Omni Dynamic Allocator
What this strategy is
Dynamic rebalancing across asset classes based on market conditions. ## Age: 5 Months
- This strategy₹1.00 Cr
- NIFTY 50 Hybrid Composite debt 50:50 Index₹1.00 Cr
Illustrative monthly path, net of fees, modelled to the strategy's since-inception CAGR versus the NIFTY 50 Hybrid Composite debt 50:50 Index. Not the actual NAV series; past performance is not indicative of future returns.
Trailing returns vs benchmark
Absolute for windows under a year, annualised (CAGR) beyond. Alpha is the strategy minus its benchmark.
This strategyHow often it has beaten the index
Across every rolling holding period in the modelled history — the longer you hold, the more the odds have favoured the strategy.
Not enough track record to compute rolling windows yet.
Computed on an illustrative monthly path modelled to the since-inception CAGR — not the actual NAV series.
The quality of those returns
Returns mean little without the ride that earned them.
In its worst stretch the strategy fell −2.59% peak-to-trough. A Sharpe of 8.33 means it earned a healthy return for each unit of risk taken. Size the position so a drawdown of that order is one you can sit through.
Under the hood — where the money sits
A focused book of about 32 stocks, spread across the market-cap curve.
- Large35%
- Mid17%
- Small48%
Top holdings and the sector book stream from the live feed — ask Nyra for the current portfolio.
Who runs the money
A strategy is only as good as the hand on the wheel.
Omni Dynamic's Multi Asset approach leans on valuation discipline — buying solid businesses for less than they are worth and waiting for the gap to close. It is benchmarked to the NIFTY 50 Hybrid Composite debt 50:50 Index but invests with conviction rather than hugging the index.
A focused book of roughly 32 holdings means the highest-conviction ideas actually move the portfolio.
A 0-year track record across rallies and drawdowns — positioning shifts with the cycle rather than chasing the last quarter.
Drawdowns are managed deliberately; the worst peak-to-trough on record is about −2.59%.
A multi asset strategy with a mixed but improving profile.
Nyra scores Omni Dynamic Allocator 6.3/10, on a since-inception CAGR near -2.2%. Its sharpest fall on record is about −2.59% — size the position so that ride is one you can hold.
Investors with a 5-year-plus horizon who want active Multi Asset exposure and can sit through equity drawdowns.
A −2.59% drawdown would test your nerve, or you need ₹50 L+ to commit at the SEBI minimum.
A steadier core (large-cap or hybrid) so this can play the higher-conviction satellite in your overall allocation.
The fine print, in plain sight
- Inception
- Nov 2025
- Track record
- 0 years
- Category
- Multi Asset
- Style
- Value
- Benchmark
- NIFTY 50 Hybrid Composite debt 50:50 Index
- Holdings
- 32 stocks
- Fixed fee
- 2.50% fixed
- Performance fee
- Profit share over 8.00% hurdle
- Minimum investment
- ₹50 L
- Lock-in / exit
- Exit Load: 1 Year: 3.00%, 2 Year: 2.00%, 3 Year: 1.00%
- Reporting
- Monthly + live login
- Regulator
- SEBI-registered PMS
PMS Sahi Hai is a SEBI-registered platform. Figures are sourced from the strategy's disclosures and the live feed; the growth chart, rolling-window and risk figures are modelled to the disclosed since-inception CAGR (illustrative, not the actual NAV series). Returns are net of fees where stated. Investments in PMS, AIF and GIFT City strategies are subject to market risk — past performance is not indicative of future results. This page is information, not investment advice.
“I held two PMS for four years and couldn't tell you why. One 15-minute review showed me the overlap, the real post-tax number, and one fund worth replacing. Nobody had ever shown me that math.”
Rajesh K.HNI · Mumbai · ₹3.2 Cr · 2 PMS reviewedComposite client stories — names changed, numbers preserved.
Omni Dynamic Allocator — common questions
What is Omni Dynamic Allocator?
Omni Dynamic Allocator is a Multi Asset PMS strategy from Omni Dynamic, managed by Ashwini Kumar Shami. It follows a Value style, is benchmarked to the NIFTY 50 Hybrid Composite debt 50:50 Index, and carries a Nyra score of 6.3/10.
Who should consider Omni Dynamic Allocator?
It suits investors with a five-year-plus horizon who want active Multi Asset exposure and can stay invested through market drawdowns. The SEBI minimum is ₹50 L.
What returns has it delivered?
Since inception (Nov 2025) it has compounded at roughly -2.2% a year. Returns are net of fees; past performance is not a guarantee of future results.
What are the fees and lock-in?
2.50% fixed, with a performance fee of Profit share over 8.00% hurdle. Exit / lock-in terms: Exit Load: 1 Year: 3.00%, 2 Year: 2.00%, 3 Year: 1.00%.
How risky is it?
Like all market-linked products it can fall in value; the worst drawdown on record is about −2.59%. Omni Dynamic is SEBI-registered and reports monthly. This page is information, not investment advice.
