Passive Plus
Index-fund cost, with the factor tilts and gold an index fund will not give you.
- ETF / Index
- Gold
- Cash / Debt
- Type
- ETFs
- Risk band
- Moderate
- Horizon
- 3+ years
- Rebalance
- Quarterly
- Holdings
- 6
The ideology
Alpha over the benchmark, at a very low cost.
This model portfolio comprises exchange-traded funds across multiple sleeves. Everything in it trades on the exchange, and every rule behind it is published.
The strategy aims to deliver alpha over the benchmark at a very low cost, with better risk-adjusted outcomes than a pure equity portfolio.
Four sleeves
- 01
Index and sectoral
Broad index and sectoral ETFs.
- 02
Factor
Rules-based factor ETFs such as momentum, quality and value.
- 03
Gold and silver
The diversification that gold provides when equity does not.
- 04
Liquid
Capital protection through debt allocation during periods of market stress.
Is it for you?
The cost-conscious investor who wants multi-asset exposure and market-like returns with no complexity.
It is not a regular index-fund-only portfolio.
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
Tejas
Smallcap growth with a multi-asset brake, for a genuine 5+ year horizon.
Aggressive4 holdings5+ yearsView portfolio - Mutual Funds
Flexi Core
One SIP across three flexi cap funds picked so they do not own the same thing.
Moderate3 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