Mutual Funds - Moderately Conservative

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

Returns: 11.0 % (3Y)

Volatility:

Medium Volatility


Portfolio Update:

Half-Yearly


Min Investment:

10000


6 months access for₹1000

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 60% - 79.99%; No credit risk debt funds or sectoral equity funds

PB Ratio

PE Ratio

Rebalancing Frequency

Half-Yearly

Next Update

Aug. 23, 2022

Type

1

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.