FundsIndia Stable Growth 25 (FI SG 25) - Rules-Based MSCI Portfolio for Long-Term
FI Stable Growth 25 is an algorithm-driven stock portfolio designed to reduce volatility while staying focused on long-term wealth creation. It uses MSCI's globally recognized risk-weighted investment methodology to build a portfolio of 25 carefully selected stocks that aim to deliver steadier returns with lower portfolio volatility over time.
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What is FI Stable Growth 25?
FI Stable Growth 25 is a professionally managed equity strategy designed for investors seeking long-term wealth creation with a smoother investment journey. The strategy invests in 25 carefully selected companies from the MSCI India universe using an algorithm-driven stock selection framework that prioritizes lower volatility and risk management.
By focusing on quality businesses with relatively stable price movements, FI SG 25 aims to help investors remain invested through market cycles while reducing the impact of large market corrections.
Why FI Stable Growth 25?
FI SG 25 has shown consistent historical outperformance against benchmark indices such as Nifty 50 and Nifty 500*
Fully Automated & Rules-Based
A rules-based strategy with no emotional or subjective investment decisions, providing a transparent portfolio construction and automated stock selection.
Risk-Aware Portfolio Construction
No individual stock can exceed 10% of the portfolio allocation. Higher portfolio weights will be assigned to stocks that contribute to lower volatility.
Diversified Across Sectors
The portfolio is diversified across sectors to reduce concentration risk.
Transparent Portfolio Holdings
Investors enjoy complete visibility into investments, with easy liquidity as holdings remain in the investor's own Demat account.
Periodic Rebalancing
The portfolio is reviewed and rebalanced every six months (June and December) via a one-tap process to keep allocations aligned with the strategy.
Easy Liquidity
Your holdings remain in your own Demat account with complete transparency and liquidity.
Investing in Stocks Should Be Systematic, Not Emotional
Many investors struggle with buying during market peaks and selling during corrections. FI SG 25 removes emotions from investing through a disciplined and transparent methodology.
How Does FI Stable Growth 25 Work?
FI SG 25 has shown consistent historical outperformance against benchmark indices such as Nifty 50 and Nifty 500* (Based on our performance report).
How Does FI Stable Growth 25 Work?
FI SG 25 offers a concentrated portfolio of low-volatility stocks selected from the MSCI India universe, designed to reduce portfolio volatility compared to broader market exposure.
Better Returns Through Strategic Investing
Screen the MSCI India Universe
The strategy begins with companies that qualify within the MSCI India universe.
Identify Lower Volatility Stocks
The algorithm selects companies that have historically demonstrated relatively stable performance.
Construct a Risk-Weighted Portfolio
Portfolio allocations are determined using risk contribution rather than size alone.
Review and Rebalance
The portfolio is reviewed and rebalanced every six months to maintain alignment with the strategy objectives.
How to Invest in FI Stable Growth 25
Get started with rules-based investing in a few simple steps.
Log In
Log in to your FundsIndia account and select 'MSCI'.
Open a Demat Account
Open a Demat account if you do not already have one. A Demat account is required to invest in FI SG 25.
Review and Invest
Review the FI Stable Growth 25 strategy details and complete the investment process.
Track Your Portfolio
Track your portfolio and receive updates through your FundsIndia account.
Additional Investment
Make additional investments anytime with a minimum investment of ₹50,000.
Portfolio Rebalancing
Rebalance your MSCI portfolio every June and December with a single click
Important Features of FI SG 25 - an MSCI-model Portfolio
It is a risk-aware investment framework designed for long-term wealth creation.
₹5 Lakhs
Minimum Investment
25
Number of Stocks Exposure
Twice a Year
Portfolio Rebalancing
10%
Maximum Stock Allocation
₹50,000
Minimum Additional Investment
5+ Years
Best to hold
Why Investors Choose FI Stable Growth 25
Investors prefer an outperforming portfolio along with proper risk management. FI SG 25 gives you that.
Lower Drawdowns
Historically designed to experience smaller declines during market corrections.
Long-Term Outperformance Potential
The strategy has historically outperformed broader benchmarks over long periods.*
Consistency
Designed to deliver repeatable outcomes across market cycles.
Who Should Consider FI Stable Growth 25?
The MSCI-model portfolio is designed to suit a diverse audience who are looking to build wealth with market-linked growth
Long-Term Investors
Designed for investors with an investment horizon of five years or longer.
Conservative Equity Investors
Suitable for investors seeking equity exposure with lower volatility.
