Hedged Quantum Alpha
Hedged Quantum Alpha
Safety of debt combined with alpha from Nifty’s big up moves
Objective
To combine the stability of debt with the potential to capture significant gains if the Nifty makes a strong move on the upside. The strategy offers limited downside profits while keeping the upside open-ended.
Position Construction
The portfolio is structured into two key components:
1. Debt Allocation–Investment in high-quality debt instruments.
2. Derivative Structures–Half-yearly or yearly spread positions on both sides of the market, designed to benefit from directional moves in the Nifty.
Time Horizon
This is positioned as an investment strategy with a minimum holding period of 12 months. It is best suited for investors seeking capital protection, stable debt-like returns on the downside, and upside participation linked to Nifty performance with alpha returns.
Capital Protection
Yes
Drawdown
This strategy is capital protected with a max drawdown of 5%.
Nifty Level
Nifty Move (in %)
Strategy Returns (in %)
Absolute returns
21000
-16
3.9
78000
22000
-12
3.9
78000
23000
-8
3.9
78000
24000
-4
0.5
10000
25000
0
0.5
10000
26000
4
0.5
10000
27000
8
6.4
128000
28000
12
13.9
278000
29000
16
21.4
428000
30000
20
28.9
578000
31000
24
36.4
728000
Nifty Level
Nifty Move (in %)
Strategy Returns (in %)
Absolute returns
21000
-16
3.9
78000
22000
-12
3.9
78000
23000
-8
3.9
78000
24000
-4
0.5
10000
25000
0
0.5
10000
26000
4
0.5
10000
27000
8
6.4
128000
28000
12
13.9
278000
29000
16
21.4
428000
30000
20
28.9
578000
31000
24
36.4
728000
Objective
To combine the stability of debt with the potential to capture significant gains if the Nifty makes a strong move on the upside. The strategy offers limited downside profits while keeping the upside open-ended.
Position Construction
The portfolio is structured into two key components: 1. Debt Allocation–Investment in high-quality debt instruments. 2. Derivative Structures–Half-yearly or yearly spread positions on both sides of the market, designed to benefit from directional moves in the Nifty.
Time Horizon
This is positioned as an investment strategywith a minimum holding period of 12 months. It is best suited for investors seeking capital protection, stable debt-like returns on the downside, and upside participation linked to Nifty performance with alpha returns
Capital Protection
Yes
Drawdown
This strategy is capital protected with a max drawdown of 5%
Objective
To combine the stability of debt with the potential to capture significant gains if the Nifty makes a strong move on the upside. The strategy offers limited downside profits while keeping the upside open-ended.
Position Construction
The portfolio is structured into two key components:
1. Debt Allocation–Investment in high-quality debt instruments.
2. Derivative Structures–Half-yearly or yearly spread positions on both sides of the market, designed to benefit from directional moves in the Nifty.
Time Horizon
This is positioned as an investment strategy with a minimum holding period of 12 months. It is best suited for investors seeking capital protection, stable debt-like returns on the downside, and upside participation linked to Nifty performance with alpha returns.
Capital Protection
Yes
Drawdown
This strategy is capital protected with a max drawdown of 5%.
Nifty Level
Nifty Move (in %)
Strategy Returns (in %)
Absolute returns
21000
-16
3.9
78000
22000
-12
3.9
78000
23000
-8
3.9
78000
24000
-4
0.5
10000
25000
0
0.5
10000
26000
4
0.5
10000
27000
8
6.4
128000
28000
12
13.9
278000
29000
16
21.4
428000
30000
20
28.9
578000
31000
24
36.4
728000
Objective
To combine the stability of debt with the potential to capture significant gains if the Nifty makes a strong move on the upside. The strategy offers limited downside profits while keeping the upside open-ended.
Position Construction
The portfolio is structured into two key components:
1. Debt Allocation–Investment in high-quality debt instruments.
2. Derivative Structures–Half-yearly or yearly spread positions on both sides of the market, designed to benefit from directional moves in the Nifty.
Time Horizon
This is positioned as an investment strategy with a minimum holding period of 12 months. It is best suited for investors seeking capital protection, stable debt-like returns on the downside, and upside participation linked to Nifty performance with alpha returns.
Capital Protection
Yes
Drawdown
This strategy is capital protected with a max drawdown of 5%.
Nifty Level
Nifty Move (in %)
Strategy Returns (in %)
Absolute returns
21000
-16
3.9
78000
22000
-12
3.9
78000
23000
-8
3.9
78000
24000
-4
0.5
10000
25000
0
0.5
10000
26000
4
0.5
10000
27000
8
6.4
128000
28000
12
13.9
278000
29000
16
21.4
428000
30000
20
28.9
578000
31000
24
36.4
728000
Nifty Level
Nifty Move (in %)
Strategy Returns (in %)
Absolute returns
21000
-16
3.9
78000
22000
-12
3.9
78000
23000
-8
3.9
78000
24000
-4
0.5
10000
25000
0
0.5
10000
26000
4
0.5
10000
27000
8
6.4
128000
28000
12
13.9
278000
29000
16
21.4
428000
30000
20
28.9
578000
31000
24
36.4
728000
Objective
To combine the stability of debt with the potential to capture significant gains if the Nifty makes a strong move on the upside. The strategy offers limited downside profits while keeping the upside open-ended.
Position Construction
The portfolio is structured into two key components: 1. Debt Allocation–Investment in high-quality debt instruments. 2. Derivative Structures–Half-yearly or yearly spread positions on both sides of the market, designed to benefit from directional moves in the Nifty.
Time Horizon
This is positioned as an investment strategywith a minimum holding period of 12 months. It is best suited for investors seeking capital protection, stable debt-like returns on the downside, and upside participation linked to Nifty performance with alpha returns
Capital Protection
Yes
Drawdown
This strategy is capital protected with a max drawdown of 5%
Objective
To combine the stability of debt with the potential to capture significant gains if the Nifty makes a strong move on the upside. The strategy offers limited downside profits while keeping the upside open-ended.
Position Construction
The portfolio is structured into two key components:
1. Debt Allocation–Investment in high-quality debt instruments.
2. Derivative Structures–Half-yearly or yearly spread positions on both sides of the market, designed to benefit from directional moves in the Nifty.
Time Horizon
This is positioned as an investment strategy with a minimum holding period of 12 months. It is best suited for investors seeking capital protection, stable debt-like returns on the downside, and upside participation linked to Nifty performance with alpha returns.
Capital Protection
Yes
Drawdown
This strategy is capital protected with a max drawdown of 5%.
Nifty Level
Nifty Move (in %)
Strategy Returns (in %)
Absolute returns
21000
-16
3.9
78000
22000
-12
3.9
78000
23000
-8
3.9
78000
24000
-4
0.5
10000
25000
0
0.5
10000
26000
4
0.5
10000
27000
8
6.4
128000
28000
12
13.9
278000
29000
16
21.4
428000
30000
20
28.9
578000
31000
24
36.4
728000
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
