Growth at a Fair Price Model High growth companies that are available at reasonable valuations

Min.Amount ₹57,781

3Y CAGR 20.55%

High Volatility

Smallcap Quality & Growth Model Quality stocks showing consistent earnings growth

Min.Amount ₹33,257

3Y CAGR 9.83%

High Volatility

Value & Momentum Model Positive momentum stocks available at a discount to their peers

Min.Amount ₹70,168

3Y CAGR 22.73%

High Volatility

Dividend Stars Model High dividend yield companies with a track record of not cutting dividends

Min.Amount ₹58,605

3Y CAGR 12.27%

High Volatility

Brand Value Theme Companies that own India's everyday brands. Top consumer favorites

Min.Amount ₹92,800

3Y CAGR 7.82%

Medium Volatility

GEM-Q Model Efficiently managed growing companies experiencing positive momentum

Min.Amount ₹72,965

3Y CAGR 25.88%

High Volatility

Dividend Smart Beta Companies increasing their dividends on a consistent basis

Min.Amount ₹1,34,508

3Y CAGR 6.80%

Medium Volatility

Low Risk Smart Beta A low volatile portfolio that aims for high returns. Passive investing with a twist

Min.Amount ₹78,314

3Y CAGR 7.89%

Medium Volatility

Quality Smart Beta Established companies that have stood the test of time. Timeless classics

Min.Amount ₹70,372

3Y CAGR 14.00%

Medium Volatility

Lotusdew Listed Venture Capital Theme Venture Capital style investments into small listed companies with quality governance board & quality earnings poised to grow

Min.Amount ₹52,218

3Y CAGR 14.30%

High Volatility

Balanced Multi Factor Model Mastering Factor Investing: Diversify, Adapt, and Grow with Wright Balanced.

Min.Amount ₹60,446

3Y CAGR 19.05%

High Volatility

High Quality Right Price Fundamental Invest in stocks that will benefit from Aatma Nirbhar Bharat theme!

Min.Amount ₹30,166

3Y CAGR 27.98%

High Volatility

Index Advantage Smart Beta Invest in the top stocks from the NIFTY 50 index

Min.Amount ₹65,482

3Y CAGR 11.46%

Medium Volatility

DiviGrowth Capital Dividend Model Invest in High Dividend Yield and Growth Stocks

Min.Amount ₹1,25,053

3Y CAGR 23.10%

High Volatility

Wright Smallcaps Model Small Stocks, Big Potential: Unleash the Wright Smallcaps Revolution.

Min.Amount ₹64,761

3Y CAGR 29.74%

High Volatility

Wright Momentum Model Momentum investing: Aiming to capitalize on market trends for potential growth.

Min.Amount ₹67,560

3Y CAGR 23.44%

High Volatility

Emerging Global Giants - Global Companies Theme Invest in India's best MNC companies for global growth.

Min.Amount ₹1,52,396

3Y CAGR 16.24%

Medium Volatility

High Quality Right Price (AUM Plan) Fundamental Invest in stocks that will benefit from Aatma Nirbhar Bharat and China Plus One investment theme!

Min.Amount ₹30,166

3Y CAGR 27.98%

High Volatility

Smart Index Advantage (AUM Plan) Smart Beta This portfolio invests in the best 25 NIFTY Index companies which helps you outperform the Index

Min.Amount ₹1,00,000

3Y CAGR 11.46%

Medium Volatility

DiviGrowth Capital (AUM) Dividend Model Invest in companies with High Dividend Yield and Opportunities of Capital Appreciation

Min.Amount ₹1,25,053

3Y CAGR 23.10%

High Volatility

Global Companies - AUM Plan Theme Invests in Best MNC's following our High Quality Right Price philosophy

Min.Amount ₹1,52,396

3Y CAGR 16.24%

Medium Volatility

Smallcap Compounders Fundamental Invest in smallcap stocks which can generate multifold returns.

Min.Amount ₹21,323

3Y CAGR 23.39%

High Volatility

Smallcap Compounders (AUM Plan) Fundamental Invests in Small-Cap stocks which have potential to generate multifold returns in coming years

Min.Amount ₹1,00,000

3Y CAGR 23.39%

High Volatility

Quality Smallcap Quant Quality smallcap stocks with positive momentum trends

Min.Amount ₹18,961

3Y CAGR 24.05%

High Volatility

Lotusdew Nanocap Champs Theme Nanocap companies less than 500 crores with potential to grow their earnings and market share

Min.Amount ₹32,952

3Y CAGR 25.53%

High Volatility

HNI Prime-Growth at a Fair Price Asset Allocation High growth-focussed investing, with systematic protection when markets turn

Min.Amount ₹15,00,000

3Y CAGR 28.40%

High Volatility

Smallcap Quality & Growth - Asset Allocation Model Quality stocks showing consistent earnings growth along with diversification benefits of gold & debt

Min.Amount ₹40,774

3Y CAGR 20.40%

Medium Volatility

Value & Momentum - Asset Allocation Model Positive momentum stocks available at a discount along with diversification benefits of gold & debt

Min.Amount ₹70,168

3Y CAGR 23.95%

Medium Volatility

GEM-Q - Asset Allocation Model Efficient, growing companies with positive momentum and diversification benefits of gold & debt

Min.Amount ₹72,965

3Y CAGR 24.15%

Medium Volatility

Wright New India Manufacturing Theme Unleash the True Potential of a Rising Nation!

Min.Amount ₹68,459

3Y CAGR 31.06%

High Volatility

Wright Innovation Tracker Wright Innovation: Where Disruption Meets Growth.

