Hedged Protect Beta
Hedged Protect Beta
Secure capital with debt, grow with Nifty
Objective
To provide the stability of debt while offering the potential to benefit from significant move in the Nifty on the upside. The strategy is structured to deliver limited downside gains with a sizable, open-ended upside in line with Nifty.
Position Construction
The portfolio is structured into two complementary components:
1. Debt Allocation – Investment in high-quality debt instruments.
2. Derivative Structures – Yearly spread positions on both the upside and downside, designed to capture Nifty’s directional movements.
Time Horizon
This is positioned as an investment-focused strategy with a recommended holding period of 12–16 months. It is ideally suited for investors seeking capital protection, modest downside returns, and participation in Nifty’s upward trajectory
This is positioned as an investment-focused strategy with a recommended holding period of 12–16 months. It is ideally suited for investors seeking capital protection, modest downside returns, and participation in Nifty’s upward trajectory.
Capital Protection
Yes
Drawdown
The strategy offers capital protection with a maximum expected drawdown of ~5%, while ensuring full capital protection at the end of the tenure.
Nifty Level
Nifty Move (in %)
Strategy Returns (in %)
Absolute returns
21000
-16
7.5
150000
22000
-12
7.5
150000
23000
-8
3.75
75000
24000
-4
0
0
25000
0
0
0
26000
4
3.75
75000
27000
8
7.5
150000
28000
12
11.25
225000
29000
16
15
300000
30000
20
18.75
375000
Objective
To provide the stability of debt while offering the potential to benefit from significant move in the Nifty on the upside. The strategy is structured to deliver limited downside gains with a sizable, open-ended upside in line with Nifty.
Position Construction
The portfolio is structured into two complementary components:
1. Debt Allocation – Investment in high-quality debt instruments.
2. Derivative Structures – Yearly spread positions on both the upside and downside, designed to capture Nifty’s directional movements.
Time Horizon
This is positioned as an investment-focused strategy with a recommended holding period of 12–16 months. It is ideally suited for investors seeking capital protection, modest downside returns, and participation in Nifty’s upward trajectory
Capital Protection
Yes
Drawdown
The strategy offers capital protection with a maximum expected drawdown of ~5%, while ensuring full capital protection at the end of the tenure.
Nifty Level
Nifty Move (in %)
Strategy Returns (in %)
Absolute returns
21000
-16
7.5
150000
22000
-12
7.5
150000
23000
-8
3.75
75000
24000
-4
0
0
25000
0
0
0
26000
4
3.75
75000
27000
8
7.5
150000
28000
12
11.25
225000
29000
16
15
300000
30000
20
18.75
375000
Objective
To provide the stability of debt while offering the potential to benefit from significant move in the Nifty on the upside. The strategy is structured to deliver limited downside gains with a sizable, open-ended upside in line with Nifty.
Position Construction
The portfolio is structured into two complementary components:
1. Debt Allocation – Investment in high-quality debt instruments.
2. Derivative Structures – Yearly spread positions on both the upside and downside, designed to capture Nifty’s directional movements.
Time Horizon
This is positioned as an investment-focused strategy with a recommended holding period of 12–16 months. It is ideally suited for investors seeking capital protection, modest downside returns, and participation in Nifty’s upward trajectory
Capital Protection
Yes
Drawdown
The strategy offers capital protection with a maximum expected drawdown of ~5%, while ensuring full capital protection at the end of the tenure.
Nifty Level
Nifty Move (in %)
Strategy Returns (in %)
Absolute returns
21000
-16
7.5
150000
22000
-12
7.5
150000
23000
-8
3.75
75000
24000
-4
0
0
25000
0
0
0
26000
4
3.75
75000
27000
8
7.5
150000
28000
12
11.25
225000
29000
16
15
300000
30000
20
18.75
375000
Objective
To provide the stability of debt while offering the potential to benefit from significant move in the Nifty on the upside. The strategy is structured to deliver limited downside gains with a sizable, open-ended upside in line with Nifty.
Position Construction
The portfolio is structured into two complementary components:
1. Debt Allocation – Investment in high-quality debt instruments.
2. Derivative Structures – Yearly spread positions on both the upside and downside, designed to capture Nifty’s directional movements.
Time Horizon
This is positioned as an investment-focused strategy with a recommended holding period of 12–16 months. It is ideally suited for investors seeking capital protection, modest downside returns, and participation in Nifty’s upward trajectory
Capital Protection
Yes
Drawdown
The strategy offers capital protection with a maximum expected drawdown of ~5%, while ensuring full capital protection at the end of the tenure.
Nifty Level
Nifty Move (in %)
Strategy Returns (in %)
Absolute returns
21000
-16
7.5
150000
22000
-12
7.5
150000
23000
-8
3.75
75000
24000
-4
0
0
25000
0
0
0
26000
4
3.75
75000
27000
8
7.5
150000
28000
12
11.25
225000
29000
16
15
300000
30000
20
18.75
375000
Objective
To provide the stability of debt while offering the potential to benefit from significant move in the Nifty on the upside. The strategy is structured to deliver limited downside gains with a sizable, open-ended upside in line with Nifty.
