Tejas
Smallcap growth with a multi-asset brake, for a genuine 5+ year horizon.
- Multi-asset
- Small cap
- Flexi cap
- Type
- Mutual Funds
- Risk band
- Aggressive
- Horizon
- 5+ years
- Rebalance
- Quarterly
- Holdings
- 4
The ideology
Smallcap ambition, without the pure smallcap ride.
This model portfolio comprises actively managed funds across three categories: flexi cap for a diversified base, smallcap for growth, and multi-asset for stability. Half the book is the engine, and the rest is there so you can hold on to it.
An additional manual layer of constituent analysis checks portfolio overlap between the selected funds, so that each allocation contributes something distinct. The strategy continuously monitors allocations across the three sleeves and recommends rebalancing when any sleeve drifts materially from target.
How the funds are selected
- 01
Rolling-return consistency
Across multiple periods, rather than only recent trailing performance.
- 02
Downside capture
How much of each past correction the fund actually took.
- 03
Fund manager tenure
Who actually ran the record being measured.
- 04
Fund size relative to strategy
Particularly for smallcap funds, where scale erodes a manager's ability to move.
Is it for you?
Investors looking for an aggressive, growth-oriented portfolio with a genuine 5+ year horizon, stable income, and prior equity investing experience.
It will not suit money you might need early. And it should not be started by anyone who has not yet lived through a 25% drawdown, because the strategy only works if you are comfortable with volatility.
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
Core Compounders
Companies that have already been through a downturn and came out still growing.
Moderate20 holdings3+ yearsView portfolio - 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 - ETFs
Passive Plus
Index-fund cost, with the factor tilts and gold an index fund will not give you.
Moderate6 holdings3+ 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