Research-Driven Equity Portfolios for Smarter Investing
Model Funds (also known as Intelligent Model Portfolios – IMP) are pre-constructed, research-backed equity portfolios designed by professional research analysts to help investors participate in the stock market in a structured and disciplined manner.
Unlike mutual funds or PMS, investors directly own the stocks in their Demat account while following a pre-defined strategy.
Key Features:
- Research-Backed Portfolios: Designed by professional research analysts using institutional-grade research
- Direct Ownership: Stocks are held directly in the investor’s Demat account
- No Lock-in / No Exit Load: Complete flexibility to enter and exit
- Transparent Cost Structure: No subscription fees—only brokerage applicable
- Real-Time Tracking: 24x7 portfolio monitoring and updates
- Diversification: Pre-built allocation across sectors and market caps
How Model Portfolios Work:
- Investors select a strategy-based portfolio
- Stocks are allocated as per the model
- Regular updates / rebalancing are recommended
- Investor executes transactions in their own account
👉 Combines the discipline of PMS + flexibility of direct equity
Types of Model Portfolio Strategies
Based on the brochure, multiple strategies are available depending on investment style:
Fundamental Portfolios
- Based on strong business fundamentals & research coverage
- Focus on long-term wealth creation
Quant & Momentum Strategies
- Data-driven stock selection using momentum, price trends, and quantitative filters
- Captures market trends dynamically
Tactical / Technical Strategies
- Short-term opportunities based on technical indicators & trend analysis
- Active monitoring and quick rebalancing
Thematic / Sectoral Strategies
- Focus on specific sectors or economic themes (e.g., manufacturing, infrastructure)
- Benefit from macro trends
Multi-Cap / Diversified Portfolios
- Balanced exposure across large, mid, and small cap stocks
- Designed for growth + stability
Investment Details:
- Minimum Investment: Typically ₹2.5-5 L (varies by strategy)
- Risk Profile: Conservative to Aggressive options available
- No mandatory lock-in period
Ideal For:
- Investors who want direct equity exposure with expert guidance
- Those looking for structured stock investing without full PMS cost
- Clients who prefer control + transparency
