Dolat Quantum Leap

Dolat Quantum Leap follows a multi-factor quantitative framework that combines multiple data-driven signals rather than relying on a single investing style.

DQL believes markets are uncertain, but the investment process should remain disciplined. It uses proprietary pattern recognition, data-driven signals and disciplined risk management to identify opportunities and adapt across market cycles.

The strategy invests within the Nifty 500 universe.

We invest across large-cap, mid-cap, and small-cap opportunities. Allocation is opportunity-led and Quant-driven, rather than constrained by market-cap labels.

We typically maintain a focused portfolio of ~20-25 holdings when we are fully invested. We can also move into cash depending on the market environment. Concentration reflects conviction not risk and allows meaningful participation in long-term compounding opportunities.

The portfolio is rebalanced on a monthly basis, driven by updated signal outputs from the quantitative model. In addition, the risk management layer monitors the portfolio continuously. Cash calls can be triggered at any point when market breadth or volatility signals indicate elevated downside risk, independent of the monthly rebalancing cycle.

The portfolio is rebalanced on a monthly basis, driven by updated signal outputs from the quantitative model. In addition, the risk management layer monitors the portfolio continuously. Cash calls can be triggered at any point when market breadth or volatility signals indicate elevated downside risk, independent of the monthly rebalancing cycle.

DQL manages risk through multiple built-in mechanisms. Dynamic cash calls reduce equity exposure when market breadth deteriorates. Volatility-adjusted return analysis governs position sizing, and drawdown mitigation is a core design principle rather than a reactive measure.

Yes, Cash calls can trigger at any point when market breadth or volatility signals indicate elevated downside risk, independent of the monthly rebalancing cycle.

No, we only invest in Nifty 500 stocks and would not deviate from the universe.

In line with SEBI guidelines, we use BSE 500 TRI benchmarks to assess the performance of our different strategies.

The recommended investment horizon for Dolat Quantum Leap is 3 to 5 years. This allows the strategy adequate time to compound across full market cycles, including periods of drawdown and recovery, where systematic discipline and cash call management deliver their clearest advantage over passive benchmarks.

Yes. As a SEBI-registered Portfolio Management Service, Dolat Capital is required to provide investors with regular performance reporting. Clients receive monthly portfolio statements, portfolio holdings, returns, and transaction activity.

Dolat Quantitative Investing follows a systematic, data-driven process powered by the Dolat Quant Engine (DQE), combining rigorously tested models, disciplined portfolio construction and predefined risk-management rules.

Traditional investing typically relies on fundamental research and fund manager judgement. Quantitative investing uses data, statistical analysis and objective rules to make investment decisions systematically.

A multi-factor strategy evaluates stocks across multiple independent signals simultaneously, rather than relying on a single factor/variable, helping build a more diversified and robust investment process.

Quantitative investing seeks to improve investment outcomes through disciplined stock selection, consistent execution, broad market analysis and systematic risk management, while reducing behavioural biases. It evaluates multiple investment signals simultaneously rather than through a sequential filtering process, enabling a broader and more consistent assessment of opportunities.

Dolat’s quantitative approach combines proprietary pattern recognition, extensive simulations, walk forward optimization, linear and parallel computation along with disciplined risk management within an integrated quantitative investment framework.

No. Human expertise is essential in designing, testing and monitoring the investment framework, while day-to-day investment decisions are executed systematically through predefined quantitative rules.

The strategy uses multiple rigorously validated quantitative signals derived from market data. Stock selection is model-driven rather than based on conventional technical or fundamental analysis.

No investment approach performs equally across all market conditions. Quantitative investing aims to navigate different market environments through multiple signals, disciplined portfolio construction and systematic risk management, while maintaining a consistent investment process.

Yes. The model continuously evaluates market patterns, cycles and relative trends, allowing portfolio positioning and risk exposure to adjust systematically as market conditions evolve.

The strategy is designed to eliminate subjective decision-making. Investment decisions follow extensively tested objective rules, helping maintain consistency and discipline across different market environments.

