TRINITY
Building India's Leading Systematic AMC — Powered by Data, Refined by Insight, Guided by Value.
Why one segment isn't enough.
Leadership can shift between large, mid and small caps. That works against a single-segment portfolio. TRINITY is built to hold all three at once.
Segment leadership rotates
Single-segment exposure concentrates risk
Timing the rotation is a losing game
Three engines, one portfolio, built across every cap segment.
TRINITY combines quant breadth, fundamental depth and valuation discipline into a single multi-cap portfolio. A long-only strategy with a rules-based core-and-tactical structure.
Quantitative factor screening
Screens the top 1,250 stocks by market cap before any name moves forward.
Fundamental deep-dive research
Confirms each shortlisted company before it earns a place in the portfolio.
Valuation and risk-led allocation
Valuation and risk decide how much capital each position gets.
A quantamental multi-cap PMS
Investing across the top 1,250 stocks by market cap, holding 30–50 stocks. The portfolio holds 33% large-cap, 33% mid and small-cap, and 33% regime-driven allocation, benchmarked against the BSE 500 TRI.
How TRINITY is different.
A rules-based model shifts exposure as market conditions change — so the portfolio participates in every cap segment, not just the one leading today.
Full market-cap coverage
One portfolio spans large, mid, small and micro caps instead of betting on a single segment.
Regime-driven allocation
Exposure tilts toward whichever cap segment is leading, rather than holding a fixed static mix.
Three engines, one decision
Quant screening, fundamental research and valuation discipline each get a say before capital moves.
Six-layer risk architecture
Macro, sector, correlation, liquidity, sizing and stress-test checks run before every position is sized.
The DELTA framework
Change is the signal TRINITY's fundamental team looks for once the quant model narrows the field. Change in quality, growth or valuation — each one a delta worth acting on.
Delta in Quality
Improvement in capital allocation, efficiency, cash flows and earnings quality.
Delta in Growth
Future growth expected to exceed past performance and peers, across volume, revenue, margins and profits.
Delta in Valuations
Valuation re-rating driven by improving business quality and a strengthening long-term growth trajectory.
How TRINITY builds a position.
Every stock passes through six checks — quant first, human judgement last — before it earns a place in the portfolio.
Universe screening
The top 1,250 stocks across large, mid, small and micro caps form the starting universe.
Quant factor scoring
Every candidate is ranked on a multi-factor model spanning quality, momentum, value and growth.
Fundamental review
Analysts pressure-test the shortlist on business quality, management and earnings durability.
Valuation discipline
Entry is sized against intrinsic value, so conviction never overrides price.
Risk checks
Correlation, overlap and liquidity screens confirm the position adds diversification.
Human judgement
Portfolio managers give the final sign-off before the position enters the book.
Multi-layer risk architecture.
Six layers, checked before every position is sized.
Macro & market regime
Exposure adjusts to the prevailing macro backdrop and market conditions before positions are sized.
Sector concentration
Sector caps prevent any single theme from dominating portfolio outcomes.
Correlation & overlap
Holdings are screened for correlation and overlap, so diversification is real, not nominal.
Liquidity screening
Every position must clear liquidity thresholds to allow orderly entry and exit.
Position sizing
Valuation-driven sizing keeps individual bets proportionate to conviction and risk.
Stress testing
The portfolio is stress-tested against adverse scenarios to gauge drawdown resilience.
Is TRINITY right for you?
Built for investors who want every cap segment covered.
Investors who want exposure across large, mid, small and micro caps in one portfolio.
Comfortable with a moderate-to-high risk appetite over a 3–5 year horizon.
Seeking a blend of quant breadth, fundamental depth and valuation discipline over single-style investing.
FAQs.
Quant discipline meets
fundamental insight.
Institutional-grade portfolios designed for consistent alpha and managed risk, across every cycle.