Portfolio Builder

Allocation-first · fund-second · as on —

Search & pin specific funds — added first, gate bypassed.

Centricity Select prioritises the curated Select list; a sleeve with no Select fund is filled from the ranked universe.

Net of underlyings — hybrid funds are used internally; their equity/debt lands inside these figures.

Products — Auto lets the matrix decide; pick specific types to restrict the portfolio to those product families (the rest is scaled up to 100%).

Untick to deploy 100% of the corpus.

Prefer, avoid, or exclude an AMC, sector or stock. Start typing to pick from the list. An unavoidable name (held by ≥90% of a category's top funds) is soft-excluded — its weight is trimmed instead.

415

Built with the lowest count that fits; steps 8–10 can be overridden by the selections above — any deviation is flagged on the result.

Your model portfolio

Set your client's profile on the left, then Build. Allocation is set first from horizon × risk; funds are then chosen for quality.