Work
Scroll to see work
2020-2025
Mar 2024
Nov 2020
Long-Term
The Portfolio targets medium to long-term growth by investing in global leaders in sectors like AI, EVs, and Renewables.
Performance
Investments
Rebalances
Managed by
Facts
Performance vs Benchmarks
INR
USD
Our Strategy (Global Leaders)
6.12%
4.93%
3.10%
S&P 500
NIFTY 50
1M
YTD
1Y
3Y
Inception
Buy Recommendations
Potential Upside
+75%
Varun Beverages Limited
Closing price of ₹1808.9 on 20 May 2025
Allocation
23%
Buying Range
₹1700-1900
Review Range (3Y)
₹3059-3259
Potential Upside
+75%
Amazon.co Inc
Closing price of ₹1808.9 on 20 May 2025
Allocation
19%
Buying Range
₹1700-1900
Review Range (3Y)
₹3059-3259
View all
Metrics
P/E Ratio
Portfolio
2.38%
Nifty500
1.8%
-10%
10%
higher the better
ROCE (%)
Portfolio
-2.38%
Nifty500
1.8%
-10%
10%
higher the better
Price/Book Ratio
Portfolio
1.5
Nifty500
0.9
-20%
15%
lower the better
Current Ratio
Portfolio
1.8
Nifty500
1.2
+5%
10%
higher the better
Net Profit Margin (%)
Portfolio
5.0%
Nifty500
4.0%
+15%
20%
higher the better
Sector Split of this Strategy
Sectors
Sector Wise Break-up
Technology
53%
Healthcare
11%
Consumer Discretionary
25%
View Split
Recent Calls
Stable assets are low-volatility investments that provide steady returns.
MAR 2023
Exit
HDFC Bank Ltd
Portfolio Profit
+24%
MAR 2023
Buy
HDFC Bank Ltd
Upside
+24%
JAN 2024
HDFC Bank Something Ltd
Allocation
-24%
JAN 2024
HDFC Bank Something Ltd
- 2%
View all
Managed by
Ketul Sakhpara
25+ years experience
registered
Ketul Sakhpara, CFA is the Founder of BayFort Capital with over 20 years of experience. Read More
Niranjan
10+ years experience
registered
₹150 Cr
AUM
HDFC Bank Limited is a prominent private bank in India, offering a wide range. Read More
Why Invest in global leaders?
Global Growth
Invest in high-growth sectors like AI, EV, Biotech, and Robotics through a focused global portfolio not available in traditional domestic funds.
Innovation Driven
Gain access to innovation-driven global stocks aligned with themes like “Data is the New Oil,” offering opportunities beyond local markets.
Expert Review & Rebalancing
Every basket is reviewed by investment experts and rebalanced periodically to stay aligned with market shifts and investor goals.
Transparent & Trackable
Each basket is SEBI-compliant, performance-tracked, and easy to monitor from your dashboard.
Portfolio Facts
Lock-in Period
None
Annual Management Fee
2.5% (Incl. GST)
Min. Initial Investment
₹ 10 Lacs
Min. Additional Investment
₹ 85,000
Market Cap. Restriction
Above $10 Billion
Get Your
AI-Powered Portfolio
Get Portfolio
13:13
Custom Strategies
stack wealth / 2025
Built an AI-powered system that delivers personalized investment strategies based on individual preferences and goals, while driving higher product engagement and improving user session flow.
your investments
43.12%
YTD
₹19,01,215.4
3M
6M
1Y
3Y
5Y
ALL
MAR 2024
Your Stacks
+8
₹ 19,20,210
Vault
+3
₹ 19,20,210
8 Funds underperforming
SIP center
Get Ultimate Power of SIP with Stack
₹15,000/m invested for 10 years
₹24.2L
12%
BENCHMARK
₹32.2L
17.2%
STACK WEALTH
aggressive portfolio with returns of 12.5%
Start an SIP
Trending categories
Best for SIP
Beat the markets with our smart portfolios powered by quant.
