Looking at the current macro-economic market conditions, we have constructed a rock-solid Model Portfolio for our esteemed HNI clients.

Overview:

• The Model Portfolio consists of 6 thoroughly researched funds mainly in the Large & Mid cap categories with Overall exposure of 73% in Large cap, 20% in Mid cap and 7% in Small cap stocks (basis July ‘22 portfolio holdings).
• The Model Portfolio has been built keeping in mind that there is minimum Positional Overlap (i.e. minimum Common Stock Holdings) between these 6 chosen funds, thus giving you a highly diversified portfolio of over 180 stocks across 25+ sectors including appx 5% in Foreign Equities, all in just 6 funds.

Performance & Risk:

• This Model Portfolio has been Back-tested intensively along with testing under various Stress scenarios, such as the current Inflationary conditions, Russia Ukraine war, Lockdown (details below), and the results have been encouraging.
• Not only has the Model Portfolio outperformed the Benchmark Returns (Nifty TRI) in all of these scenarios by a significant margin (24.13% CAGR for the period Aug 2019 – Aug 2022), but the Risk taken (Risk as a measure of Volatility/Std Deviation) to deliver the said Returns has been substantially lower than that of the Benchmark Index.

Appended herewith are the 3-Year Performance, Risk, Stress-Testing, Mkt Cap Allocation, Sectoral Allocation, and other details for your kind perusal, as under.

If you would like to invest in this “Higher-Return, Lower-Risk” Portfolio, (or for further details regarding the Model Portfolio), please reach out to us over email or phone call, and we’ll be happy to initiate the same for you immediately.

Overall Performance