Dynamic Asset Allocator
One fixed equity core, two regime switches. The machine decides how much risk to carry.
0.2% on traded value · No AUM fee · No lock-in · Minimum ₹4,75,912 · Capital stays in your own broker
Advanced metricsSharpe, Sortino, volatility, cumulative return and more
Risk metrics as of 13 Jul 2026
How It Works
- Step 1 | Groups Start from a menu of groups: EQUITY VS DEBT, EQUITY VS GOLD. Fixed sleeves (EQUITY CORE) hold a constant weight through every cycle.
- Step 2 | Signal A momentum and risk composite scores each group. The model shifts weight toward the groups showing the strongest risk-adjusted trend and away from the ones losing it.
- Step 3 | Allocate Capital moves between groups as the signal changes. There is no fixed stock universe: the current composition published on this page is a snapshot of where the model sits today.
- Step 4 | Rebalance Every 3 weeks the model re-runs end-to-end and republishes the full composition, so every switch is on record.
Who This Is For
Strategy Configuration
Dynamic Asset Allocator vs Nifty 50
Both indexed to 100 on inception. Hover for date-by-date NAV. Range chips to zoom; expand button for full window.
NAV indexed to 100 on inception (Jan 2021 or later). Backtested returns include realistic transaction costs. Past performance is not indicative of future results. Source: NSE BhavCopy.
Performance Metrics
| Metric | Dynamic Asset Allocator | Nifty 50 |
|---|---|---|
| CAGR | 44.14% | 7.83% |
| Cumulative Return (since inception) | 281.31% | 31.61% |
| Sharpe Ratio | 2.32 | 0.67 |
| Max Drawdown | -10.57% | -14.93% |
| Volatility | 16.54% | 12.37% |
CAGR and cumulative return refresh daily. Sharpe, drawdown, volatility and all benchmark figures are as of 13 Jul 2026.
Cost Decomposition
Figures as of 13 Jul 2026
What this would have returned
Your amount run through Dynamic Asset Allocator's backtested monthly returns (2022-11-18 to now, after costs). A backtest, not a promise.
Over 45 months of backtested monthly returns, after estimated costs. Past performance is not indicative of future results. See the factsheet.
Worst 5 Drawdowns
| Started | Recovered | Max DD | Duration (days) |
|---|---|---|---|
| 2024-02-09 | 2024-03-29 | -10.57% | 49 |
| 2026-03-06 | 2026-05-01 | -8.57% | 56 |
| 2024-10-18 | 2025-04-11 | -7.23% | 175 |
| 2024-10-04 | 2024-10-04 | -5.95% | 0 |
| 2023-10-20 | 2023-11-03 | -5.07% | 14 |
Yearly Returns
Current composition
3 sleeves in the current allocation, as of 28 Jul 2026. The model switches weight between groups as conditions change, so this mix is a snapshot, not a fixed weight.
63 rebalances . 13 sectors touched . 11 live today.
- 2026-06-05 Diversified +19pp added RAIN, AVALON, SUPRIYA, WOCKPHARMA, TRITURBINE, RATEGAIN, MARKSANS, ARVIND, SAREGAMA, LAURUSLABS, GLAND, TATACOMM, ASTRAMICRO, SKIPPER, HONASA, TATATECH . removed EIEL, ANGELONE, PFOCUS, NATIONALUM, ABDL, KSB, INOXINDIA, DEEPAKFERT, HINDCOPPER, KAJARIACER, ACUTAAS, ACMESOLAR, OSWALPUMPS, FIVESTAR, AWFIS, IMFA, HEG, JINDALSAW, BELRISE
- 2026-05-15 Diversified +12pp added BHEL, RRKABEL, BALAMINES, COHANCE, HSCL, KIRLPNU, VIJAYA, SCI, GOKULAGRO, IDEA, HCC, SYRMA, SKYGOLD, DIACABS, PTC, PNBHOUSING, NLCINDIA, JAIBALAJI, ADVENZYMES . removed GESHIP, AETHER, SANSERA, PREMIERENE, KTKBANK, BHARATFORG, CHENNPETRO, ABSLAMC, VTL, SAILIFE, TMB, JBCHEPHARM, AUROPHARMA, SHRIRAMFIN, NATCOPHARM, ENTERO, LUPIN, COALINDIA, KARURVYSYA, ASTERDM, LUMAXTECH, CCL, HINDALCO, TEJASNET
- 2026-04-24 Diversified -12pp, Capital Goods +11pp added OLAELEC, GALLANTT, QPOWER, LLOYDSENT, EIEL, WELCORP, WEBELSOLAR, ANGELONE, HFCL, LLOYDSME, ADANIGREEN, APOLLO, PFOCUS, JAYNECOIND, LLOYDSENGG, ABDL, AZAD, ADANIENSOL, INOXINDIA, DEEPAKFERT, KAJARIACER, OSWALPUMPS, FIVESTAR, AWFIS, HEG, JINDALSAW . removed ASHOKLEY, MRPL, SHARDACROP, BANDHANBNK, J&KBANK, SBIN, UNIONBANK, ONESOURCE, JAMNAAUTO, FEDERALBNK, INDIANB, FINCABLES, BANKINDIA, GAEL, JINDALSTEL
