Gold Moderate Aggressive
Our top two equity strategies are designed to provide an investment edge, aiming for superior performance while ensuring volatility remains moderated
Risk Level: Moderately High
Min Investment: ₹10 Lakhs
30 Days:
-1.13%
90 Days:
0.25%
365 Days:
-3.21%
Annualised:
16.25%
Strategy Specifications
| Strategy Inception Date | Jan. 1, 2016 |
| Min Investment | ₹10 Lakhs |
| Strategy Type | Diversified Portfolio |
| Asset Classes | Equity ETFs |
| Universes | Large Caps Money Market Multi Caps |
| Investment Styles | Multi-Asset Multi-Strategy |
| Instruments | Equity Debt |
| Rebalancing Frequency | Monthly |
| Volatility | Moderately High |
Strategy Description
The classic 60/40 portfolio applies two of our selectively chosen strategies to the equity allocation, aiming to provide both performance and balance. This portfolio design aspires to deliver higher returns while effectively reducing volatility.
Asset Allocation
Strategy Selection
| Category | Weight |
|---|---|
| Debt Allocation | 40.00% |
| Cruise Momentum | 30.00% |