Qode Advisors LLP PMS – Qode All Weather


Key Portfolio Attributes

Inception Date: 18 Nov 2024

Portfolio Manager’s Name: Rishabh Nahar

Portfolio Manager’s Experience: 9+ years in equity and Quantitative research

Portfolio Manager’s Qualification:

Rishabh Nahar has over 9 years of experience in equity and quantitative research, using advanced models and data analytics to uncover market insights. He has built proprietary algorithms to optimize performance across asset classes. A finance graduate and self-taught coder, Rishabh blends financial knowledge with technical skills to drive innovation.

Investment Objective

The investment objective of Qode All Weather PMS is to achieve superior, risk-adjusted returns by investing in a diversified ETF portfolio. The strategy aims to outperform the Nifty by leveraging quantitative insights and allocating across low-correlated asset classes, ensuring stability and growth in all market environments.

Investment Strategy

Qode All Weather PMS applies a quantitative framework to build a diversified ETF portfolio focused on low-correlated asset classes like momentum, low volatility, and gold. The strategy aims to deliver consistent, stable returns while outperforming the Nifty across various market conditions.

Investment Philosophy

The investment philosophy of Qode All Weather PMS relies on data, not emotions, to drive disciplined, transparent investment decisions. By combining quantitative models with economic principles, they focus on understanding the causes of returns while avoiding market noise and fleeting trends. Qode’s simple, systematic approach prioritizes clarity and long-term success, delivering results that speak for themselves.

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Qode Advisors LLP PMS Qode All Weather-0.18%--------1.07%
BSE 500 TRI-3.49%--------1.55%

Portfolio Holdings


Holding %

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap
Mid Cap
Small Cap
Cash

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 Jan 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Do Not Simply Invest, Make Informed Decisions

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