Description

The Aggressive Basket is designed for investors with a high risk tolerance who seek significant capital appreciation over the long term. It focuses on growth by allocating a larger portion of the portfolio to small-cap and mid-cap funds, which have the potential for higher returns but also come with higher volatility. This basket is ideal for those willing to ride out short-term market fluctuations for the potential of substantial long-term gains.

Investment Objective:

• Aggressive capital growth: To achieve aggressive capital growth by investing in high-potential stocks across various market sectors.

• Capitalize on emerging trends and market opportunities: To capitalize on emerging trends and market opportunities through active portfolio management and thematic investing.

• Outperform relevant benchmarks: To outperform relevant benchmarks by leveraging the expertise of skilled fund managers and employing a disciplined investment approach.

• Manage risk: To manage risk through diversification and periodic rebalancing, while maintaining a focus on long-term growth.

Asset Allocation

• Small Cap: A significant portion of the Aggressive Basket is allocated to small-cap funds because these funds offer the highest potential for growth. Small-cap companies are in the early stages of development and have room for rapid expansion. Although they carry higher volatility and risk, they are included to capture high returns in favorable market conditions. This allocation aims to maximize growth for investors willing to accept short-term fluctuations.

• Mid Cap: A large portion of the portfolio is also allocated to mid-cap funds. Mid-cap companies tend to be more stable than small-caps but still offer considerable growth potential. By investing in mid-cap funds, we strike a balance between high-growth opportunities and moderate risk. This allocation aims to capture the growth of companies that are more established than small-caps but still growing faster than large-cap firms.

• Large Cap: A portion of the portfolio is dedicated to large-cap funds to provide stability and mitigate the overall risk. Large-cap companies are well-established and offer consistent performance over the long term. By including large-caps, we reduce the volatility of the portfolio while ensuring some level of reliable returns, especially during market downturns.

• Commodity: A smaller allocation is directed toward commodity funds to diversify the portfolio beyond equities. Commodities, such as gold or oil, tend to perform differently from stocks and can act as a hedge against inflation and market corrections. This allocation is designed to provide additional protection during times of economic uncertainty while still contributing to the growth potential of the portfolio.

Key Benefits:

• Exposure to high-growth sectors

• Potential for higher returns over the long run

• Diversified across different market capitalizations and commodities for risk management