Platinum Conservative
We offer our top-tier equity strategies for a conservative investor with a low-risk appetite, aiming to generate slightly higher returns while maintaining risk tolerance.
Risk Level: Moderately Low
Min Investment: ₹25 Lakhs
30 Days:
-0.18%
90 Days:
0.51%
365 Days:
3.15%
Annualised:
9.45%
Strategy Specifications
| Strategy Inception Date | Jan. 1, 2016 |
| Min Investment | ₹25 Lakhs |
| Strategy Type | Diversified Portfolio |
| Asset Classes | Equity ETFs |
| Universes | Large Caps Money Market Multi Caps Small Caps Sovereign debt |
| Investment Styles | Multi-Asset Multi-Strategy |
| Instruments | Equity Debt |
| Rebalancing Frequency | Monthly |
| Volatility | Moderately Low |
Strategy Description
With only 20% allocation to equity strategies, the goal of this portfolio is to outperform other investment options avaiaible to an investor with a low risk appetite.
Asset Allocation
Strategy Selection
| Category | Weight |
|---|---|
| Debt Allocation | 80.00% |
| Cruise Momentum | 8.00% |