Our Products
Sector Leaders
High-conviction exposure to the frontline of India's economic growth.
Brings over 40 years of deep market expertise, generating consistent alpha through disciplined stock selection.
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
-
Systematic funneling of 2,000 stocks to an investable pool of 60.
-
Governance-centric selection basis capital allocation track records and management pedigree.
-
Quarterly calibration basis frequent ranking and weightage reviews.
-
Average returns of 84% across active portfolio holdings.
Performance Overview
Detailed factsheet, top holdings, and sector allocation.
Download Factsheet
Join the architects of India's economic growth
Request a performance estimate with our fund management team.
Enquire now
Midcap Marvels
A focused capture of high-growth trajectories of emerging enterprise leaders.
Brings over 40 years of deep market expertise, generating consistent alpha through disciplined stock selection.
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
-
Prevents over-diversification by capping total holdings at 25 stocks.
-
Risk-managed entry protocols ensuring no exposure below the ₹1,000 Cr. market cap floor.
-
Average return of 127% across the current portfolio.
Performance Overview
Detailed factsheet, top holdings, and sector allocation.
Download Factsheet
Make the most of mid-cap markets
Request a performance estimate with our fund management team.
Enquire now
Wealth Fusion
A tactical multi-asset strategy designed to capture growth while neutralizing market volatility.
Brings over 40 years of deep market expertise, generating consistent alpha through disciplined stock selection.
Investment Approach
A Core-Satellite methodology designed to neutralize volatility while capturing multi-cap growth through defined allocation mandates:
The 60/40 Equity Anchor: Min. 60% weight in Large-Cap stability with up to 40% tactical exposure to Mid and Small-caps.
Hybrid Structure: Seamlessly integrating a multi-cap portfolio of 20 stocks with a 70–80% core allocation in institutional-grade mutual funds.
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
-
4P Model for fund screening and rigorous business analysis for equity.
-
Risk-mitigation through quarterly rebalancing and continuous stress testing across market cycles.
-
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
-
Average return of 83% across the current portfolio.
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