Long-term investing

Build a plan you can hold through market cycles. Projections are illustrative, not promises.

Model portfolios

Rule-based baskets you can study and adapt

India Growth Engine

Balanced

Capex, manufacturing and domestic demand exposure.

Large cap equity45%

Mid cap equity35%

Debt15%

Gold5%

LT · Capital Goods BEL · Defence HAL · Defence DIXON · Electronics ULTRACEMCO · Cement M&M · Auto

3Y CAGR (backtest)

19.1%

Suggested horizon

5+ years

Backtested figures use historical sample data and do not account for taxes, costs or your own timing. They are not a forecast.

Goal planner

A monthly-investment projection at a constant assumed return

Goal amount (₹)Monthly investment (₹)

Years15

Assumed return % p.a.11

Projected corpus₹1,13,67,239

Total invested₹45,00,000

Monthly needed for goal₹10,997

Real market returns are uneven. Treat this as a planning aid, not an expected outcome.

Diversification & rebalancing

How the demo portfolio compares with an equal-weight sector target

FMCG19.1% (+4.8 vs target)

Financials17.6% (+3.3 vs target)

Defence16.3% (+2.0 vs target)

Energy15.2% (+1.0 vs target)

IT12.5% (-1.8 vs target)

Utilities12.1% (-2.2 vs target)

Consumer7.1% (-7.2 vs target)

Rebalancing means trimming what has grown beyond its target weight and topping up what has lagged. It has tax and cost consequences — review them before acting.

Market investments are subject to market risks. Past performance is not indicative of future results. Nothing here is investment advice.