The Qode Tactical Fund employs a strategy centered on identifying and capitalizing on prevailing market trends in equities. The fund's approach involves maintaining exposure to stocks exhibiting upward momentum while promptly divesting holdings that demonstrate underperformance. Sophisticated timing mechanisms and the strategic utilization of derivative instruments are incorporated to mitigate risk. These measures are designed to foster consistent capital appreciation, optimize tax outcomes, and provide a degree of insulation against adverse market movements.
This investment strategy seeks to generate enhanced long-term capital appreciation through concentrated investments in high-momentum equities. Concurrently, it incorporates robust capital preservation mechanisms via tactical hedging strategies designed to mitigate downside risk during periods of market volatility. The fund's objective is to deliver sustained excess returns, maximizing the likelihood of outperformance over a minimum five-year investment horizon.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -2.78% | -0.24% | -2.54% |
| 3 MONTHS | 2.28% | 5.02% | -2.74% |
| 6 MONTHS | -2.22% | 1.63% | -3.85% |
| 1 YEAR | 11.86% | 7.63% | 4.23% |
| SINCE INCEPTION | 9.89% | 5.48% | 4.41% |
| Year | Return |
|---|---|
| CY 2025 | 11.86% |
| Year | Return |
|---|---|
| FY 26_YTD | 8.33% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
Rishabh Nahar possesses over eight years of experience in equity and quantitative research, employing sophisticated analytical models and data-driven methodologies to generate market intelligence. His expertise lies in the development of proprietary algorithms designed to enhance asset class optimization. A graduate in finance and an independently skilled programmer, he demonstrates a strong aptitude for innovative solutions and complex problem-solving.
AMC: 1.5%
Hurdle: 10%
Profit Sharing: 15%
Year 1: 0%
Year 2: 0%
Year 3: 0%
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Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.
This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
