Equity
Products
Equity products as an asset class enhances the risk-adjusted return of the overall portfolio and we as advisors assist our clients choose the best equity-based instrument for a steady wealth creation process.
Overview
With several ways to participate in the investing in equity markets, right from direct equity, mutual funds (MF), portfolio management services (PMS), alternative investment funds (AIF), structure products etc., we nevertheless first identify the financial objective and risk appetite of the clients before presenting the best equity based products.
As a SEBI registered investment advisor (RIA), it is our fiduciary responsibility to act towards the financial well-being of our clients. We do so by choosing the best equity-based products with varied geographical-focus, different asset allocation, and best transparency factor.
IE - 1
Portfolio Management Services
Pure Equity
About
A curated list of the best 50 stocks in the Indian stock market, at any given point in time.
Using state-of-the-art Artificial Intelligence and Machine Learning technologies that sift through mountains of financial data, annual reports, conference call transcripts, press coverage, social media chatter, macroeconomic data, quantitative sentiment indicators, etc., these stocks are selected from a larger list.
Minimum investment: INR 50 lacs
Fund Management Fee: 2% per annum of the AUM of the client, charged pro-rata monthly
Hurdle Rate: 14% per annum
Performance Fee: 10% of the returns in excess of hurdle rate
Subscription fee: NIL
Exit load: NIL
Benchmark: Nifty 50 TRI
Inception Date: 11 February 2020
IE - 2
Portfolio Management Services
Multi-assets
About
A portfolio build with stocks, bonds, commodities, REITs available in India.
This replicates the IE-1 Portfolio, with the additional overlay of multiple asset classes like fixed income and gold. This ensures a high return profile, but with significantly low volatility.
Minimum investment: INR 50 lacs
Fund Management Fee: 2% per annum of the AUM of the client, charged pro-rata monthly
Hurdle Rate: 10.50% per annum
Performance Fee: 10% of the returns in excess of hurdle rate
Subscription fee: NIL
Exit load: NIL
Benchmark: Nifty Multi Assets Index 1
Inception Date: 11 February 2020
GE - 1
Global Equity Fund
Pure Equity
About
To invest dynamically in Equities across the world, using Tactical Asset Allocation. Portfolio selection is based on proprietary man & machine model.
A unique approach to investing wherein deep data science, artificial intelligence & machine learning are harnessed to unearth trends, patterns, in financial data and then, our human intelligence applies its combined decades of experience to narrow down on a final list of stocks to be tactically positioned in.
Minimum investment: USD 25,000
Fund Management Fee: 2% per annum of the AUM of the client, charged pro-rata monthly
Hurdle Rate: 10% per annum (in USD terms)
Performance Fee: 10% of the returns in excess of hurdle rate
Subscription fee: NIL
Exit load: NIL
Benchmark: MSCI ACWI Index
Inception Date: 1 October 2022
GE - 2
Structured Product
Equity/Derivative
About
A Put Option Writing Strategy which works by writing put options on a diversified basket of 25-40 securities, chosen by technology, and thus are usually those held in our funds.
It is added with a tactical layer of hedges in periods of stress to protect capital and to act as a replacement for FCNs (Fixed coupon Notes) which are sold by banks where nearly half the returns are gobbled up by the banks themselves.
Minimum investment: USD 1,000,000
Fund Management Fee: 2.5% per annum of the AUM of the client, charged pro-rata monthly
Hurdle Rate: Not applicable
Performance Fee: Not applicable
Subscription fee: NIL
Exit load: NIL
Benchmark: Not applicable
Inception Date: 13 December 2021
GM - 1
Global Asset Allocation Fund
Multi-assets
About
To invest dynamically across all major asset classes across the world, using Tactical Asset Allocation. Portfolio
selection is based on proprietary man & machine model.
A unique approach to investing wherein deep data science, artificial intelligence & machine learning are harnessed to unearth trends, patterns, in financial data and then, our human intelligence applies its combined decades of experience to narrow down on a final list of stocks to be tactically positioned in.
Minimum investment: USD 100,000
Fund Management Fee: 2% per annum of the AUM of the client, charged pro-rata monthly
Hurdle Rate: 10% per annum (in USD terms)
Performance Fee: Not applicable
Subscription fee: NIL
Exit load: NIL
Benchmark: S&P Growth 60:40 Index
Inception Date: 1 January 2015
GM - 2
Global Asset Allocation Fund
Multi-assets
About
To invest dynamically across all major asset classes across the world, using Tactical Asset Allocation. Portfolio
selection is based on proprietary man & machine model.
A unique approach to investing wherein deep data science, artificial intelligence & machine learning are harnessed to unearth trends, patterns, in financial data and then, our human intelligence applies its combined decades of experience to narrow down on a final list of stocks and asset classes to be tactically positioned in.
Minimum investment: USD 10,000
Fund Management Fee: 2% per annum of the AUM of the client, charged pro-rata monthly
Hurdle Rate: 9% per annum (in USD terms)
Performance Fee: 10% of the returns in excess of hurdle rate
Subscription fee: NIL
Exit load: NIL
Benchmark: S&P Aggressive 80:20 Index
Inception Date: 1 January 2015
Mutual Funds
Mutual funds as an investment vehicle are a great wealth creators for retail investors and we identify that. As an Association of Mutual Funds in India (AMFI) registered firm, we employ quant-based models to fetch the best performing funds among the universe of hundreds that aptly suit the financial objectives of the clients.
Whether it is for the specific financial goals, retirement plans, or for wealth creation in general, we identify the risk profile of the client, advise the funds, help execute the orders, and monitor the portfolio periodically. Clients will have the access to the platform for the monitoring as well as execution purpose. Any rebalance required either because of the underperformance of the fund or change in financial goals will be incorporated efficiently.
Contact Us
XUMIT CAPITAL PVT. LTD.
India, UAE
(+91) 99719-96276
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We are a SEBI Registered Investment Advisor (INA100010004)