AXIOM
A Systematic Factor Equity Portfolio
9×
the index return, over the same 6 years, at the same volatility.
AXIOM: +908%  ·  NIFTY 50: +103%  ·  January 2020 – April 2026  ·  Backtested simulation
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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Track Record
45.3% annually. Same volatility as NIFTY.
45.3%
CAGR · 6 Years
NIFTY: 12.1%
2.11
Sharpe Ratio
NIFTY: 0.72
−20.8%
Max Drawdown
NIFTY: −38.4%
0.52
Beta to NIFTY
Low correlation
Year AXIOM NIFTY 50 Outperformance
2020+67.3%+14.8%+52.5%
2021+92.4%+24.1%+68.3%
2022+22.2%+4.3%+17.9%
2023+84.4%+20.0%+64.4%
2024+51.2%+10.5%+40.7%
2025−2.2%+10.5%−12.7%
2026 *−6.0%−6.7%+0.7%
* 2026 is a partial year (Jan – Apr 2026). All returns are back-tested simulations using historical NSE data. Benchmark is NIFTY 50 closing price index. Results do not account for brokerage, taxes, or slippage. 5 of 7 calendar years delivered positive returns. 2025 underperformance reflects a broader factor drawdown period.
₹10 Lakhs invested · January 2020
₹1.01 Cr
AXIOM (908% return)
₹20.3 L
NIFTY 50 (103% return)
Annual volatility: 18.6% (AXIOM) vs 18.2% (NIFTY).
Virtually identical risk. 9× the cumulative return.
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Getting Started
Start compounding systematically.
Three steps to invest
1
Initial Consultation
Speak with our team to understand the strategy, historical performance, 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
Past performance is not indicative of future results. Returns are based on back-tested simulations and do not represent actual client returns. This presentation 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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