Our Products
Sector Leaders Fund
High-conviction exposure to the frontline of India's economic growth.
Investment Approach
A dual-lens strategy combining top-down sector selection with bottom-up business analysis, governed by two strict mandates to ensure portfolio differentiation and resilience:
The 60% Large-Cap Anchor: Ensuring a structural floor of stability by maintaining a minimum 60% weight in Large-Cap market leaders.
Concentrated Selection: Capping the portfolio at 35 high-conviction stocks to prevent performance dilution and maintain a purely focused exposure.
Investment Objective
To capture long-term capital appreciation by concentrating on market leaders with sustainable moats, superior management pedigree, and structural longevity required to navigate multiple market cycles.
Features
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Systematic funneling of 2,000 stocks to an investable pool of 60.
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Governance-centric selection basis capital allocation track records and management pedigree.
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Quarterly calibration basis frequent ranking and weightage reviews.
Performance Overview
Detailed factsheet, top holdings, and sector allocation.
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Join the architects of India's economic growth
Request a performance estimate with our fund management team.
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Midcap Marvels Fund
A focused capture of high-growth trajectories of emerging enterprise leaders.
Investment Approach
A pure bottom-up selection strategy focused on identifying future market leaders, governed by strict concentration and liquidity mandates:
Market-Cap Discipline: Entry is restricted to stocks above ₹1,000 Cr. market cap and within the SEBI/AMFI mid-cap threshold.
Conviction-Led Range: Portfolio size is strictly maintained between 15 and 25 stocks to balance focus with diversification.
Investment Objective
To generate superior risk-adjusted returns, by investing in a concentrated portfolio of mid-sized companies demonstrating scalable business models and high earnings potential.
Features
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Prevents over-diversification by capping total holdings at 25 stocks.
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Risk-managed entry protocols ensuring no exposure below the ₹1,000 Cr. market cap floor.
Performance Overview
Detailed factsheet, top holdings, and sector allocation.
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Make the most of mid-cap markets
Request a performance estimate with our fund management team.
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Wealth Fusion Fund
A tactical multi-asset strategy designed to capture growth while neutralizing market volatility.
Investment Approach
A disciplined allocation framework combining stability, diversification and tactical growth exposure.
Mutual Funds: To balance stability with differentiated growth potential, 70-80% core allocation is complemented by 20-30% satellite exposure.
Multi-Cap Direct Equity Participation: A concentrated multi-cap portfolio of 20 stocks, with a minimum 60% allocation to large-caps and up to 40% exposure to mid and small-cap opportunities.
Investment Objective
To achieve long-term wealth creation by blending a core foundation of diversified mutual funds with a high-conviction, professionally managed direct equity portfolio.
Features
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4P Model for fund screening and rigorous business analysis for equity.
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Risk-mitigation through quarterly rebalancing and continuous stress testing across market cycles.
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Flexible plan options basis risk appetite:
Plan 1: 50% Mutual Funds + 50% Direct Equity Balanced approach for investors seeking equal exposure to both strategies Fee: 1.75% p.a. + GSTPlan 2: 80% Mutual Funds + 20% Direct Equity Conservative approach with greater stability and lower risk Fee: 1.30% p.a. + GST
Performance Overview
Detailed factsheet, top holdings, and sector allocation.
Download Factsheet
Explore tailored allocation frameworks
Request a performance estimate with our fund management team.
Enquire now