The Multi-Asset Portfolio offers a well-balanced mix of Equity, Debt, and Gold mutual fund schemes, designed to deliver growth, stability, and diversification across market cycles. By blending these asset classes, it aims to optimize returns while reducing overall portfolio risk.
3 years Annualised return
19.59% per year
Risk
High Risk
Benchmark
Nifty 500 + Debt + Gold price
Investment Horizon
Medium term
Type
Multi Asset
Periodic adjustments help maintain the ideal asset mix, ensuring your portfolio stays aligned with your risk profile and market conditions.
Multi Asset Portfolio offers the flexibility to invest through a one-time lump sum or convenient monthly SIPs, allowing investors to build a multi asset portfolio.
By combining growth, income, and safety assets, the portfolio is designed to perform well across market cycles, reducing the need for frequent investment decisions.
The Multi-Asset Portfolio combines equity, debt, and gold mutual funds to create a balanced and resilient investment strategy. It aims to maximize returns while minimizing risk through smart diversification across asset classes. This approach ensures steady performance and long-term wealth stability in varying market conditions.
Final Value
₹1,70,802
Invested amount
₹ 1,00,000
Gain
₹ 70,802 (70.80%)
XIRR
19.59%
Sharpe Ratio
2.09
Max Drawdown
-10.75%
Volatility
9.33%
| Category | Allocation | Notes |
|---|---|---|
| Large Cap | — | Updated quarterly |
| Mid Cap | — | Updated quarterly |
| Small Cap | — | Updated quarterly |
| Cash | — | Updated quarterly |
| Holding | Allocation | Asset Class |
|---|---|---|
| ADITYA VISION LIMITED | 30% | equity |
| APOLLO HOSPITALS ENTERPRISE LIMITED | 20% | equity |
| BLACKBUCK LIMITED | 40% | equity |
| BLS INTERNATIONAL SERVICES LIMITED | 10% | equity |
Returns are not guaranteed. Final investment decisions remain with the investor.