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.
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
Backtest period: Feb 2023 → May 2026 · Benchmark: Nifty 50 Index · 24.9% CAGR vs 10.13% benchmark · Sharpe 1.19 · Max drawdown -11.6%. Simulated performance, not live trading. Past performance is not indicative of future returns.