GoalFi
A multi-asset portfolio blending large-cap equity, debt, and gold to achieve steady returns.
Balanced - Multi Asset Large Cap Model is designed for investors seeking stability, steady growth, and diversification across multiple asset classes. By combining Large-Cap Equity, Debt, and Gold, this strategy ensures a balanced risk-return profile, making it ideal for long-term investors looking for consistency in market cycles.
📌 Asset Allocation Strategy
✔ Large Cap Equity (Nifty 100, Quality + Low Volatility): Provides exposure to financially strong, well-established companies with stable returns.
✔ Debt : Enhances stability through fixed-income exposure with low equity correlation.
✔ Gold (Gold Bees): Acts as an inflation hedge, offering diversification benefits.
📌 Strategic Allocation & Risk Management
✔ Quarterly rebalancing ensures optimal asset distribution while minimizing churn.
✔ Fully invested at all times, with dynamic allocation across equities, debt, and gold.
✔ Reduces equity volatility through quality stock selection and non-equity diversification.
📌 Investment Horizon & Risks
✅ Best for 3+ years, offering balanced growth with lower volatility.
⚠ Market Risk: Exposed to fluctuations across equity, debt, and gold.
⚠ Asset Allocation Risk: May underperform in extreme conditions.
⚠ Interest Rate Risk: Rising rates may impact bond valuations.
⚠ Gold Volatility Risk: Subject to macroeconomic shifts.
Note : Will be aligned to the strategy by 30th June 2025.
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