Platinum Moderate Conservative
Our top selection of strategies is incorporated into a 40/60 portfolio, providing an investment edge while limiting volatility.
Risk Level: Moderate
Min Investment: ₹25 Lakhs
30 Days:
-0.83%
90 Days:
-0.31%
365 Days:
1.89%
Annualised:
12.67%
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 |
| Instruments | Equity Debt |
| Rebalancing Frequency | Monthly |
| Volatility | Moderate |
Strategy Description
With a strong emphasis on reducing volatility, this portfolio design incorporates a 40% exposure to our top-performing equity strategies. The objective of this structure is not just to maintain stability, but also to generate superior outperformance, thereby striving to earn above-average returns over the long term, enhancing the investor's wealth potential.
Asset Allocation
Strategy Selection
| Category | Weight |
|---|---|
| Debt Allocation | 60.00% |
| Large Cap Momentum | 10.00% |
| Cruise Momentum | 10.00% |
| Financial Momentum | 4.00% |
| Healthcare Momentum | 4.00% |