Aggressive Portfolio

CAGR:

15%

Min. Investment:

₹20,000

Risk:

High

This aggressive growth portfolio, managed by mutual fund analysts, aims for long-term capital appreciation with 85% equity exposure in small-cap, mid-cap, and trending sectors, and 15% in hybrid funds for stability. It is actively rebalanced depending on the market conditions and is especially designed to beat the market over time.

Performance Allocation Backtested Results Highlights Key Details About this portfolio

₹20,000 invested 1Yr will be

Lumpsum

Allocation One Time

See a detailed allocation of One Time in your portfolio.

Equity : 85%

Hybrid : 15%

Current Allocation

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Trailing Returns Comparison

Our Portfolio Returns vs Benchmark Returns

Name	1W	1M	3M	6M	1Y	2Y	3Y	5Y	ALL

Backtested Results

We show you transparent backtested results on your portfolio's performance.

A Decade of Market Cycle (1 Jan 2016 – 31 Dec 2024)

We tested our portfolio from 1 January 2016 to 31 December 2024, covering multiple market phases including growth, correction, and consolidation. During this period, our portfolio delivered a strong return of 416.08%, significantly outperforming the Nifty 50, which returned 254.86%. This performance demonstrates that focusing on strategic asset allocation rather than picking top-performing funds can deliver consistent long-term results across market cycles.
Note: The funds used in this back test were average performers—not top-quartile— However, the asset allocation and fund categories were kept consistent as our actual portfolio.

Bull Phase (1 Jan 2017 – 31 Dec 2017)

In 2017, the markets rallied on the back of economic reforms, global liquidity, and strong corporate earnings. While the Nifty 50 delivered a return of +28.05%, our portfolio achieved an impressive +45.18%, even with average-performing funds. This was made possible through disciplined application of Modern Portfolio Theory, Monte Carlo simulations, and a strategic asset allocation framework. Rather than chasing returns, we focused on diversification, risk control, and staying aligned with long-term goals.

Volatile Transition Phase (1 Jan 2020 – 31 Dec 2024)

From January 2020 to December 2024, markets saw intense volatility with frequent ups and downs. Despite the uncertainty, our portfolio dynamically adjusted to changing conditions—managing risks while identifying opportunities. It delivered a solid return of 277.83%, far ahead of the Nifty 50’s 104.55% during the same period. This clearly shows how a disciplined, well-planned investment approach can thrive even in challenging market environments.

Pandemic Crash (1 Jan – 31 March 2020)

During the COVID-19 crisis between January and March 2020, global lockdowns and uncertainty triggered a steep market fall. While the Nifty 50 dropped by -29.24%, our portfolio declined only -28.38%, thanks to a prudent asset allocation and a risk-managed approach. It also rebounded swiftly as markets began recovering—highlighting the strength of our disciplined strategy.

Highlights

Get ready to learn useful insights into your portfolio's risk, performance & flexibility.

Standard Deviation

14.75%

Sharpe Ratio

1.15

Max Draw Down

Days to Recovery

0 Days

Key Details

Points to be noted from your end.

Min. Investment:

₹20,000

Lock-In:

No Lock-In

Withdrawal Charges:

₹0 (only exit load)

About the Portfolio

Here you will find everything you need to about this portfolio.

High Risk Appetite

Long Term (5-7 Years)

High Returns (15% p.a.)

What is an Aggressive Investing Style?

Investing in high growth compounding business with buy & hold approach or targeting high growth industries at an inflection point. This style requires a higher risk appetite to tolerate short to medium term volatility and patience for at least 5-7 yrs. The clear focus is to make higher range of returns in the market.

Objective of this Portfolio

Aim is to achieve higher range of returns in the stock market i.e. 15-18% CAGR for 5 yrs. investing duration. It means we can make 3x of your investing amount.

How this portfolio is created?

The portfolio is carefully designed using the following factors:

Model portfolio designed for long-term investment goals.
Max equity, minimal hybrid — lump sum risk managed.
Focusing on small & mid-cap funds, trending themes & ideas.
Using MPT and Monte Carlo for risk-return balance.
Choosing funds managed by specialist fund managers.
Backtested through all market cycles and bull phases.
Outperforming market returns with higher profit margins.

Our Fund Selection Process for Aggressive Portfolio

Screen funds based on performance, risk-adjusted returns, and fund manager expertise.
Shortlisted Specialist AMC for Specific Style or themes
Use the 5 P framework (Product, Process, Portfolio, Performance, Price Valuations).
Select best scheme in the category according to the portfolio objective and investing style.
Regular monitor and churn according to market condition or changes in fund management.

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