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

Min.Amount ₹66,395

3Y CAGR 22.38%

High Volatility

Smallcap Quality & Growth Model Quality stocks showing consistent earnings growth

Min.Amount ₹35,915

3Y CAGR 12.31%

High Volatility

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

Min.Amount ₹71,191

3Y CAGR 23.32%

High Volatility

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

Min.Amount ₹57,609

3Y CAGR 11.94%

High Volatility

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

Min.Amount ₹94,373

3Y CAGR 8.73%

Medium Volatility

GEM-Q Model Efficiently managed growing companies experiencing positive momentum

Min.Amount ₹74,402

3Y CAGR 26.26%

High Volatility

Dividend Smart Beta Companies increasing their dividends on a consistent basis

Min.Amount ₹1,14,021

3Y CAGR 7.32%

Medium Volatility

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

Min.Amount ₹80,595

3Y CAGR 8.20%

Medium Volatility

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

Min.Amount ₹67,170

3Y CAGR 15.00%

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 ₹52,678

3Y CAGR 13.50%

High Volatility

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

Min.Amount ₹62,514

3Y CAGR 17.70%

High Volatility

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

Min.Amount ₹39,051

3Y CAGR 28.83%

High Volatility

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

Min.Amount ₹64,330

3Y CAGR 11.86%

Medium Volatility

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

Min.Amount ₹1,22,925

3Y CAGR 21.82%

High Volatility

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

Min.Amount ₹64,852

3Y CAGR 26.91%

High Volatility

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

Min.Amount ₹57,515

3Y CAGR 20.97%

High Volatility

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

Min.Amount ₹1,48,107

3Y CAGR 16.26%

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 ₹39,051

3Y CAGR 28.83%

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 11.86%

Medium Volatility

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

Min.Amount ₹1,22,925

3Y CAGR 21.82%

High Volatility

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

Min.Amount ₹1,48,107

3Y CAGR 16.26%

Medium Volatility

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

Min.Amount ₹23,649

3Y CAGR 23.91%

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 23.91%

High Volatility

Quality Smallcap Quant Quality smallcap stocks with positive momentum trends

Min.Amount ₹21,174

3Y CAGR 23.56%

High Volatility

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

Min.Amount ₹60,118

3Y CAGR 25.14%

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 29.45%

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 23.12%

Medium Volatility

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

Min.Amount ₹71,191

3Y CAGR 24.31%

Medium Volatility

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

Min.Amount ₹74,402

3Y CAGR 24.29%

Medium Volatility

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

Min.Amount ₹61,702

3Y CAGR 29.00%

High Volatility

Wright Innovation Tracker Wright Innovation: Where Disruption Meets Growth.

Min.Amount ₹66,270

3Y CAGR 23.01%

High Volatility

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

Min.Amount ₹45,771

3Y CAGR 26.74%

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 22.21%

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 24.99%

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 ₹1,74,517

3Y CAGR 14.78%

Medium Volatility

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

Min.Amount ₹19,947

3Y CAGR 16.25%

High Volatility

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

Min.Amount ₹3,89,174

3Y CAGR 14.87%

Medium Volatility

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

Min.Amount ₹80,980

3Y CAGR 15.94%

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 21.74%

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 19.36%

High Volatility

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

Min.Amount ₹34,877

3Y CAGR 24.57%

High Volatility

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

Min.Amount ₹54,573

3Y CAGR 8.29%

High Volatility

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

Min.Amount ₹1,86,484

3Y CAGR 18.81%

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 25.05%

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 27.48%

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 27.03%

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 20.54%

High Volatility

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

Min.Amount ₹47,322

2Y CAGR 26.43%

High Volatility

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

Min.Amount ₹50,000

2Y CAGR 7.94%

High Volatility

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

Min.Amount ₹68,251

2Y CAGR 5.15%

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 9.84%

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 ₹2,80,649

2Y CAGR 6.11%

High Volatility

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

Min.Amount ₹1,41,958

2Y CAGR 10.99%

High Volatility

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

Min.Amount ₹85,342

2Y CAGR 47.62%

High Volatility

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

Min.Amount ₹1,40,413

2Y CAGR 5.45%

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 ₹2,87,666

2Y CAGR 20.99%

High Volatility

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

Min.Amount ₹3,68,290

2Y CAGR -4.28%

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 2.94%

High Volatility