Min.Amount ₹72,808

3Y CAGR 24.82%

High Volatility

Lotusdew Golden Opportunity Asset Allocation An asset allocation basket of gold related equity hedged with physical gold exposure

Min.Amount ₹44,235

3Y CAGR 25.49%

High Volatility

CWA All Caps 35 Quant Systematic Investing in trending and outperforming stocks from Total Market. Recmd amt : 5-15 lacs

Min.Amount ₹2,50,000

3Y CAGR 25.01%

High Volatility

CWA MILT 25 Quant Diversified Quantitative Investing in momentum breakout stocks from Total Market Recmd amt:5-15 lacs

Min.Amount ₹2,20,000

3Y CAGR 26.69%

High Volatility

CWA Large Cap Leaders Quant Systematic Investing in trending and outperforming stocks from the Nifty 100, Rcmd amt : 5-15 lacs

Min.Amount ₹1,06,161

3Y CAGR 15.69%

Medium Volatility

CWA Everest 10 Quant Concentrated Systematic Investing in the Top 10 outperformers from Nifty 500, Rcmd amt : 5-15 lacs

Min.Amount ₹22,747

3Y CAGR 17.23%

High Volatility

CWA Fantastic 50 Quant Diversified Systematic Investing in trending & outperforming stocks frm Nifty 500 Rcmd amt : 5-15lac

Min.Amount ₹3,75,071

3Y CAGR 15.39%

Medium Volatility

CWA Multi-Cap Momentum Gladiators Quant Quantitative Investing in strong momentum and trending multicap outperformers. Recmd invt. 5-15 lac

Min.Amount ₹75,137

3Y CAGR 17.13%

High Volatility

Momentum : Growth Stocks Model Invest in India’s Growth and Futuristic Businesses with Quality Edge of Bullish India Team

Min.Amount ₹50,000

3Y CAGR 23.94%

High Volatility

Large : Mid : Small Cap Wonders Model Explore India's Large, Mid, and Small Cap Wonders with Bullish India Team

Min.Amount ₹50,000

3Y CAGR 19.07%

High Volatility

Alpha Prime Momentum Model Concentrated Trend: High risk, high strategy aiming to generate alpha return with a few stocks

Min.Amount ₹38,106

3Y CAGR 27.01%

High Volatility

Lotusdew High Frequency Strategy Quant Built to take advantage of high frequency macro economic and corporate action indicators

Min.Amount ₹49,170

3Y CAGR 8.10%

High Volatility

Prime Quality - Select Picks All Cap Model A quality-focused factor strategy selecting high-profitability, low-leverage stocks from Nifty750.

Min.Amount ₹1,16,241

3Y CAGR 17.53%

High Volatility

GoalFi Large Cap Balanced Multi Asset Model A multi-asset portfolio blending large-cap equity, debt, and gold to achieve steady returns.

Min.Amount ₹2,50,000

3Y CAGR 26.52%

High Volatility

GoalFi Growth & Value Flexi Cap Model A growth & value focused strategy selecting high-potential stocks from Nifty 500.

Min.Amount ₹3,00,000

3Y CAGR 26.29%

High Volatility

GoalFi Alpha Blend & Quality All Cap Model A discretionary factor strategy selecting high-alpha and high-quality stocks from the Nifty 750.

Min.Amount ₹50,000

3Y CAGR 28.09%

High Volatility

GoalFi Momentum Trend Mid & Small Cap Model A rule based factor strategy selecting high-momentum stocks from MidSmall400

Min.Amount ₹1,00,000

3Y CAGR 21.10%

High Volatility

Lotusdew Value Momentum Fundamental Undervalued companies with strong fundamentals experiencing or poised for positive momentum

Min.Amount ₹54,292

2Y CAGR 27.37%

High Volatility

BULLISH INDIA Technicals Model Take a disciplined investment approach with 'BULLISH INDIA Technicals

Min.Amount ₹1,77,483

2Y CAGR 9.57%

High Volatility

Wright Titan Quality Model Embrace large-caps for steady returns.

Min.Amount ₹61,994

2Y CAGR 4.01%

Medium Volatility

GoalFi Multi Factor Dynamic Flexi Cap Model A multi-factor strategy selecting stocks from Nifty 500, adjusting factors basis market conditions.

Min.Amount ₹3,00,000

2Y CAGR 10.76%

High Volatility

CWA Manufacturing (China Plus One) Theme Systematic Investing in strong and leading stocks from the manufacturing sector.Rcmd Amt 5-15 Lacs.

Min.Amount ₹3,24,982

2Y CAGR 6.07%

High Volatility

CWA Infrastructure Theme Systematic Investing in strong and leading stocks from the Infrastructure space. Rcmd amt: 5-15 lacs

Min.Amount ₹1,61,006

2Y CAGR 12.80%

High Volatility

CWA Defence Theme Systematic Investing in trending and outperforming stocks from the Defence Space. Rcmd amt:5-15 lacs

Min.Amount ₹1,06,888

2Y CAGR 53.96%

High Volatility

CWA Dual Momentum Quant Combination of absolute and relative momentum investing in leading stocks ; Rcmd amt : 5-15 lacs

Min.Amount ₹1,72,318

2Y CAGR 5.53%

High Volatility

CWA Multi-Asset Asset Allocation Multi-Asset allocation model investing across equities, gold, silver and G-Secs; Rcmd amt: 5-15 lacs

Min.Amount ₹2,11,468

2Y CAGR 23.09%

High Volatility

CWA Ahimsa Portfolio Theme Quantitative investing in companies with Ahimsak Businesses. Rcmnd amt: 5-15 Lacs

Min.Amount ₹3,62,259

2Y CAGR -5.34%

High Volatility

AlphaMomentum - Quality Picks N500 Model A discretionary strategy selecting high-alpha, high-momentum, high-quality stocks from Nifty500.

Min.Amount ₹50,000

2Y CAGR 3.77%

High Volatility