Mumbai, 26 June, 2025: Maxiom Asset Management has announced the launch of CORAL (Cyclical Opportunities with Responsive Algorithmic Learnings), a cutting-edge PMS strategy that leverages machine learning to capitalise on sector and factor rotation opportunities in Indian equity markets. This is an ETF basket based strategy allowing investors to benefit from lower expense ratios and can enable better risk adjusted returns.
The CORAL strategy follows a four-step process: an analysis of quarterly financial data, such as PAT growth, margin trends, and capacity utilisation across sectors. Machine learning algorithms then identify high-potential sectors based on historical patterns and current metrics. Allocations are dynamically rebalanced using confidence scores and probability models, and investments are executed via sector-specific ETFs. The scrips chosen are from a basket of 12 ETFs collectively represent about 75% of India’s market capitalisation, ensuring diversified exposure and enhanced liquidity. There is a factor based strategy also which picks from 18 ETFs that track strategies such as momentum, quality, volatility, alpha, equal weight market caps.
What sets CORAL apart is its rules-based approach that eliminates emotional biases, sector-specific financial analysis tailored to each industry, and quarterly rebalancing aligned with corporate and economic cycles. For instance, during periods of geopolitical uncertainty, the model may increase allocation to historically resilient sectors like pharma and consumer staples while reducing exposure to more volatile segments such as auto and discretionary.
Its ETF-based structure enhances tax efficiency, especially for NRIs, and ensures transparency, lower volatility with expert oversight. “At Maxiom, we are committed to redefining how India invests by blending deep market insight with advanced technology. CORAL is a reflection of that vision, an AI-powered strategy that brings discipline, agility, and precision to sector and factor investing. As markets grow increasingly complex, our goal is to empower investors with data-driven solutions that adapt in real-time and deliver consistent, risk-adjusted returns”, said Ram Medury, Fund Manager & CEO at Maxiom Wealth.
The firm has rolled out this strategy effective June 2025. The strategy is currently available to investors, with details on minimum investment and fees available upon request.
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