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Mutual Funds - Balanced

This is a multi asset mutual fund portfolio suited for the investor with the moderate risk profile. The allocations are dynamically adjusted semi annually.

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  • 3Y CAGR:

    19.5%

  • Volatility:

    Medium Volatility

  • Rebalancing Frequency:

    Half-Yearly

  • Type of Portfolio:

    Mutual Funds

  • Min Investment:

    ₹ 10000

  • More Insights

Balanced icon
Mutual Funds - Balanced

This is a multi asset mutual fund portfolio suited for the investor with the moderate risk profile. The allocations are dynamically adjusted semi annually.

19.5% (3Y)

Live Returns

Half-Yearly

Rebalance

This is a multi asset mutual fund portfolio suited for the investor with the moderate risk profile. The allocations are dynamically adjusted semi annually.
This portfolio is constructed using the best in class MFs in various categories. The allocation to various MFs is done to maximize the expected returns for the given level of risk. The maximum exposure to various sectors & themes is capped.
Direct Mutual Funds. Debt Allocation: 40% - 59.99%; No credit risk debt funds

PB Ratio

PE Ratio

Rebalancing Frequency

Half-Yearly

Next Update

Aug. 23, 2022

Type

1

Subscription Plans

Rebalancing

Next Rebalance


Steps to subscribe:
KYC Details Filled Risk Profiled Agreement Signed
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