A dual-factor strategy holding 15 stocks from the Nifty 500, reviewed quarterly.
GoalFi Growth & Value Flexi Cap Model is a rules-based portfolio of 15 holdings drawn from Nifty 500, reviewed and rebalanced quarterly. Selection follows a defined framework rather than discretion, so every holding can be traced back to the rule that admitted it.
✔ Buys businesses trading below what their earnings, book value and cash flows justify
✔ Scored against sector peers, so a cheap bank is compared with banks and not with software
✔ Balance-sheet gates keep genuinely distressed companies out of a cheap-looking screen
✔ Position sizes are capped at 20% per holding, so no single name can dominate the outcome
Investment horizon and risk
✅ Suggested horizon: 3 years and above. Risk profile: High.
✅ Best suited to investors seeking a disciplined, rules-based equity allocation who can stay invested across a full market cycle.
✅ Returns are not assured and the portfolio can fall in value. Past performance does not indicate future results.
