Spring Advisory > Model Portfolios > Multi Asset Diversified
Provided by

FinSharpe Investment Advisors
Principal Advisor: Rohan Borawake
SEBI RIA Reg No: INA000018489
View Profile
Other services
See all

FinSharpe Mutual Funds - Aggresive
Model Portfolio
View Portfolio

Optimal Alpha
Model Portfolio
View Portfolio

BlueChip Focus
Model Portfolioy
View Portfolio

Accelerator 15
Model Portfolio
View Portfolio
Contact details

info@finsharpe.com

+91 9923411966
Spring Advisory >
Model Portfolios >
Multi Asset Diversified
Multi Asset Diversified
Model Portfolio by FinSharpe Investment Advisors
One portfolio built to last in all market conditions
Subscribe Now
333/month
Incl. GST

Volatility
Medium

Min. Investment
₹ 6,867

Return Period
3 months

Return Percentage
5.32%
Subscribe Now
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
Other services
See all

FinSharpe Mutual Funds - Aggresive
Model Portfolio
View Portfolio

Optimal Alpha
Model Portfolio
View Portfolio

BlueChip Focus
Model Portfolioy
View Portfolio

Accelerator 15
Model Portfolio
View Portfolio
Contact details

info@finsharpe.com

+91 9923411966