Static Allocation
A passive investing strategy that invests 60% in Equity and 40% in fixed income.
Risk Level: Moderate
Min Investment: ₹25000
30 Days:
-4.26%
90 Days:
-4.15%
365 Days:
7.59%
Annualised:
15.27%
Strategy Specifications
| Strategy Inception Date | July 10, 2020 |
| Min Investment | ₹25000 |
| Strategy Type | Diversified Portfolio |
| Asset Classes | Equity Debt |
| Universes | Large Caps Mid Caps Money Market |
| Investment Styles | Indexing Multi-Asset Buy and Hold |
| Markets | India |
| Instruments | ETFs |
| Rebalancing Frequency | Yearly |
| Volatility | Moderate |
Strategy Description
A simple, low-cost strategy is to allocate 60% of the portfolio to Equity and 40% to bonds. The equity part of the portfolio is divided equally into large-caps and mid-caps. This is to provide a solid base with large caps to the portfolio but also provide an avenue for outperformance with mid-caps over the long run. The bond allocation helps with managing market volatility and providing stability to the portfolio.
Asset Allocation
Strategy Selection
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