Punam Kucheria
Punam Kucheria, a SEBI-registered Research Analyst boasts 25+ years in stock markets. A Symbiosis alumnus, his investment philosophy prioritizes systematic, bias-free long-term approaches. Mr. Kucheria's zeal is in crafting advanced, automated, high-yield investing models for reliable passive income and wealth accumulation.Driven by the belief in universal financial freedom, he guides individuals and businesses toward prosperity.
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No disciplinary actions declared
Modelfolios
Curated basket of stocks with disclosed weights and a rebalance schedule. You replicate it in your broker.
Micro Cap Quanto Momentum
This model portfolio contains up to 10 risk-adjusted momentum scrips within the Nifty Microcap 250 universe while maintaining a disciplined approach to risk. It focuses on stocks showing strong relative price trends and controlled volatility, avoiding the pitfalls of chasing unstable momentum.Objective:- To deliver a focused, risk-aware equity portfolio that aims to outperform the Nifty Microcap 250 on a risk-adjusted basis by combining momentum strength with volatility management.Focused Selection:- From the Nifty Microcap 250 universe, the model selects up to 10 stocks, creating a concentrated portfolio of the most compelling opportunities based on a robust quantitative framework.Risk-Adjusted Strength:- The strategy balances price strength with volatility control, avoiding erratic stocks and aiming for a smoother equity curve and more stable performance over time.Dynamic Asset Allocation:- Exposure is dynamically adjusted between Equity, Gold BeES, and Liquid BeES using AI/ML-enhanced algorithms that detect market regimes and adjust positioning accordingly.Quantitative Discipline:- The entire process is systematic and rules-based, eliminating behavioral bias. AI/ML models enhance pattern recognition, allowing the strategy to adapt and evolve with changing market conditions.
Alpha 200
Alpha10_Midcap by Clearmind is a quant-driven selection strategy. It aims to outperform the underlying benchmark Nifty Midcap100 which is often used as a benchmark for the midcap segment of the Indian Stock Market. This product is appropriate for all market cycles, designed to invest in the 10 strongest stocks, regardless of market conditions.This portfolio consists of 10 stocks selected from the Nifty Midcap100 universe.All stocks start at near 10% weightage of the entire portfolio.Winners are kept, while losers are promptly removed in the next rebalance.We measure the Momentum, Strength of direction, and relative performance of every stockThe top 10 most potent options are selected from a pool of top 150 stocks.Having more concentration than the Index (10 stocks vs. 100 in Nifty-Midcap) is a sure-shot way to outperform Nifty-MidcapQuantitative methods to analyze the best performers from the top 150 further boost the performance.The historical performance of this portfolio over the last ten years has beaten the benchmark by 3x times.The optimal size for investing in this portfolio is INR 2 to 30 lakh.Disclaimer - This can sometimes result in slightly more drawdowns than Nifty Midcap100.
Alpha 500
Alpha10_Smallcap by Clearmind is a quant-driven selection strategy. It aims to outperform the underlying benchmark Nifty Smallcap500 which is often used as a benchmark for the smallcap segment of the Indian Stock Market. This product is appropriate for all market cycles, designed to invest in the 10 strongest stocks, regardless of market conditions.This portfolio consists of 10 stocks selected from the Nifty Smallcap350 universe.All stocks start at near 10% weightage of the entire portfolio.Winners are kept, while losers are promptly removed in the next rebalance.We measure the Momentum, Strength of direction, and relative performance of every stock in the Nifty Smallcap350 against the index itself.The top 10 strongest options are selected from a pool of 350.Having more concentration than the index (10 stocks vs. 350) is a sure-shot way to outperform Nifty Smallcap.Using quantitative methods to analyze the best performers further boosts the performance.The historical performance of this portfolio over the last ten years has beaten the benchmark by 13 times.The optimal size for investing in this portfolio is INR 2 to 30 lakh.Disclaimer - This can sometimes result in slightly more drawdowns than Nifty Smallcap350.
