frequently asked questions

Opportunities are a series of distinct investment themes or stacks that offer unique strategies aimed at outperforming the market curated by our proprietary fund selection framework - CASPer. Each stack has its own investment objective and time horizon, designed to enhance portfolio diversification and potentially increase overall returns.

Opportunities portfolios focus on specific investment themes that tap into emerging markets, growth trends, and valuable sectors. By leveraging these themes, investors can potentially unlock the growth potential of these areas and build a diversified portfolio for long-term wealth creation with market-beating returns.

Investing in Opportunities provides several benefits:

Diversification: These stacks cover a broad range of investment opportunities, including emerging markets, different market capitalizations, sectors supported by government schemes, and more.

Potential for High Growth: Opportunities are curated using Stack Wealth's proprietary CASPeR framework, focusing on emerging themes to generate additional alpha and growth potential.

Value Addition: Opportunities can complement your core portfolio and potentially add value to your investment strategy.

The average holding period for each Opportunities portfolio varies based on the specific stack, market conditions, and the investment objective. Detailed information can be found in the Opportunities main page.

The performance of Opportunities portfolios is indicated for different time periods (1 year, 3 years, 5 years) as compared to benchmark indices. These figures provide insights into how each stack has performed historically. Detailed information can be found in the Opportunities main page.

Yes, you can invest internationally through the "Let's Go Global" stack, which comprises leading global companies. This stack provides diversification by investing in various industries, including technology, healthcare, and financial services, across international markets.

CASPeR is a proprietary selection framework used by Stack Wealth to curate emerging investment themes for the Opportunities portfolios. It's designed to identify themes with potential for additional alpha generation and align with market trends.

Each portfolio caters to specific investment themes and risk profiles. To choose the right stack, consider your investment objectives, risk tolerance, and desired exposure to different markets or sectors. It's recommended to consult with a financial advisor if you're unsure which stack aligns best with your goals.

Your Opportunities portfolio helps you boost your overall returns by helping you generate additional alpha by investing in booming market themes. Ideally, we recommend investing 30% of your overall portfolio in Opportunities

No, there is no lock-in period for any of the Opportunities portfolios.

Our experts choose the most optimal asset allocation when it comes to your Flagship and Opportunities investments. As of right now, we do not allow investors to alter this allocation as it could alter the performance of your portfolio hindering your ability to reach their financial goals on time.

There are no transaction fees associated with the investment. Stack does not charge any fees when you invest or withdraw your funds in Opportunities.

Stack earns a small fee from various financial institutions for the services rendered. This fee structure is mentioned in our 'disclosures'.

Please note that the fees earned for any asset class, such as stocks, bonds, or real estate, does not play any role in the quality of investment opportunities that we curate and display to you on the app. Our sole objective is to provide you with the best investment opportunities available in the market, regardless of the fee structure.

The Opportunities portfolios invest in thematic mutual fund portfolios. Thematic funds tend to be concentrated in a particular sector or industry, which means that they are more exposed to the risks of that sector or industry. They can be more volatile than other types of funds, which means that their prices can go up and down more quickly. Thematic funds are managed by investment professionals, and their performance will depend on the skill of the manager.

Thematic investing is a type of investment that focuses on themes or sectors that are expected to grow in the future.

Download the Stack Wealth App: Create an account on the Stack Wealth app and complete your KYC. Once this is completed you can explore all the offerings on the app.

Invest in Opportunities: Once your KYC is done, you can choose to invest in Opportunities. Explore the list of thematic portfolios that invest with quantitative strategies, international markets, sectoral growth and rising commodities.

Earn super-high returns by investing in thematic mutual fund portfolios curated by experts. Invest in booming sectors, international stocks, precious metals, companies with high growth potential with Opportunities by Stack Wealth. Click here to know more.

Here are some of the benefits of thematic investing with thematic mutual fund portfolios:

Potential for higher returns:Thematic investing can potentially offer higher returns than traditional investing strategies.

Diversification: Thematic mutual funds can provide diversification to an investment portfolio, as they invest in a variety of companies within a specific theme.

Professional management: Thematic mutual funds are managed by professional fund managers who have expertise in the specific theme.

Earn super-high returns by investing in thematic mutual fund portfolios curated by experts. Invest in booming sectors, international stocks, precious metals, companies with high growth potential with Opportunities by Stack Wealth. Click here to know more.

Thematic investing is an investment technique that focuses on a certain topic or area, such as technology, healthcare, or clean energy. This form of investing might be an excellent method to gain exposure to certain growth possibilities. It is crucial to recognise, however, that theme investment has more risks than standard investing.

