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

Min.Amount ₹49,622

3Y CAGR 20.99%

High Volatility

Smallcap Quality & Growth Model Quality stocks showing consistent earnings growth

Min.Amount ₹35,431

3Y CAGR 10.50%

High Volatility

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

Min.Amount ₹63,544

3Y CAGR 24.75%

High Volatility

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

Min.Amount ₹56,523

3Y CAGR 12.30%

High Volatility

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

Min.Amount ₹90,054

3Y CAGR 6.66%

Medium Volatility

GEM-Q Model Efficiently managed growing companies experiencing positive momentum

Min.Amount ₹71,395

3Y CAGR 27.13%

High Volatility

Dividend Smart Beta Companies increasing their dividends on a consistent basis

Min.Amount ₹1,23,128

3Y CAGR 6.31%

Medium Volatility

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

Min.Amount ₹73,381

3Y CAGR 7.73%

Medium Volatility

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

Min.Amount ₹71,557

3Y CAGR 15.27%

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 ₹50,284

3Y CAGR 17.88%

High Volatility

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

Min.Amount ₹59,951

3Y CAGR 23.40%

High Volatility

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

Min.Amount ₹30,335

3Y CAGR 27.99%

High Volatility

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

Min.Amount ₹66,411

3Y CAGR 12.27%

Medium Volatility

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

Min.Amount ₹1,16,954

3Y CAGR 24.82%

High Volatility

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

Min.Amount ₹66,012

3Y CAGR 31.23%

High Volatility

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

Min.Amount ₹65,734

3Y CAGR 26.17%

High Volatility

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

Min.Amount ₹1,47,684

3Y CAGR 16.93%

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 ₹30,335

3Y CAGR 27.99%

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 12.27%

Medium Volatility

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

Min.Amount ₹1,16,954

3Y CAGR 24.82%

High Volatility

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

Min.Amount ₹1,47,684

3Y CAGR 16.93%

Medium Volatility

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

Min.Amount ₹34,078

3Y CAGR 24.84%

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 24.84%

High Volatility

Quality Smallcap Quant Quality smallcap stocks with positive momentum trends

Min.Amount ₹10,443

3Y CAGR 28.54%

High Volatility

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

Min.Amount ₹28,357

3Y CAGR 24.18%

High Volatility

Growth at a Fair Price - Asset Allocation Model Growing companies available at fair valuations, along with diversification benefits of gold & debt

Min.Amount ₹49,622

3Y CAGR 28.36%

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 21.10%

Medium Volatility

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

Min.Amount ₹63,544

3Y CAGR 25.80%

Medium Volatility

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

Min.Amount ₹71,395

3Y CAGR 25.12%

Medium Volatility

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

Min.Amount ₹57,865

3Y CAGR 33.60%

High Volatility

Wright Innovation Tracker Wright Innovation: Where Disruption Meets Growth.

Min.Amount ₹62,298

3Y CAGR 26.97%

High Volatility

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

Min.Amount ₹40,800

3Y CAGR 27.07%

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 27.24%

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 25.77%

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 ₹1,05,172

3Y CAGR 18.49%

Medium Volatility

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

Min.Amount ₹20,813

3Y CAGR 19.93%

High Volatility

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

Min.Amount ₹3,56,579

3Y CAGR 17.26%

Medium Volatility

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

Min.Amount ₹85,096

3Y CAGR 20.60%

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 26.39%

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 19.18%

High Volatility

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

Min.Amount ₹39,298

3Y CAGR 27.37%

High Volatility

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

Min.Amount ₹1,63,102

3Y CAGR 6.98%

High Volatility

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

Min.Amount ₹1,11,330

3Y CAGR 17.07%

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 28.43%

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 26.00%

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 27.12%

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 22.14%

High Volatility

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

Min.Amount ₹52,174

2Y CAGR 24.03%

High Volatility

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

Min.Amount ₹1,84,131

2Y CAGR 9.33%

High Volatility

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

Min.Amount ₹70,980

2Y CAGR 3.79%

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 10.97%

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 ₹2,60,072

2Y CAGR 3.36%

High Volatility

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

Min.Amount ₹1,66,540

2Y CAGR 8.47%

High Volatility

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

Min.Amount ₹1,00,907

2Y CAGR 46.33%

High Volatility

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

Min.Amount ₹1,47,935

2Y CAGR 3.61%

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 ₹1,32,542

2Y CAGR 23.68%

High Volatility

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

Min.Amount ₹3,63,840

2Y CAGR -7.01%

Medium 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 3.78%

High Volatility