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The Instruments We Deploy

Every product earns its place through rigorous filtration — not sales targets.

PMS Strategy

Multi-Cap Growth

Concentrated 15–20 stock portfolio across market caps, targeting long-term compounding through active stock selection.

Min. Investment₹50 Lakhs
PMS Strategy

Value & Special Situations

Contrarian approach targeting undervalued businesses and corporate events — mergers, demergers, buybacks, and turnarounds.

Min. Investment₹50 Lakhs
PMS Strategy

Quant & Factor-Based

Algorithm-driven portfolios built on momentum, quality, and low-volatility factors with systematic rebalancing rules.

Min. Investment₹50 Lakhs
PMS Strategy

Flexi-Cap Opportunities

Unrestricted mandate to move across large, mid, and small caps based on where the best risk-reward sits at any point.

Min. Investment₹50 Lakhs
PMS Strategy

Thematic & Sectoral

Focused bets on structural themes — manufacturing, exports, financials, consumption, or tech — for investors with sector conviction.

Min. Investment₹50 Lakhs
Equity Mutual Fund

Large Cap Core

Blue-chip focused portfolio of Nifty 50 and Next 50 companies — the bedrock of any long-term equity portfolio.

Min. Investment₹500
Equity Mutual Fund

Flexi Cap

Dynamic funds that move freely across market caps based on valuations and opportunities — ideal core holding.

Min. Investment₹500
Equity Mutual Fund

Mid Cap

Focused exposure to emerging market leaders in the ₹5,000–35,000 Cr market cap range with high growth potential.

Min. Investment₹500
Equity Mutual Fund

Small Cap

High-growth small cap funds for aggressive wealth creation over long horizons. High volatility, high potential.

Min. Investment₹500
Equity Mutual Fund

ELSS (Tax Saver)

Equity-linked savings schemes offering tax deduction under Section 80C with a 3-year lock-in and equity upside.

Min. Investment₹500
Equity Mutual Fund

International / Global

Diversify beyond India with exposure to US, European, and emerging market equities through global feeder funds.

Min. Investment₹500
Equity Mutual Fund

Sectoral & Thematic

Concentrated bets on sectors like technology, pharma, banking, infrastructure, or consumption themes.

Min. Investment₹500
Equity Mutual Fund

Index & ETF

Low-cost passive funds that track Nifty 50, Nifty Next 50, Sensex, or thematic indices with minimal tracking error.

Min. Investment₹500
Debt Mutual Fund

Liquid Fund

Park idle cash with overnight liquidity. Ideal for emergency funds or short-term parking before deployment.

Min. Investment₹1,000
Debt Mutual Fund

Short Duration

Better-than-FD returns with moderate safety. Includes short duration, corporate bond, and banking & PSU debt funds.

Min. Investment₹1,000
Debt Mutual Fund

Corporate Bond

Invests in AA+ and above rated corporate bonds for steady income with credit quality focus.

Min. Investment₹1,000
Debt Mutual Fund

Gilt & Government Securities

Sovereign-grade safety with zero credit risk. Ideal for conservative investors seeking capital preservation.

Min. Investment₹1,000
Debt Mutual Fund

Dynamic Bond

Actively managed duration strategy that adjusts to interest rate cycles — for investors who want debt with an edge.

Min. Investment₹1,000
Hybrid Fund

Balanced Advantage

Dynamic equity-debt mix that auto-adjusts based on market valuations — smoother ride through volatility.

Min. Investment₹1,000
Hybrid Fund

Aggressive Hybrid

65–80% equity with 20–35% debt for growth-oriented investors who want built-in downside cushioning.

Min. Investment₹1,000
Hybrid Fund

Conservative Hybrid

75–90% debt with 10–25% equity for capital preservation with a small equity kicker for inflation-beating returns.

Min. Investment₹1,000
Hybrid Fund

Multi-Asset Allocation

Equity + debt + gold in one fund. True diversification across asset classes with automatic rebalancing.

Min. Investment₹1,000
Hybrid Fund

Equity Savings

Equity + debt + arbitrage blend for tax-efficient income. Lower volatility than pure equity with better post-tax returns than debt.

Min. Investment₹1,000
AIF — Category I

Venture Capital, SME & Infrastructure

Early-stage startup investments across fintech, SaaS, D2C, and deep-tech, alongside growth capital for SMEs and government-backed infrastructure projects.

Min. Investment₹1 Crore
AIF — Category II

Private Equity, Real Estate & Structured Credit

Late-stage and pre-IPO company investments, pooled real estate in commercial and warehousing projects, and high-yield structured debt with layered security.

Min. Investment₹1 Crore
AIF — Category III

Long-Short Equity & Hedge Strategies

Sophisticated hedge fund strategies using long-short positions, derivatives, and arbitrage to generate absolute returns regardless of market direction.

Min. Investment₹1 Crore

Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information document carefully before investing. Past performance is not indicative of future returns. True Funnel is a mutual fund distributor registered with AMFI (ARN-360113) and APMI (APRN09086). PMS and AIF investments carry higher risk and are suitable only for informed investors with a higher risk appetite. The information on this website is for general informational purposes only and should not be construed as investment advice. Please consult a qualified professional before making any investment decisions.