Flexi Core
One SIP across three flexi cap funds picked so they do not own the same thing.
- Flexi cap
- Type
- Mutual Funds
- Risk band
- Moderate
- Horizon
- 3+ years
- Rebalance
- Quarterly
- Holdings
- 3
The ideology
Chosen on how they behave, not on what they returned last year.
This model portfolio provides dynamic exposure across large, mid and smallcap companies at the fund manager's discretion. In flexi cap it is the manager, not the mandate, who decides what you end up owning, so the selection is the product.
How the funds are selected
- 01
Rolling-return consistency
Across multiple periods, rather than only recent trailing performance.
- 02
Behaviour in falling markets
How the fund held up when the market did not.
- 03
Fund manager tenure
Who actually ran the record being measured.
- 04
A manual overlap check
Constituent analysis on each fund before shortlisting, so the final picks follow genuinely different investment styles and the portfolio is not concentrated in a single approach.
Is it for you?
The SIP investor who wants equity exposure with the least possible ongoing involvement.
It will not be reshuffled every year in pursuit of the newest top performer, and it will not hold NFOs or sectoral and thematic funds.
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
- Stocks
Udaan
Fast-growing, less-covered companies still early in their runway.
Aggressive29 holdings5+ yearsView portfolio - Stocks
Bharat Rising
Built around India's own shifts: capex, household savings, energy and consumption.
Moderate-Aggressive25 holdings3+ yearsView portfolio - Stocks
All-Terrain
One equity portfolio instead of three: large, mid and small cap in a single book.
Moderate-Aggressive34 holdings3+ yearsView portfolio - Stocks
Core Compounders
Companies that have already been through a downturn and came out still growing.
Moderate20 holdings3+ yearsView portfolio - Mutual Funds
Even Keel
Growth with shallower falls, so you can actually stay invested through the bad years.
Conservative-Moderate3 holdings3+ yearsView portfolio - Mutual Funds
Tejas
Smallcap growth with a multi-asset brake, for a genuine 5+ year horizon.
Aggressive4 holdings5+ yearsView portfolio - ETFs
Passive Plus
Index-fund cost, with the factor tilts and gold an index fund will not give you.
Moderate6 holdings3+ yearsView portfolio