Platinum Moderate Aggressive
A classic 60/40 portfolio, with the equity portion consisting of our top-performing strategies to aim for high returns with moderated volatility
Risk Level: Moderately High
Min Investment: ₹25 Lakhs
30 Days:
-1.10%
90 Days:
1.94%
365 Days:
0.80%
Annualised:
15.45%
Strategy Specifications
| Strategy Inception Date | Jan. 1, 2016 |
| Min Investment | ₹25 Lakhs |
| Strategy Type | Diversified Portfolio |
| Asset Classes | Equity ETFs |
| Universes | Large Caps Money Market Multi Caps Small Caps Sovereign debt |
| Investment Styles | Multi-Strategy Multi-Asset |
| Instruments | Equity Debt |
| Rebalancing Frequency | Monthly |
| Volatility | Moderately High |
Strategy Description
This portfolio combines our top equity strategies, boasting a strong track record, with a 40% allocation to debt. This balance is designed to mitigate volatility while still striving for above-average returns
Asset Allocation
Strategy Selection
| Category | Weight |
|---|---|
| Debt Allocation | 40.00% |
| Large Cap Momentum | 18.00% |
| Cruise Momentum | 15.00% |
| Financial Momentum | 6.00% |
| Healthcare Momentum | 6.00% |