Udaan
Fast-growing, less-covered companies still early in their runway.
- Mid cap
- Large cap
- Small cap
- Cash / Debt
- Type
- Stocks
- Risk band
- Aggressive
- Horizon
- 5+ years
- Rebalance
- As needed
- Holdings
- 29
The ideology
Growth alone is not a thesis.
Over long periods, earnings growth is the single largest driver of stock returns. This portfolio concentrates deliberately where growth is fastest: usually smaller, less-covered companies still early in their runway, run by leaders with a clear and credible expansion plan.
Growth still has to clear two tests
- 01
The balance-sheet test
We avoid growth funded by excessive leverage or continuous equity dilution.
- 02
The valuation test
We are willing to pay up for growth, not to pay anything for it.
Is it for you?
The investor who wants an aggressive, growth-oriented equity portfolio and will not mind volatility.
It will not hold a company out of loyalty once growth stalls. Our exits here are as decisive as our entries. The performance should not be judged over a single year.
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
- Mutual Funds
Tejas
Smallcap growth with a multi-asset brake, for a genuine 5+ year horizon.
Aggressive4 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
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 - ETFs
Passive Plus
Index-fund cost, with the factor tilts and gold an index fund will not give you.
Moderate6 holdings3+ yearsView portfolio