3y cagr upto
24.6%
Explore
Flexicap Kings
Beat the markets with our smart portfolios powered by quant.
3y cagr
24.6%
High ranking funds
Funds with NIFTY Beating Returns.
48.24 (3Y CAGR)
UTI Nifty Next 50 Index Fund
Top Rated
Equity
Thematic
48.24 (3Y CAGR)
UTI Nifty Next 50 Index Fund
Equity
Thematic
48.24 (3Y CAGR)
UTI Nifty Next 50 Index Fund
Equity
Thematic
48.24 (3Y CAGR)
UTI Nifty Next 50 Index Fund
Equity
Thematic
Explore all
explore mutual funds
All Mutual Fund Categories
Best in SIP
Upto 24.6%
Index Investing
Upto 24.6%
Index Investing
24.6%
₹
₹
Fixed Income
Upto 24.6%
Best in SIP
Upto 24.6%
Best in SIP
24.6%
Explore All Funds
have questions?
Your Dedicated Wealth Team
certified
₹150 Cr
AUM
Schedule a Call
Investing can be rewarding.
Stack Wealth
13:13
Portfolio Analytics
stack wealth / 2023
Built end-to-end analytics for mutual fund portfolios, transforming raw, cluttered data into clear visual insights that reveal what users are missing, reduce noise, and deliver tangible value.
More projects coming soon — stay tuned!
Work
Scroll to see work
2020-2025
Long-Term
The Portfolio targets medium to long-term growth by investing in global leaders in sectors like AI, EVs, and Renewables.
Performance
Investments
Rebalances
Managed by
Facts
Performance vs Benchmarks
INR
USD
Our Strategy (Global Leaders)
6.12%
4.93%
3.10%
S&P 500
NIFTY 50
1M
YTD
1Y
3Y
Inception
Buy Recommendations
Potential Upside
+75%
Varun Beverages Limited
Closing price of ₹1808.9 on 20 May 2025
Allocation
23%
Buying Range
₹1700-1900
Review Range (3Y)
₹3059-3259
Potential Upside
+75%
Amazon.co Inc
Closing price of ₹1808.9 on 20 May 2025
Allocation
19%
Buying Range
₹1700-1900
Review Range (3Y)
₹3059-3259
View all
Metrics
P/E Ratio
Portfolio
2.38%
Nifty500
1.8%
-10%
10%
higher the better
ROCE (%)
Portfolio
-2.38%
Nifty500
1.8%
-10%
10%
higher the better
Price/Book Ratio
Portfolio
1.5
Nifty500
0.9
-20%
15%
lower the better
Current Ratio
Portfolio
1.8
Nifty500
1.2
+5%
10%
higher the better
Net Profit Margin (%)
Portfolio
5.0%
Nifty500
4.0%
+15%
20%
higher the better
Sector Split of this Strategy
Sectors
Sector Wise Break-up
Technology
53%
Healthcare
11%
Consumer Discretionary
25%
View Split
Recent Calls
Stable assets are low-volatility investments that provide steady returns.
MAR 2023
Exit
HDFC Bank Ltd
Portfolio Profit
+24%
MAR 2023
Buy
HDFC Bank Ltd
Upside
+24%
JAN 2024
HDFC Bank Something Ltd
Allocation
-24%
JAN 2024
HDFC Bank Something Ltd
- 2%
View all
Managed by
Ketul Sakhpara
25+ years experience
registered
Ketul Sakhpara, CFA is the Founder of BayFort Capital with over 20 years of experience. Read More
Niranjan
10+ years experience
registered
₹150 Cr
AUM
HDFC Bank Limited is a prominent private bank in India, offering a wide range. Read More
Why Invest in global leaders?
Global Growth
Invest in high-growth sectors like AI, EV, Biotech, and Robotics through a focused global portfolio not available in traditional domestic funds.
Innovation Driven
Gain access to innovation-driven global stocks aligned with themes like “Data is the New Oil,” offering opportunities beyond local markets.
Expert Review & Rebalancing
Every basket is reviewed by investment experts and rebalanced periodically to stay aligned with market shifts and investor goals.
