Rare Sense
3 Model Portfolios

Professionally Constructed
Portfolios

Three allocation blueprints for different risk profiles and investment horizons. Based on proven portfolio construction principles.

⚠️

Educational content only. Rare Sense is not registered with SEBI as an Investment Adviser or Research Analyst. These are illustrative model frameworks — not personal investment advice. *CAGR figures are historical estimates, not guaranteed future returns. Actual results may vary significantly. Consult a SEBI-registered adviser before investing.

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Conservative
Low Risk·12–14%est. CAGR*
3–5 years
Horizon
15–20
Holdings
Semi-annual
Rebalance

Capital preservation with steady compounding. Designed for investors approaching a financial goal within 3–5 years who cannot afford significant drawdowns.

Asset Allocation
Large Cap60%
Mid Cap20%
Debt / Bonds10%
Gold ETF10%
Key Features
  • Blue-chip heavy allocation for stability
  • Debt component cushions market drawdowns
  • Gold allocation as inflation hedge
  • Dividend-yielding stocks prioritised
Core Holdings (sample)
HDFC Bank
Banking
7%
Reliance Industries
Conglomerate
6%
Infosys
IT Services
6%
ITC
FMCG
5%
Nestle India
FMCG
5%
Titan Company
Consumer
4%
PRO
⚖️
Balanced Growth
Medium Risk·16–20%est. CAGR*
5–7 years
Horizon
20–25
Holdings
Quarterly
Rebalance

Core + satellite approach. The ideal blend of large-cap stability and mid/small-cap growth potential. Designed for the majority of retail investors with a 5–7 year horizon.

🔒

PRO feature

Full holdings, allocation details, and rebalancing alerts are available on Pro.

Unlock with Pro — ₹999/yr
Asset Allocation
Large Cap40%
Mid Cap30%
Small Cap15%
Thematic ETF15%
Key Features
  • Core + satellite allocation strategy
  • Sector diversification across 8+ industries
  • Growth + quality factor focus
  • Quarterly rebalancing to capture opportunities
Core Holdings (sample)
HDFC Bank
Banking
7%
Titan Company
Consumer
6%
Bajaj Finance
NBFC
5%
Dixon Technologies
Electronics MFG
5%
HAL
Defence
5%
Persistent Systems
IT Services
4%
PRO
🚀
Aggressive Alpha
High Risk·22–30%est. CAGR*
7–10 years
Horizon
25–30
Holdings
Monthly
Rebalance

High-conviction bets with significant mid/small-cap and multibagger exposure. Built for investors with a long runway and high risk tolerance seeking maximum alpha generation.

🔒

PRO feature

Full holdings, allocation details, and rebalancing alerts are available on Pro.

Unlock with Pro — ₹999/yr
Asset Allocation
Large Cap20%
Mid Cap30%
Small Cap35%
Multibagger15%
Key Features
  • Small-cap heavy for maximum growth potential
  • Monthly AI multibagger picks integrated
  • High-conviction position sizing (4–6% each)
  • Requires discipline during drawdowns (30–40% possible)
Core Holdings (sample)
Dixon Technologies
Electronics MFG
6%
HAL
Defence
5%
Kaynes Technology
ESDM
5%
Persistent Systems
IT Services
5%
Tata Power
Green Energy
4%
Multibagger Pick #1
Undisclosed
4%

Full access to all 3 model portfolio frameworks with quarterly rebalancing analysis