Even Keel
Growth with shallower falls, so you can actually stay invested through the bad years.
- Multi-asset
- Type
- Mutual Funds
- Risk band
- Conservative-Moderate
- Horizon
- 3+ years
- Rebalance
- Quarterly
- Holdings
- 3
The ideology
The point is being able to stay invested.
This model portfolio includes multi-asset allocation mutual funds that provide exposure to equity, debt, gold and REITs within a single managed allocation. The aim is reasonable long-term growth with meaningfully lower volatility than a pure equity portfolio.
The strategy continuously monitors the overall asset mix and recommends changes when allocations drift materially from target, when a fund's risk profile changes, or when management or mandate changes introduce uncertainty.
How the funds are selected
- 01
Rolling-return consistency
Across multiple periods, rather than only recent trailing performance.
- 02
Drawdown behaviour
How the fund behaved during past market corrections.
- 03
Credit quality and duration
Of the underlying debt holdings.
- 04
A manual asset-mix review
The combined asset mix across the selected funds, and their tax treatment.
Is it for you?
The SIP or lumpsum investor who wants growth with shallower drawdowns than a pure equity portfolio.
It will look dull during a raging equity bull market, and you will be tempted to switch out of it into something exciting. Resisting that is the entire discipline of this product, and it is what pays off over the longer term.
What's inside
You execute in your own broker. We never hold your money or take custody. No minimum. Start with any amount. Reg. no. INA000020563.
Who manages it
Fynvestor Investment Advisory
Manages 8 RealCasesSEBI Registered Investment Adviser (RIA) Reg. no. INA000020563
Fynvestor Investment Advisory is a SEBI-registered Investment Adviser running model portfolios across mutual funds, ETFs and direct equity. Research is bottom-up and deliberately low-turnover: nothing enters a model we cannot explain in a paragraph, and every change is published with the reason behind it. We are fee-only and advisory-only, so we never hold your money and never earn a commission on what we recommend.
- Bottom-up
- Quality
- Growth
- Value-aware
- Multi-asset
- Factor & index
- Low turnover
- Long-term
Other RealCases
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All-Terrain
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Core Compounders
Companies that have already been through a downturn and came out still growing.
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Tejas
Smallcap growth with a multi-asset brake, for a genuine 5+ year horizon.
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Passive Plus
Index-fund cost, with the factor tilts and gold an index fund will not give you.
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Flexi Core
One SIP across three flexi cap funds picked so they do not own the same thing.
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