A multi-factor strategy holding 12 stocks from the Nifty 500, rebalanced monthly.
GoalFi Multi Factor Dynamic Flexi Cap Model is a rules-based portfolio of 12 holdings drawn from Nifty 500, reviewed and rebalanced monthly. Selection follows a defined framework rather than discretion, so every holding can be traced back to the rule that admitted it.
✔ Combines momentum, quality and value so no single factor drives the outcome
✔ A stock must be defensible on more than one dimension to qualify
✔ Diversifies the risk that one factor stays out of favour for an extended period
✔ Position sizes are capped at 20% per holding, so no single name can dominate the outcome
Investment horizon and risk
✅ Suggested horizon: 1 to 3 years. 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.
