Mutual Funds - Conservative

Mutual Funds - Conservative

This is a multi asset mutual fund portfolio suited for the investor with the conservative risk profile.The allocations are dynamically adjusted semi annually.
Volatility: low Expected Returns *: 12.0%

* based on past 7 year backtest


Mutual Funds - Conservative
6 months access for₹1000
You can access the portfolio (without broker integration) on our website, following a simple step by step flow

Performance

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Why should you invest?

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.

Mechanism

We rebalance this portfolio semi annualy or whenever we think that the market conditions have changed so drastically that we need to look at the portfolio.

Universe

Direct Mutual Funds; Debt Allocation 80% or more; No credit risk debt funds, Banking &PSU funds or sectoral equity funds

Rebalancing Frequency

Semiannually

Risk Management

Direct Mutual Funds; Debt Allocation 80% or more; No credit risk debt funds, Banking &PSU funds or sectoral equity funds

Allocation

Direct Mutual Funds; Debt Allocation 80% or more; No credit risk debt funds, Banking &PSU funds or sectoral equity funds


Performance Metrics

Disclaimer: The content and data available in the material prepared by the company and on the website of the company, including but not limited to index value, return numbers and rationale are for information and illustration purposes. Use of back-tested data has inherent limitations including the following: The results do not reflect the results of actual trading or the effect of material economic and market conditions on the decision-making process, but were achieved by means of retrospective application, which may have been designed with the benefit of hindsight. Actual performance may differ significantly from back-tested performance. Information present in the material prepared by the company and on the website of the company shall not be considered as a recommendation or solicitation of an investment or investment strategy.

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