This plan is for those high-risk taking investors who are ready to barge into the market, looking for higher returns on their investments. Such a portfolio has a mid and small-cap at 40%, keeping the HIGH exposure in mind. As per the market situation, the valuation and allocation vary, while you must rebalance the portfolio approach. Despite the high orientation of mid and small-cap, investors who stay for 5-7 years and get great returns from this portfolio.
The Builder plan is for the ones venturing into a beat high alpha generation portfolio but do not have an aggressive approach. A large-cap with active allocation can definitely give you good returns, but small and mid-cap can do the trick too. The funds that have consistent performance and a high ranking in the risk-reward matrix. Long-term returns from this portfolio are also great, preferably in more than five years.
This portfolio offers a mix of both equity and debt for the investors. Following a very theorist approach, this is for those who love the share market returns but are wary of putting in a large amount of money. Balanced equity and debt do the trick for them to get reasonable growth without taking much risk. This balanced approach requires your commitment from 3-5 years, and you can see stability with growth in the portfolio.
The Secure portfolio is ideal for those investors who do not want to take any kind of risk at all. This is the best blend of balanced plus debt combinations, which can bring stability to the portfolio while offering slightly high alpha. However, you must know that the debt funds are not as український стиль volatile as the equity schemes. Debt funds are slightly sensitive to interest rate movements, so we follow only short-term debt funds in this safe-to-play portfolio. They simply focus on earning from interest accruals rather than on capital gains. Secure gives you minimal exposure to equity and is mostly a safe, conservative portfolio.
Designed for those seeking income after retirement, this portfolio simply follows the 3S principles of return – safe, secure, and stable. This is the assurance of regular income to those who have retired, as income is always better than living off a fixed deposit. Retirees should definitely consider keeping their retirement fund in such a reliable debt fund and withdraw money monthly like salary, like in this Income Generator portfolio. SWP 8% yearly can fetch monthly pension like money without interrupt and even principal appreciation, Investor can expect from the fund over the next 5 years.
Convient way to enter in the Stock Markets, Debt Markets and Money Markets.
Mutual funds are ideal for investors who wants to invest in various kind of schemes with different investment objectives but do not have time and expertise to pick winning stocks, better realization in debt funds and value addition in liquid funds. Mutual funds gives you an Advantage of Professional Management, Lower Transaction Costs, Diversification, liquidity and Tax Benefits.
Liquid Fund is a type of debt mutual fund,open-ended scheme which have a short-term investment horizon. These invest in money market instruments like the certificate of deposit,treasury bills and commercial paper of up to 91 days. The investment objective is to preserve capital and provide income via creating ample liquidity. You can choose to invest for a few days or months depending on your fina ncial needs.The fund returns are according to the prevailing market rates.The best part is that there is no exit load applicable for liquid funds. These are available in va ria nts like Daily/Weekly/Monthly Dividend and Growth option. You can earn steady returns over short time intervals. Moreover,you can redeem a part orthe entire amount of investment within 24 hours.
| Short duration fund ( 1yr – 3 yr) – 9% | Overnight funds (1day) – 6.5% |
| Low duration fund ( 9 – 15 month) – 8.5% | Liquid funds (30day – 90day) – 8.5% |
Ultra Low duration fund (3 months – 1 yr) – 8%
Mutual Funds are risk adjusted method of Creating Wealth. Equity Mutual Funds manages a risk lot better compared to other asset classes, as it is handled by professionals. Due to their knowledge it offers better Stock Selection, Regular Investing & Razor Sharp Research. Many good mutual funds actually have the capability to offer best Risk adjusted returns compared to different asset classes. Ex.- FD, Gold, Insurance investment, PPF, GPF Etc. in long term.
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