About the Strategy
Institutional-grade systematic investing, accessible to discerning private investors.
AXIOM selects 35 high-quality NSE-listed companies using a proprietary multi-factor model combining Quality, Momentum, and Low Volatility signals — the same factors institutional quant funds have exploited for decades. Every stock in the portfolio earns its place by the numbers, not by conviction or market narrative.
The portfolio is rebalanced quarterly. A market breadth regime filter monitors overall market health in real time, helping AXIOM sidestep the worst of broad market drawdowns and recover faster through full market cycles.
How It Works
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Multi-Factor Stock Selection
Quality (profitability, balance sheet strength), Momentum (price trend persistence), and Low Volatility signals rank the NSE 500 universe. The top 35 form the portfolio with optimised weights.
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Quarterly Rebalancing
The portfolio is reviewed every quarter. Holdings that no longer meet the factor threshold are replaced, keeping the book fresh without excessive turnover.
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Breadth Regime Filter
A daily market-breadth indicator flags broad market stress before large drawdowns materialise. The model reduces exposure systematically — not emotionally.