Mutual Funds – Model Portfolios (Equity, Debt & Gold)

The model portfolios cover almost the entire spectrum of the investing population, ranging from aggressive investors who are willing to live with volatility to conservative investors who want reasonable growth with minimal risk.

Our model portfolio comprises of Mutual Funds – Equity & Debt and Sovereign Gold Bonds.

We have constructed our inhouse Underlying Composite Benchmark Index – UCBI to give a fair return analysis of each portfolio with the constituent benchmarks. This would be the first of its kind in the industry.

The model portfolios are dynamic in nature and take strategic as well as tactical calls based on our analysis of the underlying asset classes and various factors affecting them at any point of time.

Model Portfolio June 2020