Why Choose Mutual Funds with Ready-Made Baskets?

High Risk, High Returns

1. What is the High Risk, High Returns portfolio?

This portfolio primarily invests 70% in Equity, 20% in Fixed Income investments, and 10% in Gold. It is designed for investors comfortable with high risk, aiming for significant growth over a minimum of 7 years and above.

2. Who should consider the High Risk, High Returns portfolio?

Investors comfortable with market volatility and seeking high growth over a long-term investment horizon of at least 7 years and above.

3. What are the risks involved with this portfolio?

This portfolio carries higher market risk due to a 70% allocation in Equity. Investors may experience significant short-term fluctuations.

Smart Investing

1. What distinguishes the Smart Investing portfolio?

The Smart Investing portfolio balances growth and stability by allocating 60% in Equity, 30% in Fixed income and 10% in Gold, suitable for long-term growth with moderate risk.

2. Who should invest in the Smart Investing portfolio?

Investors looking for a balanced approach to long-term growth and risk management, recommended for a minimum investment period of 7 years and above.

3. How does Smart Investing manage risks?

By diversifying across Equity, Fixed Income and Gold, it aims to balance growth with stability, reducing the impact of market volatility.

Balanced Investing

1. Can you explain the Balanced Investing portfolio?

It's a moderate risk portfolio with 50% in Equity, 40% in Fixed Income, and 10% in Gold, ideal for investors seeking a balance between returns and risk.

2. Who is the Balanced Investing portfolio for?

Suitable for investors with moderate risk tolerance aiming for higher returns, with an ideal investment duration of at least 5 years and above.

3. What makes Balanced Investing a good choice?

Its diversified allocation helps in managing risks while aiming for optimized returns, making it a solid choice for cautious yet growth-oriented investors.

Safety First

1. What is the focus of the Moderate conservation portfolio?

This portfolio is for low-risk investors, allocating 40% to Equity, 55% to Fixed Income and 5% to Gold, balancing equity exposure with security.

2. Who should opt for Moderate conservation?

Ideal for individuals with a lower risk appetite but still wanting some exposure to equities, recommended for a minimum of 5 years.

3. How does Moderate conservation minimize risks?

With a higher allocation in secure fixed income and a conservative approach to Equity and Gold, it aims to offer stable returns with conversational risk.

No-Sweat Savings

1. What is the No-Sweat Savings portfolio about?

It’s designed for risk-averse investors, allocating 70% to Debt, 20% to Equity and 10% to Gold, focusing on steady growth with minimal risk.

2. Who is the ideal investor for No-Sweat Savings?

Best for investors who prefer conservation risk and are looking for a simple, straightforward investment to grow savings over time.

3. What is the ideal investment period for No-Sweat Savings?

Investors should consider staying invested for at least 4 years to maximize benefits and manage risks effectively.