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Balanced Portfolio
Stocks+ETFsMin. Investment
Min. Investment
₹56,500
Moderate Risk
Moderate Risk
Investors should understand that their principal will be at Moderate Risk
Moderate Risk
Moderate Risk
Investors should understand that their principal will be at Moderate Risk
17Y CAGR
17Y CAGR
13.4% p.a.
Portfolio is unsuitable for you. See why
This portfolio is suitable for 0 yrs horizon
Strike a balance between growth and protection to be thrilled when markets are going up and calm when they aren't.
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 |
|---|
| 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% |
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 investment strategy does not guarantee future returns. Stock investments are subject to market risk
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 25% coupled with dynamic management of allocation across asset classes adds to relative stability of this portfolio compared to a full Equity portfolio.
Equity
Upto 65%
Debt
At least 25%
Gold
Upto 30%
Additional information
Initial investment amount
₹56,500
Additional investment amount
₹10,000
Minimum redemption amount
₹1,000
We support 14 brokers including
+ 9 more Want to know more?
Browse through our frequently asked questions to learn more of how Balanced Portfolio works.
View FAQsDisclaimers : Investment in stocks is subject to the systematic and non-systematic risk, please understand the risk before investing.
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