Stocks · Model portfolio

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

  1. 01

    The balance-sheet test

    We avoid growth funded by excessive leverage or continuous equity dilution.

  2. 02

    The valuation test

    We are willing to pay up for growth, not to pay anything for it.

Is it for you?

Who it's for

The investor who wants an aggressive, growth-oriented equity portfolio and will not mind volatility.

What it will not do

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

4
groups
  • Small cap54.0%17 holdings
  • Mid cap28.0%7 holdings
  • Large cap16.0%4 holdings
  • Cash / Debt2.0%1 holding

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