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Thematic & Satellite
Strong Alpha Funds
A tactical satellite allocation picking high-conviction thematic, business cycle, and innovation funds. For investors seeking alpha beyond core holdings.
Risk Level
Very High
Holding Period
3+ years
SIP Range
₹3,000 – ₹30,000
Funds
6
Portfolio Analytics
Blended metrics based on equal-weight fund composition. Updated daily.
Blended 1Y
+2.9%
Blended 3Y CAGR
+13.3%
Blended 5Y CAGR
+11.6%
Avg TER
2.02%
Max Drawdown
-0.5%
Worst 1Y return among constituent funds
Riskometer
LowVery High
Very High
Fund Composition
6 funds, equally weighted (16.7% each).
Scheme
NAV
1Y
3Y
5Y
TER
ICICI Pru India Opportunities Cum
ICICIMFEquity: Thematic-Others
₹35.59
+1.4%
+19.8%
+19.6%
1.58%
Mahindra Manulife Business Cycle Fund Reg Gr
MahindraManulifeMFEquity: Thematic-Business-Cycle
₹15.23
+5.9%
+0.0%
+0.0%
2.75%
Franklin India Opportunities Gr
FranklinMFEquity: Thematic-Others
₹244.80
-0.2%
+23.8%
+18.8%
1.77%
Sundaram Services Reg Gr
SundaramMFEquity: Thematic-Others
₹33.70
-0.5%
+15.2%
+15.4%
1.85%
Kotak Pioneer Fund Reg Gr
KotakMFEquity: Thematic-Innovation
₹32.73
+10.8%
+20.8%
+16.0%
1.86%
ICICI Pru Conglomerate Fund Gr
ICICIMFEquity: Thematic-Others
₹9.94
+0.0%
+0.0%
+0.0%
2.34%
Ready to start investing in this bucket?
Speak with a Money Lancer advisor to set up SIPs for this bucket portfolio — or customise it to your exact needs.
Important: This is a model portfolio for educational purposes — not personalised investment advice. Blended returns are equal-weight averages computed from constituent fund data and are approximations. Past performance does not guarantee future results. All funds shown are Regular Plans. Mutual fund investments are subject to market risks — read all scheme-related documents carefully. ARN-175445.