Gold Moderate Conservative
40/60 portfolio that is aiming to deliver higher returns than average
Risk Level: Moderate
Min Investment: ₹10 Lakhs
30 Days:
-0.56%
90 Days:
0.64%
365 Days:
0.82%
Annualised:
12.85%
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 | Moderate |
Strategy Description
For a risk-averse investor aiming to earn above-average returns, this portfolio significantly reduces volatility. It selects our top two strategies, emphasizing both performance and balance, in order to pursue higher returns. While the much higher debt allocation keeps your stomach from churning
Asset Allocation
Strategy Selection
| Category | Weight |
|---|---|
| Debt Allocation | 60.00% |
| Cruise Momentum | 20.00% |