While past returns do not guarantee future results, we aim to consistently generate ALPHA by investing in Nifty 500 stocks through quant-based investing process.

No, PMS’s are not allowed to offer guaranteed return products in equities.

Calculation of performance fee is done considering the high watermark principle.
‘High Water Mark’ is the higher of either ‘corpus investment value’ or ‘highest portfolio value at which fees has been paid historically’.

Illustration of how the High-Water Mark would work: A client’s initial contribution is Rs 1,00,00,000, which rises to Rs 1,25,00,000 in its first year. Therefore, a performance fee would be payable on the Rs 25,00,000 return. Next year, the portfolio value drops to Rs 110,00,000. Therefore, no performance fee is payable. In the third year, the portfolio value rises to Rs 1,40,00,000. A performance fee is payable only on the profit over the previously achieved high watermark, i.e., Rs 1,25,00,000 less performance fee (including taxes).

Fees are charged in accordance with the applicable fee structure. Management fees are calculated monthly based on the average AUM for the month. Please refer the fee calculator available on our website for further information on management and performance fees.

The Portfolio Manager shall recover following charges on regular basis from the client at actuals:

• Demat Charges; Brokerage + GST + Securities Transaction Tax (STT) + Exchange Transaction charges + Stamp Duty + any other statutory levies;

• Bank Charges and Custody Charges;

• Fees, entry/exit loads and charges in respect of investment in mutual fund;

• Certification charges or professional charges; Registrar and Transfer Agents’ fees

• GST Extra will be applicable on all fees. Taxes as may be applicable from time to time;

• Such other cost and expenses incurred by the Portfolio Manager directly in connection with the provision of the services.

Yes. Strategy performance is reported on a TWRR basis in accordance with SEBI guidelines. An individual client’s return may differ depending on the timing of their investment, additional inflows or withdrawals, and other client-specific transactions.

Yes, you can transfer your existing shares to your PMS account with minimum portfolio value at INR 50 lakhs. You can also have a combination of shares plus funds from bank transfers.

Yes, NRIs (except Clients from USA, Canada & FATF banned countries) can invest in Dolat Quantum Leap subject to applicable SEBI and RBI guidelines governing PMS investments by non-resident Indians. It is recommended to connect with the team directly at customerservice.pms@dolatcapital.com to understand the documentation and onboarding process specific to NRI investors.

No, there is no Lock in, However, if you exit before 1 year you maybe charged exit load upto 1%.

Yes, investors in a PMS can typically redeem their investments at any time. However, it is important to consider any potential exit charges and tax implications along with the terms of the agreement with the portfolio manager. Since PMS strategies are generally designed for the long term, aligning your investment horizon with the strategy’s objectives can be beneficial for achieving optimal results.

Yes. You can invest additional money anytime, the minimum additional investment has to be Rs. 10 lakhs  It is recommended to connect with the team at customerservice.pms@dolatcapital.com to understand further documentation.

Yes, you can withdraw partially, provided that the market value of portfolio does not fall below ₹50 lakh or any other minimum amount specified by the regulator from time to time.

The onboarding timeline depends on the completeness of the documentation and successful completion of all regulatory checks. As per SEBI’s Investor Charter for Portfolio Managers:
• Resident Individual: Typically, within 7 days from receipt of all required documents.
• Non-Individual / Corporate Clients: Typically, within 14 days from receipt of all required documents.
• NRI Clients: Typically, within 14 days, as additional bank, demat and regulatory formalities may be involved.
These timelines are subject to successful completion of KYC, CKYC/KRA validation, FATCA/CRS declarations (where applicable), execution of the PMS Agreement, and review by the Portfolio Manager and relevant service providers.

In a PMS, investments are held in the investor’s name and the resulting tax liability is generally borne by the investor, similar to investing directly in the capital markets. The tax treatment may vary depending on the nature of income, transactions and the investor’s individual tax circumstances.

The Portfolio Manager provides relevant statements and reports to assist investors in determining their tax liability. Investors are advised to consult their tax advisor for guidance based on their individual circumstances.