Earn super-high returns by investing in thematic mutual fund portfolios curated by experts. Invest in booming sectors, international stocks, precious metals, companies with high growth potential with Opportunities by Stack Wealth. Click here to know more.

Some of the most popular themed investment concepts in India are:

Technology: The rising use of technology in a range of companies, including e-commerce, banking, and healthcare, is to blame.

Over the next five years, healthcare is expected to grow at a 15% CAGR.

Over the following five years, consumption is expected to grow at a 12% CAGR.

Over the next five years, infrastructure is expected to grow at a 10% CAGR.

Clean energy: Over the next five years, this industry is expected to grow at a 20% CAGR.

Earn super-high returns by investing in thematic mutual fund portfolios curated by experts. Invest in booming sectors, international stocks, precious metals, companies with high growth potential with Opportunities by Stack Wealth. Click here to know more.

Thematic investing is a type of investment strategy that focuses on companies that are tied to a certain topic or trend. Some frequent topics for thematic investment include:

Artificial intelligence, robotics, and renewable energy enterprises are examples of technology companies.

Healthcare: Companies that manufacture or sell healthcare products or services.

This category includes businesses that are committed to environmental and social responsibility.

Financials: This category includes enterprises in the financial industry such as banks, insurance companies, and investment firms.

Consumer discretionary: This category includes non-essential products and services such as restaurants, entertainment, and travel.

Earn super-high returns by investing in thematic mutual fund portfolios curated by experts. Invest in booming sectors, international stocks, precious metals, companies with high growth potential with Opportunities by Stack Wealth. Click here to know more.

Market capitalization refers to the entire worth of a company's issued shares.

Market capitalization techniques are classified into three types:

Large-cap funds invest in corporations with the highest market capitalizations.

Mid-cap: These funds invest in firms with market capitalizations that are less than large-cap but more than small-cap.

Small-cap funds invest in businesses with the smallest market capitalizations.

For investors wanting a diverse portfolio with growth potential, the market capitalization strategy may be a wise choice.

Earn super-high returns by investing in thematic mutual fund portfolios curated by experts. Invest in booming sectors, international stocks, precious metals, companies with high growth potential with Opportunities by Stack Wealth. Click here to know more.

The total value of a company's issued shares is referred to as its market capitalization.

Market capitalization techniques are classified into three types:

Large-cap corporations are often well-established and have a lengthy track record of profitability.

Mid-cap: Although mid-cap corporations are more volatile than large-cap companies, they also offer the potential for bigger returns.

Small-cap funds invest in businesses with the smallest market capitalizations. Small-cap firms are the most unpredictable, but they also have the greatest potential for profit.

Earn super-high returns by investing in thematic mutual fund portfolios curated by experts. Invest in booming sectors, international stocks, precious metals, companies with high growth potential with Opportunities by Stack Wealth. Click here to know more.

Small-cap stocks have greater risk than large-cap equities. This is because small-cap stocks are more volatile, which means their prices might fluctuate more rapidly.

In terms of returns, small-cap firms, on the other hand, have the potential to beat large-cap equities. If you want to invest in themed mutual funds for greater returns, a small-cap fund is a good option.

Earn super-high returns by investing in thematic mutual fund portfolios curated by experts. Invest in booming sectors, international stocks, precious metals, companies with high growth potential with Opportunities by Stack Wealth. Click here to know more.

Flexicap mutual funds are a form of equity mutual fund that invests in a wide range of firms regardless of market capitalization (big, mid, or small). This allows them to shift their investments between different market capitalizations as they see appropriate. This may enable them to earn larger returns than funds limited to investing in a single market capitalisation.

Flexicap mutual funds are an excellent choice for investors seeking a diversified portfolio with the potential for better returns.

Earn super-high returns by investing in thematic mutual fund portfolios curated by experts. Invest in booming sectors, international stocks, precious metals, companies with high growth potential with Opportunities by Stack Wealth. Click here to know more.

International mutual funds are a type of mutual fund that invests in companies or other securities outside of India. These funds can offer investors exposure to global markets and the potential for higher returns than investing only in Indian markets.

When investing in foreign mutual funds, keep the following points in mind:

The fund's investing objective: Some international mutual funds concentrate on certain nations or regions, while others concentrate on specific industries or themes.

The track record of the fund manager: The international mutual fund manager is responsible for making investment decisions for the fund.

The expense ratio: The expense ratio is the fee charged by the international mutual fund to cover its operating costs.

