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Mutual Funds - Moderately Aggressive

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

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₹1 Lac invested for could have been:


₹


₹

  • 3Y CAGR:

    22.4%

  • Volatility:

    High Volatility

  • Rebalancing Frequency:

    Half-Yearly

  • Type of Portfolio:

    Mutual Funds

  • Min Investment:

    ₹ 10000

  • More Insights

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Mutual Funds - Moderately Aggressive

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

22.4% (3Y)

Live Returns

Half-Yearly

Rebalance

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.
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.
Direct MFs; Debt 20% - 39.99%; No credit risk debt funds

PB Ratio

PE Ratio

Rebalancing Frequency

Half-Yearly

Next Update

Aug. 23, 2022

Type

1

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