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

Min.Amount ₹60,764

8Y CAGR 17.17%

High Volatility

Smallcap Quality & Growth Model Quality stocks showing consistent earnings growth

Min.Amount ₹37,425

8Y CAGR 10.86%

High Volatility

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

Min.Amount ₹47,972

8Y CAGR 25.47%

High Volatility

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

Min.Amount ₹61,135

8Y CAGR 14.25%

High Volatility

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

Min.Amount ₹78,150

8Y CAGR 9.95%

Medium Volatility

GEM-Q Model Efficiently managed growing companies experiencing positive momentum

Min.Amount ₹55,522

8Y CAGR 24.26%

High Volatility

Dividend Smart Beta Companies increasing their dividends on a consistent basis

Min.Amount ₹95,749

8Y CAGR 8.41%

Medium Volatility

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

Min.Amount ₹73,894

8Y CAGR 9.88%

Medium Volatility

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

Min.Amount ₹70,243

8Y CAGR 10.51%

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 ₹63,111

7Y CAGR 30.45%

High Volatility

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

Min.Amount ₹47,892

7Y CAGR 23.74%

High Volatility

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

Min.Amount ₹32,090

6Y CAGR 41.77%

High Volatility

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

Min.Amount ₹92,910

6Y CAGR 21.97%

Medium Volatility

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

Min.Amount ₹1,21,095

6Y CAGR 35.88%

High Volatility

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

Min.Amount ₹47,208

6Y CAGR 25.38%

High Volatility

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

Min.Amount ₹48,915

6Y CAGR 30.51%

High Volatility

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

Min.Amount ₹1,12,928

6Y CAGR 19.82%

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 ₹32,090

5Y CAGR 24.05%

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

5Y CAGR 10.26%

Medium Volatility

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

Min.Amount ₹1,21,095

5Y CAGR 23.41%

High Volatility

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

Min.Amount ₹1,12,928

5Y CAGR 19.73%

Medium Volatility

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

Min.Amount ₹19,634

5Y CAGR 28.64%

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

5Y CAGR 28.64%

High Volatility

Quality Smallcap Quant Quality smallcap stocks with positive momentum trends

Min.Amount ₹21,606

6Y CAGR 25.83%

High Volatility

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

Min.Amount ₹65,755

5Y CAGR 22.11%

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

5Y CAGR 20.93%

High Volatility

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

Min.Amount ₹38,442

5Y CAGR 13.93%

High Volatility

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

Min.Amount ₹40,316

5Y CAGR 14.93%

High Volatility

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

Min.Amount ₹56,403

5Y CAGR 14.56%

Medium Volatility

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

Min.Amount ₹48,023

4Y CAGR 28.28%

High Volatility

Wright Innovation Theme Wright Innovation: Where Disruption Meets Growth.

Min.Amount ₹48,737

5Y CAGR 17.65%

High Volatility

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

Min.Amount ₹43,652

4Y CAGR 25.91%

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 29.75%

High Volatility

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

Min.Amount ₹2,61,280

3Y CAGR 28.44%

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 ₹93,692

3Y CAGR 13.04%

Medium Volatility

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

Min.Amount ₹78,790

3Y CAGR 21.57%

High Volatility

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

Min.Amount ₹4,70,545

3Y CAGR 16.59%

Medium Volatility

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

Min.Amount ₹85,245

3Y CAGR 17.96%

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 29.20%

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 14.73%

High Volatility

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

Min.Amount ₹29,293

3Y CAGR 23.89%

High Volatility

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

Min.Amount ₹1,16,001

3Y CAGR 5.30%

High Volatility

GoalFi Quality Select Picks Model A quality strategy holding 10 stocks from the Nifty 750, rebalanced quarterly.

Min.Amount ₹1,77,337

3Y CAGR 17.04%

High Volatility

GoalFi Large Cap Balanced Multi Asset Model A 9-instrument multi-asset portfolio across equity, gold, silver and debt, reviewed quarterly.

Min.Amount ₹2,50,000

3Y CAGR 20.65%

High Volatility

GoalFi Growth & Value Flexi Cap Model A dual-factor strategy holding 15 stocks from the Nifty 500, reviewed quarterly.

Min.Amount ₹3,00,000

3Y CAGR 24.80%

High Volatility

GoalFi Alpha Blend & Quality All Cap Model A dual-factor strategy holding 10 stocks from the Nifty investible universe, reviewed quarterly.

Min.Amount ₹50,000

3Y CAGR 24.09%

High Volatility

GoalFi Momentum Trend Mid & Small Cap Model A momentum strategy holding 12 to 15 stocks from the MidSmall 400 50:50, rebalanced monthly.

Min.Amount ₹1,00,000

3Y CAGR 19.42%

High Volatility

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

Min.Amount ₹84,739

3Y CAGR 21.50%

High Volatility

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

Min.Amount ₹84,739

2Y CAGR 5.25%

High Volatility

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

Min.Amount ₹49,863

2Y CAGR 3.26%

Medium Volatility

GoalFi Multi Factor Dynamic Flexi Cap Model A multi-factor strategy holding 12 stocks from the Nifty 500, rebalanced monthly.

Min.Amount ₹3,00,000

2Y CAGR 6.24%

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 ₹3,59,540

2Y CAGR 10.76%

High Volatility

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

Min.Amount ₹99,756

2Y CAGR 15.14%

High Volatility

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

Min.Amount ₹97,269

2Y CAGR 40.19%

High Volatility

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

Min.Amount ₹1,93,189

2Y CAGR 9.83%

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 ₹3,13,009

2Y CAGR 21.13%

High Volatility

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

Min.Amount ₹3,94,889

2Y CAGR -4.42%

High Volatility

GoalFi Momentum Multi Factor Model A multi-factor strategy holding 12 stocks from the Nifty 750, rebalanced monthly.

Min.Amount ₹1,18,065

2Y CAGR -1.18%

High Volatility