The currency risk: When you invest in international mutual funds, you are exposed to currency risk.

Earn super-high returns by investing in thematic mutual fund portfolios curated by experts. Invest in booming sectors, international stocks, precious metals, companies with high growth potential with Opportunities by Stack Wealth. Click here to know more.

There are two ways to buy gold in SIP:

Through a gold ETF: A gold ETF is a type of mutual fund that invests in gold. You can buy gold ETFs through a brokerage account or directly from the AMC.

Through a gold mutual fund: A gold mutual fund is a type of mutual fund that invests in gold mining companies or gold-related securities.

Earn super-high returns by investing in thematic mutual fund portfolios curated by experts. Invest in booming sectors, international stocks, precious metals, companies with high growth potential with Opportunities by Stack Wealth. Click here to know more.

Gold bonds are government-issued gold-backed securities. They have a set rate of interest and may be redeemed after 5 years. They cannot, however, be sold on the stock exchange, limiting their liquidity.

Mutual funds that invest in gold are known as gold funds. They follow the price of gold, therefore their returns will fluctuate with the price of gold. Because gold funds may be exchanged on the stock exchange, they are more liquid than gold bonds.

If you want a safe investment with a fixed interest rate, gold bonds might be a great choice. A gold fund, on the other hand, is a potentially higher-yielding investment.

Gold and fixed deposits (FDs) are both popular investment options in India.

Gold is a physical asset that has been used as a store of value for centuries. It is not subject to inflation and can be easily liquidated.

FDs are a type of debt instrument that offers a fixed rate of interest. They are considered to be a low-risk investment and are a good option for investors who want to preserve their capital.

Earn super-high returns by investing in thematic mutual fund portfolios curated by experts. Invest in booming sectors, international stocks, precious metals, companies with high growth potential with Opportunities by Stack Wealth. Click here to know more.

Infrastructure funds are a good way to invest in the growth of India's infrastructure sector. Here are some factors to consider when choosing an infrastructure mutual fund:

Fund house: Choose a fund house with a good track record of managing infrastructure funds.

Fund size: Choose a fund with a large corpus to ensure liquidity.

Expense ratio: The expense ratio should be low to maximize your returns.

Performance: The fund's performance should be good over the past 3-5 years.

Risk appetite: The fund's risk should be in line with your risk appetite.

Earn super-high returns by investing in thematic mutual fund portfolios curated by experts. Invest in booming sectors, international stocks, precious metals, companies with high growth potential with Opportunities by Stack Wealth. Click here to know more.

Small-cap SIPs aren't always risk-free investments. They invest in small-cap firms having market capitalizations of less than Rs. 500 crore, comparable to mutual funds. Small-cap stocks are often more volatile than large-cap stocks, resulting in more erratic share prices. As a result, small-cap SIPs have a higher risk than large-cap SIPs.

Small-cap enterprises, on the other hand, have a greater potential for profit than large-cap companies. This is due to the fact that small-cap firms are often younger and more inventive, allowing them to develop at a quicker rate.

A sectoral mutual fund is a type of equity mutual fund that focuses on one area, such as technology, healthcare, or infrastructure. Sectoral funds are a great way to obtain exposure to a certain industry and perhaps profit from its growth. They are riskier than diversified mutual funds, however, because their success is more directly related to the performance of the underlying sector.

Earn super-high returns by investing in thematic mutual fund portfolios curated by experts. Invest in booming sectors, international stocks, precious metals, companies with high growth potential with Opportunities by Stack Wealth. Click here to know more.

Sectoral mutual funds invest in a single industry, such as information technology, healthcare, or banking. This might be a smart method to obtain exposure to a certain area that you feel will expand. Sectoral funds might be a suitable alternative if you want long-term gain and are ready to assume some risk.

Earn super-high returns by investing in thematic mutual fund portfolios curated by experts. Invest in booming sectors, international stocks, precious metals, companies with high growth potential with Opportunities by Stack Wealth. Click here to know more.

The Indian economy is expected to grow quickly during the next five years, with a number of industries fueling this growth:

Over the next five years, healthcare is predicted to grow at a 15% CAGR.

Over the next five years, IT and ITES are predicted to grow at a 10% CAGR.

Over the next five years, infrastructure is predicted to grow at an 8% CAGR.

Over the next five years, e-commerce is predicted to grow at a 25% CAGR.

Fintech is predicted to grow at a CAGR of 20% over the next five years.

These are just a few of the industries that are predicted to flourish in India during the next five years.