Whether you're optimising for aggressive growth, systematic trend capture, or steady all-weather compounding — every InvesticaWealth portfolio is powered by the same quantitative engine. Different mandates. Same edge.
Multi-factor equity model targeting maximum risk-adjusted outperformance. Large, mid, and small cap universe.
Dual-window momentum model riding India's strongest equity trends. Systematic entry, systematic exit.
Dynamic asset allocation across equity and debt with quantitative shock absorbers. Growth with composure.
*Past performance is not indicative of future returns. Market risk applies.
InvesticaWealth Alpha is our flagship high-conviction equity portfolio — a pure-play quantitative strategy that identifies India's strongest-performing stocks using a proprietary multi-factor scoring engine.
Alpha isn't about predicting the next big stock. It's about applying a rigorous, repeatable process that tilts the probability of outperformance in your favour — consistently, over time. We believe markets are not perfectly efficient. Patterns exist. Momentum persists. Quality compounds.
No single stock dominates. Each holding is sized proportionally to its risk contribution, not just expected return.
When rolling drawdown exceeds predefined thresholds, the model automatically reduces exposure.
Winners trimmed. Laggards removed. The portfolio stays aligned with current signals — never stale decisions.
High inter-stock correlation means concentrated risk. Our engine diversifies across uncorrelated return streams.
Momentum — the tendency of winning stocks to keep winning — is one of the most extensively documented phenomena in global finance. InvesticaWealth Momentum is built entirely around this principle, applied to the Indian equity market with surgical precision.
We don't hold losing positions hoping they'll recover. We cut them and redeploy into what the market is actually rewarding right now. No debate. No hesitation. The model decides.
When the broader market enters a downtrend, the portfolio shifts defensively — reducing equity exposure automatically.
Every position has a systematic exit trigger. When momentum breaks, stocks exit — no debate, no "let's wait and see."
In high-volatility periods, position sizes reduce. Less risk when conditions are uncertain. More participation when favourable.
The portfolio resets every month to the current highest-scoring momentum stocks. No legacy positions, no sentimentality.
Most balanced funds rebalance arbitrarily — 60/40 equity-to-debt, held regardless of market conditions. InvesticaWealth Balanced rejects that static thinking.
Our multi-asset model dynamically allocates capital based on real-time risk signals, correlation matrices, and expected return forecasting. When equity risk rises, defensive allocations increase. When opportunity emerges, the model leans in. True all-weather investing — by algorithm, not by slogan.
The portfolio targets a specific annualised volatility band. When assets become more volatile, positions shrink to maintain consistent risk.
Maximum drawdown guardrails protect against severe losses, ensuring long-term compounding isn't disrupted by a single bad year.
Find the portfolio that matches your goals, horizon, and risk profile.
| Feature | ⚡ Alpha | 🚀 Momentum | ⚖️ Balanced |
|---|---|---|---|
| CAGR (Since Inception)* | ~42% | ~35% | ~22% |
| Risk Level | High | Mid-High | Moderate |
| Ideal Time Horizon | 3–5+ years | 2–4 years | 2–10+ years |
| Min. Investment | ₹50,000 | ₹25,000 | ₹10,000 |
| Asset Class | Pure Equity | Pure Equity | Multi-Asset |
| Cap Profile | All Cap | All Cap (NSE 500) | Equity + Debt |
| Rebalancing | Monthly | Monthly | Monthly |
| Multi-Factor Model | ✓ | ✓ | ✓ |
| Drawdown Controls | ✓ | ✓ | ✓ |
| Sector Rotation | ~ | ✓ | ✓ |
| Debt Allocation | ✗ | ✗ | ✓ |
| Best For | Aggressive growth | Trend capture | Steady compounding |
*Past performance is not indicative of future returns. Returns are illustrative. Investments subject to market risk.
Join thousands of investors who've made the shift from emotional guesswork to data-driven precision. Pick your strategy and start building real wealth.