Revolutionize Your Investing with Tailored Smart Rebalancing Baskets
Enjoy the benefits of hassle-free, personalized investing with our smart rebalancing baskets,
designed to optimize your portfolio performance and minimize risk.
This basket aims to capitalize on market growth potential through a concentrated allocation to high-risk, high-reward assets. Active rebalancing will be employed to maintain the desired asset allocation and capture emerging opportunities. The basket will be periodically reviewed to ensure alignment with market trends and adjust positions accordingly.
Risk Category
High
Tenure
Long Term
Expected Returns (Last 5 yrs CAGR)
20-22%
Suitable for
High-risk, long-term investors
This basket strikes a balance between growth and stability by diversifying across asset classes. Active rebalancing will be used to maintain the target asset allocation and manage risk. The basket will be regularly monitored to identify potential shifts in market conditions and make necessary adjustments.
Risk Category
Medium
Tenure
Medium-term, Typically 3-5 years
Expected Returns (Last 5 yrs CAGR)
14-16%
Suitable for
Moderate-risk investors,
This basket prioritizes capital preservation and income generation. Active rebalancing will be used to ensure the portfolio remains aligned with the desired risk profile. The basket will be regularly reviewed to assess the performance of underlying funds and make necessary adjustments.
Risk Category
Low
Tenure
Short-term, Typically 1 Month to 3 years
Expected Returns (Last 5 yrs CAGR)
9-11%
Suitable for
Risk-averse investors
This basket focuses on maximizing tax benefits while generating returns. Active rebalancing will be employed to ensure the portfolio remains invested in top-performing ELSS funds. The basket will be regularly monitored to identify new opportunities and make necessary adjustments.
Risk Category
Low
Tenure
Long Term, More than 3 years
Expected Returns (Last 5 yrs CAGR)
12-15%
Suitable for
Investors seeking tax benefits
Mutual Funds
To Invest in
Active
Clients
Outperforming
Investment Baskets
* CAGR
On Aggressive Basket