Position Construction
The portfolio is structured into two complementary components:
1. Debt Allocation – Investment in high-quality debt instruments.
2. Derivative Structures – Yearly spread positions on both the upside and downside, designed to capture Nifty’s directional movements.
Time Horizon
This is positioned as an investment-focused strategy with a recommended holding period of 12–16 months. It is ideally suited for investors seeking capital protection, modest downside returns, and participation in Nifty’s upward trajectory
Capital Protection
Yes
Drawdown
The strategy offers capital protection with a maximum expected drawdown of ~5%, while ensuring full capital protection at the end of the tenure.
Nifty Level
Nifty Move (in %)
Strategy Returns (in %)
Absolute returns
21000
-16
7.5
150000
22000
-12
7.5
150000
23000
-8
3.75
75000
24000
-4
0
0
25000
0
0
0
26000
4
3.75
75000
27000
8
7.5
150000
28000
12
11.25
225000
29000
16
15
300000
30000
20
18.75
375000
By Octanom Tech Pvt. Ltd
SEBI Registered RA INH000009825
CIN Number U74999MH2021PTC365248
BSE Enrollment Number 5586
Type of Registration: Corporate
Validity of Registration: June 13,
2022 – Perpetual
Inbox
Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. https://smartodr.in/ SEBI SCORES 2.0: https://scores.sebi.gov.in/ SEBI Corresponding Local Office Address: Securities and Exchange Board of India, SEBI Bhavan II, Plot No: C7, “G” Block, Bandra Kurla Complex, Bandra (East), Mumbai-400051
Research Analyst (RA):
SEBI Registration No: INH000009825
BSE Enlistment No: 5586
Type of Registration: Non-Individual
Validity: June 13, 2022 - Perpetual
Principal Officer: Mr. Rahul Kumar Ghose
Email ID: contactus@octanom.com
Contact No: +91 7669668668
Compliance Officer: Mr. Pratik Rathod
Email ID: compliance@octanom.com
Contact No: +91 9076160917
Investment Advisor (IA):
SEBI Registration No: INA000021207
BSE Enlistment No: 2368
Type of Registration: Non-Individual
Validity: October 30, 2025 - Perpetual
Principal Officer: Mr. Archit Mahajan
Email ID: archit@octonom.com
Contact No: +91 9930180035
Compliance Officer: Mr. Pratik Rathod
Email: compliance@octanom.com
Contact: +91 9076160917
SEBI Correspondence Office Details:
Securities and Exchange Board of India, SEBI Bhavan II, Plot No: C7, “G” Block, Bandra Kurla Complex, Bandra (East), Mumbai-400051
SEBI SCORES: https://scores.sebi.gov.in/scores-home
SMARTODR: https://smartodr.in/login
Disclaimers:
Registration granted by SEBI, enlistment as Research Analyst and Investment Adviser with Exchange, and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.
The company does not guarantee or provide any assurance of return, fixed returns, or risk-free return.
Investments in the securities are subject to market risks. Read all the related documents carefully before investing.
Past performance may or may not be sustained in the future, and there is no guarantee of future results.
All fees and payments must be made solely to the Company's designated bank account. The Company shall not be liable for any payments made to any specific individuals.
Have Questions?
In case you have any doubts or queries, kindly reach out to us on the below email address contactus@octanom.com
By Octanom Tech Pvt. Ltd
SEBI Registered RA INH000009825
CIN Number U74999MH2021PTC365248
BSE Enrollment Number 5586
Type of Registration: Corporate
Validity of Registration: June 13,
2022 – Perpetual
Inbox
Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. https://smartodr.in/ SEBI SCORES 2.0: https://scores.sebi.gov.in/ SEBI Corresponding Local Office Address: Securities and Exchange Board of India, SEBI Bhavan II, Plot No: C7, “G” Block, Bandra Kurla Complex, Bandra (East), Mumbai-400051
Research Analyst (RA):
SEBI Registration No: INH000009825
BSE Enlistment No: 5586
Type of Registration: Non-Individual
Validity: June 13, 2022 - Perpetual
Principal Officer: Mr. Rahul Kumar Ghose
Email ID: contactus@octanom.com
Contact No: +91 7669668668
Compliance Officer: Mr. Pratik Rathod
Email ID: compliance@octanom.com
Contact No: +91 9076160917
Investment Advisor (IA):
SEBI Registration No: INA000021207
BSE Enlistment No: 2368
Type of Registration: Non-Individual
Validity: October 30, 2025 - Perpetual
Principal Officer: Mr. Archit Mahajan
Email ID: archit@octonom.com
Contact No: +91 9930180035
Compliance Officer: Mr. Pratik Rathod
Email: compliance@octanom.com
Contact: +91 9076160917
SEBI Correspondence Office Details:
Securities and Exchange Board of India, SEBI Bhavan II, Plot No: C7, “G” Block, Bandra Kurla Complex, Bandra (East), Mumbai-400051
SEBI SCORES: https://scores.sebi.gov.in/scores-home
SMARTODR: https://smartodr.in/login
Disclaimers:
Registration granted by SEBI, enlistment as Research Analyst and Investment Adviser with Exchange, and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.
