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Mutual Fund Basket

Mutual Fund BASKET
An advisory product with a consolidated approach


Which Type of Investor are you?

Aggressive - Build wealth to reach your goals with maximizing returns by taking higher risks.

Moderate - Create attractive & consistent returns with high exposure to equity funds.

Conservative - Good returns with minor ups and downs, aimed to balance risk and return matrix.


We have right Mutual Funds BASKET for you.


BASKET Highlights


Aggressive Basket

Investment Strategy: Equity fund oriented Portfolio, positioned to capture the growth of Equities with higher risk. Maximises returns by taking higher risks.

Asset Allocation: Lumpsum - 80% Equity and 20% Debt.
SIP - 100% in Equity i.e 30% in Large Cap and 70% in Mid Cap

Time Horizon: Long term portfolio (3-5) years.

Risk Tolerance: Higher degree of risk. Emphasizes on capital appreciation is the primary objective.

Returns: It contains higher risk assets, the returns are also high.

 

Moderate Basket

Investment Strategy: Higher long term returns with higher exposure to equity funds which enhances the return and risk profile of the overall portfolio and provides moderate growth with moderate risks.

Asset Allocation: Lumpsum - 60% Equity and 40% Debt.
SIP - 100% in Equity i.e 60% in Large Cap and 40% in Mid Cap.

Time Horizon: Long term portfolio (3-5) years.

Risk Tolerance: Emphasizes on return generation which minimises the risk tolerance.

Returns: It contains medium risk assets which aims to provide better returns along with stability.

 

Conservative Basket

Investment Strategy: Aimed to balance risk and return matrix. Allows the investors to gain in equities along with stability provided by Debt portfolio.

Asset Allocation: Lumpsum - 30% Equity and 70% Debt.
SIP - 100% in Large Cap.

Time Horizon: Long term portfolio (3-5) years.

Risk Tolerance: Emphasizes on capital preservation and risk is minimised by investment in low risk instruments.

Returns: It aims both Low Risk and Medium Risk assets which aims on beating the prevailing inflation rate.

 

For further details fill in your contact details below or contact your nearest AnandRathi branch, for specific queries write to us at onlinemf@rathi.com

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