All Strategies
Dream Big Series
Fixed-fee strategies built for clarity and long-term discipline. Minimum investment starts from ₹20,000
Dream Big Series – Large Cap Ascend
Low Risk Large-Cap Focus Long-term
Compounds profit & cashflow businesses with low churn/leakage. Built for stability and discipline.
Type
Low Volatility
Annual Fees
Fixed Fee
CAGR Since
Jan 2022
Recommended Portfolio
Any Size
Dream Big Series – Mid Cap Prime
Avg. Risk Mid-Cap Focus Quality Growth
Concentrated quality growth engine in consumer-centric mid-to-large cap space.
Type
Medium Volatility
Annual Fees
Fixed Fee
CAGR Since
March 2023
Recommended Portfolio
Any Size
Dream Big Series – Small Cap Surge
High Risk Small-Cap Focus Momentum
Trend-following smallcaps with strict risk controls and rebalancing discipline.
Type
High Volatility
Annual Fees
Fixed Fee
CAGR Since
August 2025
Recommended Portfolio
Any Size
Dream Big Series – Midcap Maestro
Medium Risk Mid-Cap Focus Quality
Quality-first midcaps focused on durable fundamentals and disciplined valuations.
Type
Medium Volatility
Annual Fees
Fixed Fee
CAGR Since
August 2025
Recommended Portfolio
Any Size
Dream Big Series – Small Cap Sharp
High Risk Small-Cap Focus High Conviction
High potential smallcaps selected through strict screening and portfolio rules.
Type
High Volatility
Annual Fees
Fixed Fee
CAGR Since
March 2023
Recommended Portfolio
Any Size
Flagship Strategies
Institutional-style portfolios with deeper frameworks and positioning. Minimum investment starts from ₹2,00,000
Himalayan Compounder
Long-term Compounders Core Equity
Focus on durable compounding businesses with disciplined rebalancing and risk filters.
Type
Core Equity
Annual Fees
AUM-based
CAGR Since
Dec 2020
Recommended Portfolio
Long-term
Shivalik Growth
Blend Growth Rules-based
A balanced growth framework with systematic filters and disciplined portfolio rules.
Type
Blend Growth
Annual Fees
AUM-based
CAGR Since
Dec 2020
Recommended Portfolio
Long-term
Safe Fortress
Lower Risk Defensive Stability
Designed to reduce drawdowns using defensive rules, quality filters, and risk management.
Type
Low Volatility
Annual Fees
AUM-based
CAGR Since
Dec 2020
Recommended Portfolio
Core + Hedge
Young Everest
High Beta Growth Long-term
Higher beta growth approach with systematic entry/exit discipline and portfolio controls.
Type
High Volatility
Annual Fees
AUM-based
CAGR Since
Dec 2020
Recommended Portfolio
Aggressive
Little Orion
Balanced Diversified All-weather
Balanced allocation philosophy with rules that aim to improve consistency across regimes.
Type
Balanced
Annual Fees
AUM-based
CAGR Since
Dec 2020
Recommended Portfolio
Core Diversifier