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FinSharpe Investment Advisors
Principal Advisor: Rohan Borawake
SEBI RIA Reg No: INA000018489
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Multi Asset Diversified
A logo for FinSharp Mutual Funds featuring a balanced design with an archery symbol.
Multi Asset Diversified
Model Portfolio by FinSharpe Investment Advisors
One portfolio built to last in all market conditions
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333/month
Incl. GST

Volatility
Medium

Min. Investment
₹ 6,867

Return Period
3 months

Return Percentage
5.32%
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333/month
Incl. GST

About this portfolio
According to the modern portfolio theory, an investor should invest in all investable assets and diversify within the asset class. This brings diversification to the portfolio and reaps the benefits of cyclical movements in different assets. The All Weather Portfolio invests in Domestic Equity, International Equity, Debt & Gold. The Equity component helps in maximizing returns, Gold offers a safety net during a market turbulence and Debt adds a level of consistency to the portfolio returns. Key highlights : 1) Equity portion is divided into 2 parts : Domestic (Nifty 50) & International (Nasdaq 100) 2) Equity weightage ranges from min 50% to max 75% 3) Gold weightage ranges from min 5% to max 15% 4) Debt weightage ranges from min 20% to max 40% 5) Rebalanced once in 4 months. 6) Backtested on 10+ years of data. 7) Suitable for a conservative investor.

Stocks & Weights
Stocks
4

Rebalance Frequency
Need basis

Last Rebalance
Need basis

Next Rebalance
-

Market Cap Distribution
Large Cap
-
Mid Cap
-
Small Cap
-

Live Performance vs Equity Large & Mid Cap
A line graph comparing Live Performance vs. Equity Large and Mid Cap from 2015 to 2024, showing how the value of ₹100 changes over these years.
Other services
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Model Portfolio
View Portfolio

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Model Portfolio
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Model Portfolioy
View Portfolio

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Model Portfolio
View Portfolio
Contact details

info@finsharpe.com

+91 9923411966