Balanced - Multi Asset Large Cap Model

GoalFi

A multi-asset portfolio blending large-cap equity, debt, and gold to achieve steady returns.

A multi-asset portfolio blending large-cap equity, debt, and gold to achieve steady returns.

Minimum Investment Amount
₹ 29,117

1Y CAGR

27.15%

About the smallcase

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.

Methodology

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About the Manager

Windmill Capital

At the glance

Rebalance Frequency
Quarterly
Last Rebalance
Jan. 22, 2025
Next Rebalance
March 1, 2025
Check latest rebalance updates issued by the manager
View Rebalance Timeline
Large Cap
10%
Mid Cap
25%
Small Cap
65%
Minimum Investment Amount
₹ 29,117
Get access for ₹2832/3m
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