The Indian equity markets have been a powerful engine of wealth creation, delivering significant returns over the years. Driven by strong economic growth, corporate earnings expansion, and structural reforms, Indian equities have consistently rewarded long-term investors.

Despite short-term volatility, the resilience of the Indian economy and its dynamic market structure continue to offer sustained growth opportunities, making equities a cornerstone of long-term wealth accumulation.

We have carefully curated a portfolio comprising 5-6 high-quality funds like:

• Value Funds
• Contra Funds
• Focused Funds
• Index Funds
• Multi-Asset Funds
• Hybrid Funds
• Thematic Funds

Funds are selected through rigorous evaluation of key financial metrics. Our selection process is designed to maximize risk-adjusted returns while ensuring consistency and stability. Each fund undergoes thorough analysis using metrics, such as:

Sharpe Ratio & Sortino Ratio – To measure risk-adjusted performance and downside risk.
Alpha & Beta – To assess a fund’s ability to outperform benchmarks and its sensitivity to market movements.

Our approach prioritizes:

Low Expense Ratios – To maximize net returns.
Experienced Fund Managers – Ensuring a strong track record of performance.
Diversified Holdings – To mitigate concentration risk.
Size of the AUM– To track fund growth and investor confidence.
Sectoral & Geographical Diversification – Providing exposure to high-growth opportunities across

By analysing these parameters closely, we have developed an Only Equity Mutual Fund portfolio, designed to optimize long-term returns while managing risk effectively

Disclaimer

This is not a Portfolio Management Service (PMS) or an Alternative Investment Fund (AIF). We do not solicit funds based on this model, and investors are advised to consult a financial advisor before making any investment decisions. Our Model Portfolio comprises of our proprietary funds which are invested through the Zerodha platform. We do not directly solicit investments; all transactions are conducted through the appropriate AMFI Registration Numbers (ARNs). If you are interested in a similar model portfolio, we are a registered mutual fund distributor and can assist you based on your risk appetite.