The company does not guarantee or provide any assurance of return, fixed returns, or risk-free return.
Investments in the securities are subject to market risks. Read all the related documents carefully before investing.
Past performance may or may not be sustained in the future, and there is no guarantee of future results.
All fees and payments must be made solely to the Company's designated bank account. The Company shall not be liable for any payments made to any specific individuals.
Have Questions?
In case you have any doubts or queries, kindly reach out to us on the below email address contactus@octanom.com
By Octanom Tech Pvt. Ltd
SEBI Registered RA INH000009825
CIN Number U74999MH2021PTC365248
BSE Enrollment Number 5586
Type of Registration: Corporate
Validity of Registration: June 13,
2022 – Perpetual
Inbox
Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. https://smartodr.in/ SEBI SCORES 2.0: https://scores.sebi.gov.in/ SEBI Corresponding Local Office Address: Securities and Exchange Board of India, SEBI Bhavan II, Plot No: C7, “G” Block, Bandra Kurla Complex, Bandra (East), Mumbai-400051
Research Analyst (RA):
SEBI Registration No: INH000009825
BSE Enlistment No: 5586
Type of Registration: Non-Individual
Validity: June 13, 2022 - Perpetual
Principal Officer: Mr. Rahul Kumar Ghose
Email ID: contactus@octanom.com
Contact No: +91 7669668668
Compliance Officer: Mr. Pratik Rathod
Email ID: compliance@octanom.com
Contact No: +91 9076160917
Investment Advisor (IA):
SEBI Registration No: INA000021207
BSE Enlistment No: 2368
Type of Registration: Non-Individual
Validity: October 30, 2025 - Perpetual
Principal Officer: Mr. Archit Mahajan
Email ID: archit@octonom.com
Contact No: +91 9930180035
Compliance Officer: Mr. Pratik Rathod
Email: compliance@octanom.com
Contact: +91 9076160917
SEBI Correspondence Office Details:
Securities and Exchange Board of India, SEBI Bhavan II, Plot No: C7, “G” Block, Bandra Kurla Complex, Bandra (East), Mumbai-400051
SEBI SCORES: https://scores.sebi.gov.in/scores-home
SMARTODR: https://smartodr.in/login
Disclaimers:
Registration granted by SEBI, enlistment as Research Analyst and Investment Adviser with Exchange, and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.
The company does not guarantee or provide any assurance of return, fixed returns, or risk-free return.
Investments in the securities are subject to market risks. Read all the related documents carefully before investing.
Past performance may or may not be sustained in the future, and there is no guarantee of future results.
All fees and payments must be made solely to the Company's designated bank account. The Company shall not be liable for any payments made to any specific individuals.
Have Questions?
In case you have any doubts or queries, kindly reach out to us on the below email address contactus@octanom.com
By Octanom Tech Pvt. Ltd
SEBI Registered RA INH000009825
CIN Number U74999MH2021PTC365248
BSE Enrollment Number 5586
Type of Registration: Corporate
Validity of Registration: June 13,
2022 – Perpetual
Inbox
Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. https://smartodr.in/ SEBI SCORES 2.0: https://scores.sebi.gov.in/ SEBI Corresponding Local Office Address: Securities and Exchange Board of India, SEBI Bhavan II, Plot No: C7, “G” Block, Bandra Kurla Complex, Bandra (East), Mumbai-400051
Research Analyst (RA):
SEBI Registration No: INH000009825
BSE Enlistment No: 5586
Type of Registration: Non-Individual
Validity: June 13, 2022 - Perpetual
Principal Officer: Mr. Rahul Kumar Ghose
Email ID: contactus@octanom.com
Contact No: +91 7669668668
Compliance Officer: Mr. Pratik Rathod
Email ID: compliance@octanom.com
Contact No: +91 9076160917
Investment Advisor (IA):
SEBI Registration No: INA000021207
BSE Enlistment No: 2368
Type of Registration: Non-Individual
Validity: October 30, 2025 - Perpetual
Principal Officer: Mr. Archit Mahajan
Email ID: archit@octonom.com
Contact No: +91 9930180035
Compliance Officer: Mr. Pratik Rathod
Email: compliance@octanom.com
Contact: +91 9076160917
SEBI Correspondence Office Details:
Securities and Exchange Board of India, SEBI Bhavan II, Plot No: C7, “G” Block, Bandra Kurla Complex, Bandra (East), Mumbai-400051
SEBI SCORES: https://scores.sebi.gov.in/scores-home
SMARTODR: https://smartodr.in/login
Disclaimers:
Registration granted by SEBI, enlistment as Research Analyst and Investment Adviser with Exchange, and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.
The company does not guarantee or provide any assurance of return, fixed returns, or risk-free return.
Investments in the securities are subject to market risks. Read all the related documents carefully before investing.
Past performance may or may not be sustained in the future, and there is no guarantee of future results.
All fees and payments must be made solely to the Company's designated bank account. The Company shall not be liable for any payments made to any specific individuals.
Have Questions?
In case you have any doubts or queries, kindly reach out to us on the below email address contactus@octanom.com
