01 · Long-term investors
Follow a systematic portfolio
You want to beat Nifty without managing individual stocks. A rules-based portfolio — full holdings, documented rebalancing, no guesswork.
2 portfolios · rebalanced monthly · last on 4 Jul 2026Every stock pick is documented — why we bought it, when we'll sell.
We pick stocks using data — not gut feeling. You see every stock and its weight before we buy, not after.
Our monthly signal said "hold" through the Jan 2026 correction, and "deploy 60%" as the Mar 2026 recovery was confirmed. Rules — not gut feel.
You want to beat Nifty without managing individual stocks. A rules-based portfolio — full holdings, documented rebalancing, no guesswork.
2 portfolios · rebalanced monthly · last on 4 Jul 2026Markets cycle through 4 phases — bull, crash, sideways, regret. Find the phase that matches your situation and get the data-backed strategy built for it.
24 questions across 4 market phasesYou're already trading. You want data-driven entry signals — not someone's opinion. Factor-based screens with documented entry, hold, and exit criteria.
4 screens · Turnaround opportunities, Momentum, High growth, Value| Question | Mutual fund or advisor | BossInvestor |
|---|---|---|
| What you see | NAV. No holdings until quarterly disclosure. | Every stock, every weight, every rebalancing rule visible before execution. |
| How they decide | Fund manager discretion. Consensus. Committee. | 6 factor datasets. Rules-based. Same logic every month. No emotion. |
| Market timing | None. Fixed SIP regardless of regime. | Dynamic Allocator gives a model output each month for how much to deploy, based on 6 signals. |
| Fees | 1–2% AUM per year. Compounds forever. | ₹9,999* — no AUM fee regardless of portfolio size. |
* Fees subject to revision · Not investment advice · SEBI INH000024143 · Comparison is illustrative — actual fund manager practices vary · Past performance does not guarantee future results