Small Cap Quanto Momentum
This model portfolio contains up to 10 risk-adjusted momentum scrips within the Nifty Smallcap 250 universe while maintaining a disciplined approach to risk. It focuses on stocks showing strong relative price trends and controlled volatility, avoiding the pitfalls of chasing unstable momentum.Objective:- To deliver a focused, risk-aware equity portfolio that aims to outperform the Nifty Smallcap 250 on a risk-adjusted basis by combining momentum strength with volatility management.Focused Selection:- From the Nifty Smallcap 250 universe, the model selects up to 10 stocks, creating a concentrated portfolio of the most compelling opportunities based on a robust quantitative framework.Risk-Adjusted Strength:- The strategy balances price strength with volatility control, avoiding erratic stocks and aiming for a smoother equity curve and more stable performance over time.Dynamic Asset Allocation:- Exposure is dynamically adjusted between Equity, Gold BeES, and Liquid BeES using AI/ML-enhanced algorithms that detect market regimes and adjust positioning accordingly.Quantitative Discipline:- The entire process is systematic and rules-based, eliminating behavioral bias. AI/ML models enhance pattern recognition, allowing the strategy to adapt and evolve with changing market conditions.
Mid Cap Quanto Momentum
This model portfolio contains up to 10 risk-adjusted momentum scrips within the Nifty Midcap 150 universe while maintaining a disciplined approach to risk. It focuses on stocks showing strong relative price trends and controlled volatility, avoiding the pitfalls of chasing unstable momentum.Objective:- To deliver a focused, risk-aware equity portfolio that aims to outperform the Nifty Midcap 150 on a risk-adjusted basis by combining momentum strength with volatility management.Focused Selection:- From the Nifty Midcap 150 universe, the model selects up to 10 stocks, creating a concentrated portfolio of the most compelling opportunities based on a robust quantitative framework.Risk-Adjusted Strength:- The strategy balances price strength with volatility control, avoiding erratic stocks and aiming for a smoother equity curve and more stable performance over time.Dynamic Asset Allocation:- Exposure is dynamically adjusted between Equity, Gold BeES, and Liquid BeES using AI/ML-enhanced algorithms that detect market regimes and adjust positioning accordingly.Quantitative Discipline:- The entire process is systematic and rules-based, eliminating behavioral bias. AI/ML models enhance pattern recognition, allowing the strategy to adapt and evolve with changing market conditions
Flexi Cap Quanto Momentum
This model portfolio contains up to 10 risk-adjusted momentum scrips within the Nifty 500 universe while maintaining a disciplined approach to risk. It focuses on stocks showing strong relative price trends and controlled volatility, avoiding the pitfalls of chasing unstable momentum.Objective:- To deliver a focused, risk-aware equity portfolio that aims to outperform the Nifty 500 on a risk-adjusted basis by combining momentum strength with volatility management.Focused Selection:- From the Nifty 500 universe, the model selects up to 10 stocks, creating a concentrated portfolio of the most compelling opportunities based on a robust quantitative framework.Risk-Adjusted Strength:- The strategy balances price strength with volatility control, avoiding erratic stocks and aiming for a smoother equity curve and more stable performance over time.Dynamic Asset Allocation:- Exposure is dynamically adjusted between Equity, Gold BeES, and Liquid BeES using AI/ML-enhanced algorithms that detect market regimes and adjust positioning accordingly.Quantitative Discipline:- The entire process is systematic and rules-based, eliminating behavioral bias. AI/ML models enhance pattern recognition, allowing the strategy to adapt and evolve with changing market conditions.