Disciplined Investors
Ideal for investors who prefer systematic investing frameworks over emotional decisions.
Risk-Conscious Investors
Built for investors who value downside protection alongside long-term growth.
High Net Worth Investors
Suitable for investors able to invest ₹5 lakhs or more.
Better Returns Through Strategic Investing
Screen the MSCI India Universe
The strategy begins with companies that qualify within the MSCI India universe.
Identify Lower Volatility Stocks
The algorithm selects companies that have historically demonstrated relatively stable performance.
Construct a Risk-Weighted Portfolio
Portfolio allocations are determined using risk contribution rather than size alone.
Review and Rebalance
The portfolio is reviewed and rebalanced every six months to maintain alignment with the strategy objectives.
How to Invest in FI Stable Growth 25
Log In
Log in to your FundsIndia account and select 'MSCI'.
Open a Demat Account
Open a Demat account if you do not already have one. A Demat account is required to invest in FI SG 25.
Review and Invest
Review the FI Stable Growth 25 strategy details and complete the investment process.
Track Your Portfolio
Track your portfolio and receive updates through your FundsIndia account.
Additional Investment
Make additional investments anytime with a minimum investment of ₹50,000.
Portfolio Rebalancing
Rebalance your MSCI portfolio every June and December with a single click
Important Features of FI SG 25 - an MSCI-model Portfolio
₹5 Lakhs
Minimum Investment
25
Number of Stocks Exposure
Twice a Year
Portfolio Rebalancing
10%
Maximum Stock Allocation
₹50,000
Minimum Additional Investment
5+ Years
Best to hold
Why Should You Choose FI Stable Growth 25
Lower Drawdowns
Historically designed to experience smaller declines during market corrections.
Long-Term Outperformance Potential
The strategy has historically outperformed broader benchmarks over long periods.*
Consistency
Designed to deliver repeatable outcomes across market cycles.
Who Should Consider FI Stable Growth 25?
Long-Term Investors
Designed for investors with an investment horizon of five years or longer.
Conservative Equity Investors
Suitable for investors seeking equity exposure with lower volatility.
Disciplined Investors
Ideal for investors who prefer systematic investing frameworks over emotional decisions.
Risk-Conscious Investors
Built for investors who value downside protection alongside long-term growth.
High Net Worth Investors
Suitable for investors able to invest ₹5 lakhs or more.
Lower Losses Can Matter More Than Higher Returns
Recovering from a 50% loss requires a 100% gain. Strategies that focus on downside protection can help investors stay invested and benefit from long-term compounding.
Why Choose FundsIndia for FI SG 25?
FundsIndia combines globally respected methodologies, technology and disciplined investing principles to create strategies built for long-term investors. We believe successful investing is driven by discipline, consistency and process rather than short-term market movements.
Globally Inspired Methodology
Built using MSCI's risk-weighted investment framework adapted for Indian markets.
Risk Management Focus
Designed to reduce volatility and limit concentration risk.
Integrated Wealth Platform
Track FI SG 25 alongside all your other investments through FundsIndia.
Staying Invested Is Often the Hardest Part of Investing
Many investors abandon good strategies during difficult markets. FI SG 25 is designed to make the investment journey smoother so investors can stay committed to their long-term goals.
What Our Customers Say
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Frequently Asked Questions
What is FI Stable Growth 25?
FI Stable Growth 25 is a rules-based equity portfolio that invests in 25 low-volatility stocks selected from the MSCI India universe using MSCI's risk-weighted methodology.
What makes FI SG 25 different from traditional equity portfolios?
Unlike portfolios that focus primarily on market capitalization, FI SG 25 considers the risk contribution of each stock and allocates capital accordingly.
How often is the portfolio rebalanced?
The portfolio is reviewed and rebalanced every six months, typically in June and December.
What is the minimum investment amount?
The minimum investment required is ₹5 lakh.
Who should invest in FI SG 25?
The strategy is designed for investors with a long-term investment horizon who seek disciplined equity exposure with a focus on risk management.
Does the portfolio invest only in large-cap stocks?
The portfolio selects stocks from the MSCI India universe and may include a mix of large-cap and other qualifying stocks that meet the strategy's volatility criteria.
Why is the MSCI methodology used?
MSCI's risk-weighted methodology is globally recognized for constructing portfolios that aim to balance risk and return through a disciplined and transparent framework.
Can I exit the portfolio whenever I want?
Yes. Investors have the flexibility to liquidate their investments as per applicable platform and portfolio terms.
Insights & Research
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