Transparent & Trackable
Each basket is SEBI-compliant, performance-tracked, and easy to monitor from your dashboard.
Portfolio Facts
Lock-in Period
None
Annual Management Fee
2.5% (Incl. GST)
Min. Initial Investment
₹ 10 Lacs
Min. Additional Investment
₹ 85,000
Market Cap. Restriction
Above $10 Billion
Get Your
AI-Powered Portfolio
Get Portfolio
13:13
Nov 2020
Mar 2024
Custom Strategies
stack wealth / 2025
Built an AI-powered system that delivers personalized investment strategies based on individual preferences and goals, while driving higher product engagement and improving user session flow.
your investments
43.12%
YTD
₹19,01,215.4
3M
6M
1Y
3Y
5Y
ALL
MAR 2024
Your Stacks
+8
₹ 19,20,210
Vault
+3
₹ 19,20,210
8 Funds underperforming
SIP center
Get Ultimate Power of SIP with Stack
₹15,000/m invested for 10 years
₹24.2L
12%
BENCHMARK
₹32.2L
17.2%
STACK WEALTH
aggressive portfolio with returns of 12.5%
Start an SIP
Trending categories
Best for SIP
Beat the markets with our smart portfolios powered by quant.
3y cagr upto
24.6%
Explore
Flexicap Kings
Beat the markets with our smart portfolios powered by quant.
3y cagr
24.6%
High ranking funds
Funds with NIFTY Beating Returns.
48.24 (3Y CAGR)
UTI Nifty Next 50 Index Fund
Top Rated
Equity
Thematic
48.24 (3Y CAGR)
UTI Nifty Next 50 Index Fund
Equity
Thematic
48.24 (3Y CAGR)
UTI Nifty Next 50 Index Fund
Equity
Thematic
48.24 (3Y CAGR)
UTI Nifty Next 50 Index Fund
Equity
Thematic
Explore all
explore mutual funds
All Mutual Fund Categories
Best in SIP
Upto 24.6%
Index Investing
Upto 24.6%
Index Investing
24.6%
₹
₹
Fixed Income
Upto 24.6%
Best in SIP
Upto 24.6%
Best in SIP
24.6%
Explore All Funds
have questions?
Your Dedicated Wealth Team
certified
₹150 Cr
AUM
Schedule a Call
Investing can be rewarding.
Stack Wealth
13:13
Portfolio Analytics
stack wealth / 2023
Built end-to-end analytics for mutual fund portfolios, transforming raw, cluttered data into clear visual insights that reveal what users are missing, reduce noise, and deliver tangible value.
More projects coming soon — stay tuned!
Work
Scroll to see work
2020-2025
Long-Term
The Portfolio targets medium to long-term growth by investing in global leaders in sectors like AI, EVs, and Renewables.
Performance
Investments
Rebalances
Managed by
Facts
Performance vs Benchmarks
INR
USD
Our Strategy (Global Leaders)
6.12%
4.93%
3.10%
S&P 500
NIFTY 50
1M
YTD
1Y
3Y
Inception
Buy Recommendations
Potential Upside
+75%
Varun Beverages Limited
Closing price of ₹1808.9 on 20 May 2025
Allocation
23%
Buying Range
₹1700-1900
Review Range (3Y)
₹3059-3259
Potential Upside
+75%
Amazon.co Inc
Closing price of ₹1808.9 on 20 May 2025
Allocation
19%
Buying Range
₹1700-1900
Review Range (3Y)
₹3059-3259
View all
Metrics
P/E Ratio
Portfolio
2.38%
Nifty500
1.8%
-10%
10%
higher the better
ROCE (%)
Portfolio
-2.38%
Nifty500
1.8%
-10%
10%
higher the better
Price/Book Ratio
Portfolio
1.5
Nifty500
0.9
-20%
15%
lower the better
Current Ratio
Portfolio
1.8
Nifty500
1.2
+5%
10%
higher the better
Net Profit Margin (%)
Portfolio
5.0%
Nifty500
4.0%
+15%
20%
higher the better
Sector Split of this Strategy
Sectors
Sector Wise Break-up
Technology
53%
Healthcare
11%
Consumer Discretionary
25%
View Split
Recent Calls
Stable assets are low-volatility investments that provide steady returns.