- 2026-04-03 Diversified -19pp added CUPID, ACUTAAS, AETHER, PREMIERENE, KTKBANK, ABSLAMC, ACMESOLAR, SAILIFE, TMB, AUROPHARMA, ENTERO, KSB, COALINDIA, ASTERDM, ADANIPOWER, CCL . removed GOKEX, AARTIIND, SYRMA, SCI, ARVIND, JKTYRE, TVSSCS, AVALON, APLAPOLLO, MCX, MOTHERSON, ELGIEQUIP, EASEMYTRIP, CGPOWER, IDEA, LTFOODS, MANORAMA
- 2026-03-13 Diversified -12pp added TEJASNET, KRN, NATCOPHARM, BANDHANBNK, J&KBANK, BELRISE, JBCHEPHARM, ONESOURCE, LUPIN, FINCABLES, CHENNPETRO, JINDALSTEL . removed HINDZINC, SOUTHBANK, UJJIVANSFB, DCBBANK, CUB, RAIN, AUBANK, LTF, ABCAPITAL, CANBK, AETHER, M&MFIN, INDIACEM, IIFL, LAURUSLABS, CSBBANK, TATASTEEL, EQUITASBNK, SANDUMA, GMDCLTD, MAHABANK, BANKBARODA
- 2024-02-16 Diversified +11pp added IOB, IRB, UCOBANK, JPPOWER, EIHOTEL, CCAVENUE, RITES, SHAKTIPUMP, HEMIPROP, IOC, SCI, OIL, MEDANTA, SJVN, NHPC, PNB, IFBIND, BPCL, HINDPETRO, SHAILY, SWSOLAR, JKTYRE . removed ATGL, BDL, GMRP&UI, PFC, STAR, JKIL, ANGELONE, BHEL, SHYAMMETL, NATIONALUM, NIACL, CESC, CASTROLIND, TEXRAIL, MCX
Why This Strategy
The only dynamic card on the lineup. Every other card holds a fixed asset mix and rotates stocks inside it. This one moves the mix itself. A fixed 35% equity core stays invested through every regime, while the other 65% is split into two switches the model controls.
The first switch is 40% of the portfolio and flips between equity and debt. The second is 25% and flips between equity and gold. When the model reads the regime as risk-on, both switches lean into equity and the card runs close to fully invested. When it reads risk-off, the switches rotate into LiquidCase and GoldBees and the equity exposure shrinks to the core.
The equity sleeves screen the Nifty Total Market, the broadest universe on the platform, so the stock selection engine is the same one the static cards run. What is different is that the machine also decides how much of the portfolio that engine gets to drive.
One honest caveat: this card launched later than the static cards, so its figures run since inception rather than the rolling 5 year window the rest of the lineup reports. Compare with that in mind. The current composition, how much sits in equity, debt, and gold right now, is published alongside this card and updates with each rebalance.
This suits investors who want the model to manage the asset mix, not just the stock list. If you have ever known you should trim equity in a frothy market and not done it, this card exists to make that decision for you, every 3 weeks, without asking how you feel.
Key Takeaways
- The only dynamic card: the model moves the asset mix itself
- A fixed 35% equity core plus 40% equity-or-debt and 25% equity-or-gold switches
- Risk-on means near-fully invested, risk-off means the switches rotate to debt and gold
- Figures run since inception, not the rolling 5 year window
Frequently Asked Questions
What is the Dynamic Asset Allocator strategy?
What is the minimum investment for Dynamic Asset Allocator?
How does Dynamic Asset Allocator compare to the Nifty 50?
What is the worst drawdown Dynamic Asset Allocator has experienced?
What are the fees on Dynamic Asset Allocator?
Can I exit Dynamic Asset Allocator at any time?
Documents
Last rebalance | 2026-06-26
Full history →vs 2026-06-05 cycle · 12 added · 19 removed · 41 retained
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Run Dynamic Asset Allocator in your own broker account
Capital never leaves your broker. 0.2% on traded value. Minimum ₹4,75,912. Cancel any time.