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IBTI – Mutual Fund Portfolios

Curated Mutual Fund Baskets
Built for Every Risk Profile

Direct plans only. No commissions. No hidden costs. Three carefully curated baskets — Aggressive, Moderate & Secure.

3
Curated Baskets
26%
5-Yr CAGR (Aggressive)*
₹6,000/yr
Starting Subscription
0%
Commission (Direct Plans)
Our Fund Baskets

Choose Your Investment Basket

Each basket is curated to match your risk profile. All plans are Direct — no distributor commission, more returns for you.

🔥 Aggressive

Mutual Funds – Aggressive

Direct Invest (No Commission) | High Smallcap Exposure

A basket of 5–6 mutual funds focused on small-cap and mid-cap segments. Suitable for investors with a higher risk appetite, aiming for long-term capital appreciation and willing to handle higher market volatility.

Funds Included
5–6
Segment Focus
Small-Cap & Thematic
Risk Level
High
Investor Type
Aggressive
Last 5 Year CAGR
26%*
Rebalancing
Half Yearly
⚖️ Moderate

Mutual Fund – Moderate

Direct Invest (No Commission) | Diversified Exposure

A balanced basket of 5–6 mutual funds spread across large-cap, mid-cap, and hybrid categories. Designed for investors with moderate risk tolerance seeking a blend of growth and stability.

Funds Included
5–6
Segment Focus
Multi-Cap + Hybrid
Risk Level
Moderate
Investor Type
Balanced
Last 5 Year CAGR
23%*
Rebalancing
Half Yearly
🛡️ Secure

Mutual Fund – Secure

Direct Invest (No Commission) | Lower Volatility Exposure

A low-risk basket of 5–6 mutual funds focusing on large-cap, debt, and hybrid categories. Suitable for conservative investors who prioritize stability, lower volatility, and steady growth.

Funds Included
5–6
Segment Focus
Large-Cap & Hybrid
Risk Level
Low
Investor Type
Conservative
Last 5 Year CAGR
21%*
Rebalancing
Half Yearly
* Disclaimer: CAGR shown is based on the underlying fund performance assuming no changes in the basket over the last 5 years. Past performance is not indicative of future results. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Our Philosophy

Why Our Baskets Are Different

Every fund in our basket passes a rigorous multi-metric screening — so your money works smarter, not just harder.

Risk-Aligned Investing

Three baskets — Aggressive, Moderate, and Secure — are tailored to match distinct risk profiles, ensuring suitability for every type of investor.

Data-Driven Selection

Funds are carefully screened using Beta, Sharpe Ratio, Treynor, and Jensen's Alpha to deliver consistent risk-adjusted returns.

Diversified Portfolios

Each basket blends large-cap, mid-cap, and small-cap funds to balance stability, growth, and alpha potential effectively.

Flexible Investment Options

Investors can choose to start with a SIP for disciplined investing or make a lumpsum allocation based on their preference.

Direct Plans Only

We use only Direct Mutual Funds — no distributor commissions or hidden costs, passing more returns directly to investors.

Focus on Alpha

Baskets aim to consistently outperform benchmarks through disciplined periodic reviews and smart fund selection.

How It Works

Start Investing in 4 Simple Steps

01

Choose Your Basket

Select Aggressive, Moderate, or Secure based on your risk profile and investment goals.

02

Subscribe

Subscribe for just ₹6,000/yr and get full access to our curated fund recommendations.

03

Invest Directly

Invest in Direct Plans with zero commission through any MF platform of your choice.

04

Stay Updated

Receive half-yearly rebalancing updates to keep your portfolio aligned with market conditions.

Get In Touch

Start Your Mutual Fund Journey Today

Our advisors will help you pick the right basket based on your risk profile and financial goals.

🌐
Website
www.ibti.in
WhatsApp
📍
Location
Begumpet, Hyderabad, Telangana

Send an Enquiry