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

Min.Amount ₹29,719

3Y CAGR 16.38%

High Volatility

Straight Flush Quality stocks showing consistent earnings growth

Min.Amount ₹32,166

3Y CAGR 8.78%

High Volatility

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

Min.Amount ₹1,46,495

3Y CAGR 29.78%

High Volatility

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

Min.Amount ₹63,681

3Y CAGR 21.58%

High Volatility

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

Min.Amount ₹88,247

3Y CAGR 11.14%

Medium Volatility

CANSLIM-esque Efficiently managed growing companies experiencing positive momentum, screened using CANSLIM methodology

Min.Amount ₹1,23,810

3Y CAGR 28.81%

High Volatility

Dividend - Smart Beta Companies increasing their dividends on a consistent basis

Min.Amount ₹1,09,755

3Y CAGR 9.63%

Medium Volatility

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

Min.Amount ₹79,908

3Y CAGR 11.78%

Medium Volatility

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

Min.Amount ₹84,648

3Y CAGR 15.93%

Medium Volatility

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

Min.Amount ₹88,532

3Y CAGR 34.61%

High Volatility

Quality Smallcap - Smart Beta Quality smallcap stocks with positive momentum trends

Min.Amount ₹19,859

3Y CAGR 28.09%

High Volatility

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

Min.Amount ₹36,190

3Y CAGR 35.88%

High Volatility

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

Min.Amount ₹29,719

3Y CAGR 18.26%

High Volatility

Straight Flush - Asset Allocation Version Quality stocks showing consistent earnings growth along with diversification benefits of gold & debt

Min.Amount ₹32,166

3Y CAGR 10.86%

Medium Volatility

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

Min.Amount ₹1,46,495

3Y CAGR 18.62%

High Volatility

CANSLIM-esque - Asset Allocation Version Efficient, growing companies with positive momentum and diversification benefits of gold & debt

Min.Amount ₹1,23,810

3Y CAGR 22.53%

High Volatility

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

Min.Amount ₹2,798

2Y CAGR 23.60%

High Volatility

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

Min.Amount ₹3,25,725

2Y CAGR 64.36%

High Volatility

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

Min.Amount ₹1,05,020

2Y CAGR 65.81%

High Volatility

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

Min.Amount ₹2,69,397

2Y CAGR 36.66%

High Volatility

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

Min.Amount ₹45,920

2Y CAGR 66.08%

High Volatility

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

Min.Amount ₹5,19,119

2Y CAGR 42.47%

High Volatility

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

Min.Amount ₹1,09,880

2Y CAGR 55.31%

High Volatility

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

Min.Amount ₹21,051

1Y CAGR 26.21%

High Volatility

Prime Quality - GoalFi Picks Delve into the realm of superior quality with Prime Quality - GoalFi Picks for steady growth.

Min.Amount ₹20,000

11M CAGR 50.90%

High Volatility

Balanced Basket - Steady Gains Research focusing on consistent performance by merging defensive resilience with growth.

Min.Amount ₹25,000

11M CAGR 54.93%

High Volatility

Innovating Growth Leaders Companies spearheading transformative technologies and business models poised for substantial growth

Min.Amount ₹20,000

11M CAGR 71.28%

High Volatility

Alpha Blend – Market Leaders Alpha and proprietary factors converge to define stocks that are leading the charge in the market.

Min.Amount ₹12,000

11M CAGR 86.74%

High Volatility

Momentum Trend Masters Engage with the market's trendsetters with enduring Momentum in Nifty750 Universe.

Min.Amount ₹29,669

11M CAGR 86.31%

High Volatility

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

Min.Amount ₹15,583

10M CAGR 50.53%

High Volatility

Multi Factor - Wealth Maximizer A dynamic strategy combining multiple factors to maximize long-term wealth growth opportunities.

Min.Amount ₹5,00,000

7M CAGR 19.30%

High Volatility

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

Min.Amount ₹2,74,604

5M CAGR 13.78%

High Volatility

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

Min.Amount ₹19,592

5M CAGR 12.19%

High Volatility

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

Min.Amount ₹1,07,319

5M CAGR 14.22%

Medium Volatility

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

Min.Amount ₹1,55,862

5M CAGR 14.57%

High Volatility

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

Min.Amount ₹3,00,354

5M CAGR 6.89%

Medium Volatility

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

Min.Amount ₹1,64,596

5M CAGR 2.60%

High Volatility

Alpha Momentum Fusion – N500 Select A powerful blend of alpha and momentum strategies focused on N500 Universe.

Min.Amount ₹50,000

2M CAGR 13.15%

High Volatility

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