETFs attract larger allocations. This is not done by judgement — it is computed systematically every week, with the monthly rebalance reflecting the current signal.
Ours pays 20% short-term capital-gains tax every month it books a profit, because it rebalances monthly. The funds and the index are bought once and held, so they pay 12.5% long-term once at exit on gains above ₹1,25,000. Fund figures are Direct Plan trailing returns, already net of their expense ratio.
Backtested, not live trading. Past performance is not indicative of future returns. The fixed-deposit line assumes interest taxed at a 30% slab.
Multi-factor scoring
A proprietary blend of factor signals ranks all eight assets each cycle. Top scorers get higher allocations; weak scorers get cut.
Risk-adjusted ranking
The model penalises riskier assets proportionally — it prefers calmer assets when conditions deteriorate.
ETF-only universe
All eight instruments are highly liquid NSE-listed ETFs. No illiquidity, no single-stock risk, no derivatives.
Fully transparent
Every month you receive exact allocation weights. The model never changes its rules mid-cycle.
Full performance analysis
Gross of tax These charts and the month-by-month grid show the model’s own curve, before tax — that is what a backtest produces. Every headline figure on this page is stated after 20% short-term capital-gains tax: 22.5% gross becomes 15.9% after tax.
Backtest period (all figures after tax): Feb 2023 → Jul 2026 · Benchmark: Nifty 50 Index · 15.9% CAGR vs 9.50% benchmark · Sharpe 0.99 · Max drawdown -11.6%. Simulated performance, not live trading. Past performance is not indicative of future returns.