Multi Cap Quanto Momentum
Objective: To achieve superior, risk-adjusted returns by systematically combining strong risk-adjusted momentum across the equity spectrum with strategic diversification, dynamically adjusting equity exposure based on market risk.Dynamic & Target Allocation:The target allocation is 30% Large Cap, 30% Mid Cap, 30% Small Cap, and 10% Gold BeES (90% maximum equity).Dynamic Asset Allocation: Based on market regimes and signals from AI/ML-enhanced algorithms, the total equity exposure (the 90% component) can be dynamically reduced. Reduced exposure is moved to Liquid BeES or Gold BeES to preserve capital and manage overall portfolio risk, thus preventing the 90% in equities from being a fixed mandate.Focused & Structured Selection:Up to 10 risk-adjusted momentum scrips are selected from the Nifty 500 universe (or equivalent) to form a concentrated portfolio across the Large, Mid, and Small Cap segments.Risk-Adjusted Momentum:Selection prioritizes stocks with strong price trends and controlled volatility. This systematic balance targets a smoother, more stable equity curve by avoiding unstable momentum.Strategic Risk Management:A permanent 10% allocation to Gold BeES acts as a crucial diversifier and hedge against systemic equity risk.The entire strategy is quantitative and rules-based, using AI/ML enhanced models for disciplined stock selection and regime-based risk control.
Large Cap Quanto Momentum
This model portfolio contains up to 10 risk-adjusted momentum scrips within the Nifty 100 universe while maintaining a disciplined approach to risk. It focuses on stocks showing strong relative price trends and controlled volatility, avoiding the pitfalls of chasing unstable momentum.Objective:- To deliver a focused, risk-aware equity portfolio that aims to outperform the Nifty 100 on a risk-adjusted basis by combining momentum strength with volatility management.Focused Selection:- From the Nifty 100 universe, the model selects up to 10 stocks, creating a concentrated portfolio of the most compelling opportunities based on a robust quantitative framework.Risk-Adjusted Strength:- The strategy balances price strength with volatility control, avoiding erratic stocks and aiming for a smoother equity curve and more stable performance over time.Dynamic Asset Allocation:- Exposure is dynamically adjusted between Equity, Gold BeES, and Liquid BeES using AI/ML-enhanced algorithms that detect market regimes and adjust positioning accordingly.Quantitative Discipline:- The entire process is systematic and rules-based, eliminating behavioral bias. AI/ML models enhance pattern recognition, allowing the strategy to adapt and evolve with changing market conditions.
Alpha 100
Alpha-100 by Clearmind is a quant-driven selection strategy. It aims to outperform the underlying benchmark Nifty100 which includes the top 100 stocks in the Indian Stock Market. This product is appropriate for all market cycles, designed to invest in the ten strongest stocks, regardless of market conditions.This portfolio consists of 10 stocks selected from the Nifty 100 universe.All stocks start at near 10% weightage of the entire portfolio.Winners are kept, while losers are promptly removed in the next rebalance.We measure the Momentum, Strength of direction, and relative performance of every stock in the Nifty against the Nifty itself.The top 10 strongest options are selected from a pool of 100 to outperform the Nifty Index in all three areas.Having more concentration than Nifty stocks (10 stocks vs. 100 in Nifty) is a sure-shot way to outperform Nifty.Using quantitative methods to analyze the best performers from the top 100 further boosts the performance.The historical performance of this portfolio over the last ten years has beaten the benchmark by 2 times.The optimal size for investing in this portfolio is INR 2 to 30 lakh.Disclaimer - This can sometimes result in slightly more drawdowns than Nifty100.
About
Punam Kucheria, a SEBI-registered Research Analyst boasts 25+ years in stock markets. A Symbiosis alumnus, his investment philosophy prioritizes systematic, bias-free long-term approaches. Mr. Kucheria's zeal is in crafting advanced, automated, high-yield investing models for reliable passive income and wealth accumulation.Driven by the belief in universal financial freedom, he guides individuals and businesses toward prosperity.
Disclosures & Compliance
Mandatory under SEBI (Research Analysts) Regulations, 2014. Review before subscribing.
Conflict of interest
No material conflict of interest declared.
Disciplinary history
No pending orders or litigations declared.