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

Min.Amount ₹62,895

8Y CAGR 17.12%

High Volatility

Smallcap Quality & Growth Model Quality stocks showing consistent earnings growth

Min.Amount ₹34,325

8Y CAGR 10.84%

High Volatility

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

Min.Amount ₹48,041

8Y CAGR 25.62%

High Volatility

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

Min.Amount ₹66,364

8Y CAGR 14.52%

High Volatility

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

Min.Amount ₹90,901

8Y CAGR 11.23%

Medium Volatility

GEM-Q Model Efficiently managed growing companies experiencing positive momentum

Min.Amount ₹61,309

8Y CAGR 24.68%

High Volatility

Dividend Smart Beta Companies increasing their dividends on a consistent basis

Min.Amount ₹1,06,488

8Y CAGR 9.47%

Medium Volatility

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

Min.Amount ₹82,159

8Y CAGR 11.10%

Medium Volatility

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

Min.Amount ₹64,401

8Y CAGR 11.06%

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 ₹60,415

7Y CAGR 29.83%

High Volatility

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

Min.Amount ₹24,799

7Y CAGR 22.32%

High Volatility

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

Min.Amount ₹32,400

7Y CAGR 40.87%

High Volatility

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

Min.Amount ₹1,03,905

7Y CAGR 23.69%

Medium Volatility

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

Min.Amount ₹1,37,233

7Y CAGR 35.03%

High Volatility

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

Min.Amount ₹54,593

6Y CAGR 24.60%

High Volatility

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

Min.Amount ₹45,732

6Y CAGR 28.02%

High Volatility

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

Min.Amount ₹1,07,760

6Y CAGR 19.23%

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 ₹32,400

5Y CAGR 23.36%

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 ₹1,03,905

5Y CAGR 12.29%

Medium Volatility

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

Min.Amount ₹1,37,233

5Y CAGR 22.66%

High Volatility

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

Min.Amount ₹1,07,760

5Y CAGR 19.12%

Medium Volatility

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

Min.Amount ₹20,578

5Y CAGR 27.85%

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 27.85%

High Volatility

Quality Smallcap Quant Quality smallcap stocks with positive momentum trends

Min.Amount ₹23,706

6Y CAGR 25.73%

High Volatility

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

Min.Amount ₹71,127

5Y CAGR 21.23%

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 20.13%

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 13.29%

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 14.27%

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 13.90%

High Volatility

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

Min.Amount ₹44,751

4Y CAGR 27.30%

High Volatility

Wright Innovation Theme Wright Innovation: Where Disruption Meets Growth.

Min.Amount ₹36,319

5Y CAGR 16.95%

High Volatility

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

Min.Amount ₹49,554

4Y CAGR 25.14%

High Volatility

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

Min.Amount ₹2,55,478

4Y CAGR 26.57%

High Volatility

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

Min.Amount ₹2,57,681

4Y CAGR 24.78%

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 ₹1,01,405

4Y CAGR 15.60%

Medium Volatility

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

Min.Amount ₹86,853

4Y CAGR 21.86%

High Volatility

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

Min.Amount ₹5,19,133

4Y CAGR 15.12%

Medium Volatility

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

Min.Amount ₹1,04,578

4Y CAGR 16.58%

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

4Y CAGR 25.94%

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 11.76%

High Volatility

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

Min.Amount ₹13,037

3Y CAGR 21.53%

High Volatility

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

Min.Amount ₹31,206

3Y CAGR 4.55%

High Volatility

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

Min.Amount ₹1,77,075

3Y CAGR 17.82%

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 21.62%

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 25.42%

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 24.75%

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 ₹50,000

3Y CAGR 18.38%

High Volatility

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

Min.Amount ₹84,502

3Y CAGR 21.23%

High Volatility

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

Min.Amount ₹50,000

3Y CAGR 3.21%

High Volatility

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

Min.Amount ₹48,278

3Y CAGR 1.68%

Medium Volatility

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

Min.Amount ₹1,00,000

3Y CAGR 6.77%

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 ₹2,79,860

2Y CAGR 5.60%

High Volatility

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

Min.Amount ₹73,997

2Y CAGR 5.03%

High Volatility

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

Min.Amount ₹65,804

2Y CAGR 35.21%

High Volatility

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

Min.Amount ₹1,89,669

2Y CAGR 4.75%

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 ₹2,16,485

2Y CAGR 15.85%

High Volatility

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

Min.Amount ₹3,69,730

2Y CAGR -6.11%

High Volatility

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

Min.Amount ₹1,12,586

2Y CAGR 0.46%

High Volatility