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  • Aggressive Equity Model Portfolio Oct 16

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    sandeepshenoy
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    This document provides the returns over various time periods for an aggressive equity portfolio consisting of large cap, flexi cap, mid cap, theme, and sector funds. The portfolio returned 7.28% over 3 months, 18.1% over 6 months, 12.54% over 1 year, 28.77% over 3 years, and 19.3% over 5 years, outperforming the CNX Nifty index benchmark. An aggressive investor is defined as someone aged 20-40, with high income and surplus, or liabilities less than 25% of assets.

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    Aggressive Equity Model Portfolio Oct 16

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    This document provides the returns over various time periods for an aggressive equity portfolio consisting of large cap, flexi cap, mid cap, theme, and sector funds. The portfolio returned 7.28% over 3 months, 18.1% over 6 months, 12.54% over 1 year, 28.77% over 3 years, and 19.3% over 5 years, outperforming the CNX Nifty index benchmark. An aggressive investor is defined as someone aged 20-40, with high income and surplus, or liabilities less than 25% of assets.

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    © All Rights Reserved
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    10 Ansichten1 Seite

    Aggressive Equity Model Portfolio Oct 16

    Hochgeladen von

    sandeepshenoy
    This document provides the returns over various time periods for an aggressive equity portfolio consisting of large cap, flexi cap, mid cap, theme, and sector funds. The portfolio returned 7.28% over 3 months, 18.1% over 6 months, 12.54% over 1 year, 28.77% over 3 years, and 19.3% over 5 years, outperforming the CNX Nifty index benchmark. An aggressive investor is defined as someone aged 20-40, with high income and surplus, or liabilities less than 25% of assets.

    Copyright:

    © All Rights Reserved
    Als PDF, TXT herunterladen oder online auf Scribd lesen
    Markieren Sie unangemessene Inhalte
    von 1

    Aggressive Equity Portfolio Returns % as on 29.09.

    2016
    3 6 3 5
    Fund Name Category Allocation 1 Year
    month Month Year Year
    BNP PARIBAS EQUITY FUND LARGE CAP 15% 3.52 12.51 7.32 20.17 16.58
    ICICI PRU FOCUSED BLUCHIP FUND LARGE CAP 15% 6.61 18.02 13.43 19.54 15.67
    FRNAKLIN INIDA PRIMA PLUS FUND FLEXI CAP 20% 4.49 13.46 11.38 26.21 18.15
    HDFC MIDCAP OPPORTUNITIES FUND MID CAP 15% 12.50 25.90 20.61 38.60 24.09
    KOTAK EMERGING EQUITY FUND MID CAP 15% 9.01 26.83 20.72 42.49 24.49
    CANARA ROBECO INFRASTRUCTURE
    THEME 10% 8.06 17.69 14.76 28.67 13.97
    FUND
    RELIANCE PHARMA FUND SECTOR 10% 8.27 11.45 -5.29 25.44 21.48
    PORTFOLIO RETURNS PORTFOLIO 100% 7.28 18.10 12.54 28.77 19.30
    BENCHMARK – CNX NIFTY INDEX 4.72 13.09 9.51 13.74 11.35

    An Aggressive investor is one who satisfies any one of the following criteria:

    I. Age between 20 and 40

    II. High income and High investible surplus

    III. Liabilities less than 25% of assets

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