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Balanced+ Portfolio
Mutual Fund
Min. Investment
Min. Investment
₹5,000
Moderately High Risk
Moderately High Risk
Investors should understand that their principal will be at Moderately High Risk
Moderately High Risk
Moderately High Risk
Investors should understand that their principal will be at Moderately High Risk
17Y CAGR
17Y CAGR
13.9% p.a.
Portfolio is unsuitable for you. See why
This portfolio is suitable for 0 yrs horizon
Add extra zing to the risk-return equation by combining the best of both worlds: better returns across all asset classes but at controlled risk.
By creating a diversified investment portfolio, which is to spread capital across more than just one investment category, investors can reap benefits. Diversification into multiple asset classes will help to protect an investor's capital in the event that one segment of the financial markets does not perform well.
Portfolio diversification, meaning picking a range of assets to minimize your risks while maximizing your potential returns, is a good rule of thumb. A good investment portfolio generally includes a range of blue chip and potential growth stocks, as well as other investments like bonds, index funds and bank accounts
Introduction. Portfolio construction is a process of selecting securities optimally by taking minimum risk to achieve maximum returns. The portfolio consists of various securities such as bonds, stocks, and money market instruments.
At a glance
Past returns
This portfolio outperformed the benchmark on a yearly basis for 10 out of last 15 yrs.
| Period | This portfolio | Benchmark |
|---|
| Period | Median | Chance of return > 8% |
|---|---|---|
| Any 10 yrs | 6.4% | Always |
| Any 7 yr | 21.4% | Always |
| Any 5 yr | 50.4% | Always |
| Any 3 yr | 34.4% | 29.4% |
| Any 1 yr | 0.3% | 3.4% |
| This portfolio | Benchmark |
|---|
Trailing returns are the point-to-point returns generated in a specific period such as the last 1 year, 3 years, 5 years and so on
Risk and Drawdown
Total risk
VS19.4%
Portfolio
43.45%
Benchmark
Return/risk
VS19.4%
Portfolio
43.45%
Benchmark
Max Drawdown
VS-3.45%
Portfolio
43.45%
Benchmark
Better protection during bear markets
The portfolio's asset allocation strategy reduced exposure to equities when the markets were falling and increased exposure in debt and gold.
Past Performance
See how much your investment would have yielded:
This Portfolio
LAUNCH
Past performance of this portfolio takes into account the monthly rebalancing of the portfolio at the start of each month. However, it does not guarantee future returns.
Current Asset Allocation
We distribute the funds in appropriate proportion among small, mid and large cap stocks based on underlying strategy of the portfolio.
Asset allocation philosophy
A minimum Debt allocation of 20% coupled with dynamic management of allocation across asset classes adds to relative stability of this portfolio compared to a full Equity portfolio and thus helps control volatility as well as drawdowns.
Equity
Upto 75%
Debt
At least 20%
Gold
Upto 30%
Additional information
Initial investment amount
₹5,000
Additional investment amount
₹5,000
Minimum redemption amount
₹5,000
Want to know more?
Browse through our frequently asked questions to learn more of how Balanced+ Portfolio works.
View FAQsDisclaimers : Mutual fund investments are subject to market risks, read all scheme related documents carefully.
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