AXIOM
A Systematic Factor Equity Portfolio
35
NSE-listed stocks, selected quarterly by a multi-factor model.
Quality  ·  Momentum  ·  Low Volatility  ·  NSE 500 Universe  ·  Quarterly Rebalancing
OptionSmart Consultancy Pvt. Ltd.
goalgo.in
Minimum investment: ₹10,00,000
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The Investment Landscape
Most Indian investors are choosing
between three imperfect options.
📉
Direct Equity
Full control, maximum transparency — but most retail investors dramatically underperform the index over any 5-year window.
No systematic process. Emotionally driven entries and exits. Heavy concentration risk. No regime awareness.
📊
Mutual Funds
Safety in diversification. Easy to invest. But most actively managed funds fail to consistently beat the benchmark after fees and tax drag.
Limited transparency. No control over individual holdings. Manager bias and fund size erode alpha over time.
🏛️
PMS & AIF
Professional systematic management with full transparency. But SEBI mandates ₹50 Lakhs minimum for PMS and ₹1 Crore for AIF.
Out of reach for most high-net-worth investors. Black-box fee structures. Long lock-in periods.
AXIOM offers a fourth path: systematic, transparent, and accessible from ₹10 Lakhs.
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The AXIOM Framework
Three systematic layers.
One compounding machine.
01
Factor Engine
  • Quality: ROE, ROCE, and balance sheet health rank each stock
  • Momentum: 12-month price trend persistence captures trending leaders
  • Low Volatility: stable, consistent returners reduce portfolio noise
  • Composite score updated daily across the NSE 500 universe
Top 35 scoring stocks form the portfolio at each quarterly review.
02
Quarterly Rebalancing
  • 35-stock portfolio with optimised factor-based weights
  • Holdings reviewed every quarter — not daily, not reactively
  • Stocks that no longer qualify are replaced in a single rebalance event
  • Turnover managed to balance signal freshness against transaction cost
Discipline removes the temptation to override the model.
03
Regime Filter
  • Daily market breadth score monitors NSE 500 participation
  • Entry and exit thresholds calibrated on 15+ years of data
  • Flags broad market stress before drawdowns fully materialise
  • Re-entry signal triggered on confirmed breadth recovery
Capital protection is built into the process, not bolted on.
Fully automated · Daily monitoring · Quarterly action · Zero emotional override
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Getting Started
Start compounding systematically.
Three steps to invest
1
Initial Consultation
Speak with our team to understand the strategy, methodology, and risk profile. We answer every question before you commit.
2
Direct Demat Investment
Stocks are purchased directly in your own DEMAT account. Full transparency — you see every holding and every transaction in real time.
3
Quarterly Monitoring
Receive a full portfolio review each quarter. Rebalancing trades are communicated in advance. You stay informed at every step.
Investment terms
AXIOM — Mandate Summary
Minimum Investment₹10,00,000
Additional Investment₹10 Lakh increments
Portfolio Composition35 NSE-listed stocks
Stock UniverseNSE 500
Rebalancing FrequencyQuarterly
Holding StructureYour own DEMAT a/c
Strategy TypeLong-Only, Fully Invested
Company
OptionSmart Consultancy Pvt. Ltd.
Website
goalgo.in
Email
info@optionsmart.in
This presentation describes the AXIOM strategy's methodology and terms only; it does not present any performance track record. It is for information purposes only and does not constitute investment advice or a solicitation to invest. Please consult a SEBI-registered investment adviser before making investment decisions.
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