MAR 2023
Exit
HDFC Bank Ltd
Portfolio Profit
+24%
MAR 2023
Buy
HDFC Bank Ltd
Upside
+24%
JAN 2024
HDFC Bank Something Ltd
Allocation
-24%
JAN 2024
HDFC Bank Something Ltd
- 2%
View all
Managed by
Ketul Sakhpara
25+ years experience
registered
Ketul Sakhpara, CFA is the Founder of BayFort Capital with over 20 years of experience. Read More
Niranjan
10+ years experience
registered
₹150 Cr
AUM
HDFC Bank Limited is a prominent private bank in India, offering a wide range. Read More
Why Invest in global leaders?
Global Growth
Invest in high-growth sectors like AI, EV, Biotech, and Robotics through a focused global portfolio not available in traditional domestic funds.
Innovation Driven
Gain access to innovation-driven global stocks aligned with themes like “Data is the New Oil,” offering opportunities beyond local markets.
Expert Review & Rebalancing
Every basket is reviewed by investment experts and rebalanced periodically to stay aligned with market shifts and investor goals.
Transparent & Trackable
Each basket is SEBI-compliant, performance-tracked, and easy to monitor from your dashboard.
Portfolio Facts
Lock-in Period
None
Annual Management Fee
2.5% (Incl. GST)
Min. Initial Investment
₹ 10 Lacs
Min. Additional Investment
₹ 85,000
Market Cap. Restriction
Above $10 Billion
Get Your
AI-Powered Portfolio
Get Portfolio
13:13
Nov 2020
Mar 2024
Custom Strategies
stack wealth / 2025
Built an AI-powered system that delivers personalized investment strategies based on individual preferences and goals, while driving higher product engagement and improving user session flow.
your investments
43.12%
YTD
₹19,01,215.4
3M
6M
1Y
3Y
5Y
ALL
MAR 2024
Your Stacks
+8
₹ 19,20,210
Vault
+3
₹ 19,20,210
8 Funds underperforming
SIP center
Get Ultimate Power of SIP with Stack
₹15,000/m invested for 10 years
₹24.2L
12%
BENCHMARK
₹32.2L
17.2%
STACK WEALTH
aggressive portfolio with returns of 12.5%
Start an SIP
Trending categories
Best for SIP
Beat the markets with our smart portfolios powered by quant.
3y cagr upto
24.6%
Explore
Flexicap Kings
Beat the markets with our smart portfolios powered by quant.
3y cagr
24.6%
High ranking funds
Funds with NIFTY Beating Returns.
48.24 (3Y CAGR)
UTI Nifty Next 50 Index Fund
Top Rated
Equity
Thematic
48.24 (3Y CAGR)
UTI Nifty Next 50 Index Fund
Equity
Thematic
48.24 (3Y CAGR)
UTI Nifty Next 50 Index Fund
Equity
Thematic
48.24 (3Y CAGR)
UTI Nifty Next 50 Index Fund
Equity
Thematic
Explore all
explore mutual funds
All Mutual Fund Categories
Best in SIP
Upto 24.6%
Index Investing
Upto 24.6%
Index Investing
24.6%
₹
₹
Fixed Income
Upto 24.6%
Best in SIP
Upto 24.6%
Best in SIP
24.6%
Explore All Funds
have questions?
Your Dedicated Wealth Team
certified
₹150 Cr
AUM
Schedule a Call
Investing can be rewarding.
Stack Wealth
13:13
Portfolio Analytics
stack wealth / 2023
Built end-to-end analytics for mutual fund portfolios, transforming raw, cluttered data into clear visual insights that reveal what users are missing, reduce noise, and deliver tangible value.
More projects coming soon — stay tuned!