Direct Mutual Fund Growth Portfolio
A disciplined approach to build wealth using Mutual Funds
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About the Model Portfolio
This Direct Mutual Fund Model Portfolio focused on long-term wealth creation through a disciplined and diversified approach. The portfolio combines the strengths of multiple asset classes and investment styles to deliver growth, stability, and consistent performance across market cycles.
Best part of this portfolio is you can start SIP, minimum investment for is ₹2000.
This model portfolio is built after analyzing the best-performing and most reliable direct mutual funds across categories. It includes a balanced mix of: Momentum Funds, Large Cap Funds, Mid Cap and Small Cap Funds, Gold Funds / Gold ETF FoF and Debt with different % allocation to each funds.
By combining these segments thoughtfully, the portfolio aims to:
- ▸ Build long-term wealth systematically
- ▸ Reduce unnecessary risk through diversification
- ▸ Capture growth with mid caps, small caps, and momentum strategies
- ▸ Maintain stability with debt and large caps
- ▸ Protect capital with gold allocation
This model portfolio is suitable for investors who want a simple, transparent, and research-backed approach to building long-term wealth through direct mutual funds—without overcomplicating the process.
Portfolio Details
| Launch Date | 01-01-2025 |
| Rebalance Frequency | Need Basis (When Required) |
| Last Rebalance | 2-12-2025 |
| Next Rebalance | 1-01-2026 |
| Benchmark | Nifty 500, Gold |
| Holding Period | Recommended for 5+ Years |
Backtested Performance
| Period | Strategy | Nifty 500 |
|---|---|---|
| 3 Months | 4.8% | 7.14% |
| 6 Months | 15.2% | 8.5% |
| 1 Year | 45.5% | 12.3% |
| 2 Years | 95.8% | 28.6% |
| Since Inception | 131.12% | 48.88% |
Disclaimer
The performance shown here is calculated based on fund performance. The actual returns may not accurately reflect the impact of real-world factors such as market liquidity, slippage, transaction costs, or changing market conditions. The performance shown here is only to give an idea and should not be considered as an advertisement, promotion, or investment claim.
Past performance — whether actual or backtested — is not indicative of future results. The strategy may perform differently in live markets, and there is no guarantee that the model will achieve similar returns going forward. Investors should not rely solely on returns when making investment decisions and should consider their own financial situation, risk tolerance, and investment objectives before investing.
The performance data presented herein are not verified by Past Risk and Return Verification Agency (PaRRVA) or any other agency recognized by SEBI for this purpose.
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