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    Model Portfolio

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    cjvinayan
    Angel provides 5 mutual fund model portfolios tailored to different risk appetites: - Super Aggressive portfolio is 100% equity and for very high risk tolerance investors seeking superior long term returns. - Aggressive portfolio is 80% equity and for high risk investors seeking high returns over 3+ years. - Balanced portfolio is 60% equity and aims to balance returns with capital protection over 3+ years. - Moderate portfolio is 40% equity and focuses on capital protection and moderate returns over 3+ years. - Conservative portfolio is 20% equity and targets high capital protection with moderate returns for risk averse investors over 3+ years.

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    Model Portfolio

    Uploaded by

    cjvinayan
    10 views1 page
    Angel provides 5 mutual fund model portfolios tailored to different risk appetites: - Super Aggressive portfolio is 100% equity and for very high risk tolerance investors seeking superior long term returns. - Aggressive portfolio is 80% equity and for high risk investors seeking high returns over 3+ years. - Balanced portfolio is 60% equity and aims to balance returns with capital protection over 3+ years. - Moderate portfolio is 40% equity and focuses on capital protection and moderate returns over 3+ years. - Conservative portfolio is 20% equity and targets high capital protection with moderate returns for risk averse investors over 3+ years.

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    Angel provides 5 mutual fund model portfolios tailored to different risk appetites: - Super Aggressive portfolio is 100% equity and for very high risk tolerance investors seeking superior long term returns. - Aggressive portfolio is 80% equity and for high risk investors seeking high returns over 3+ years. - Balanced portfolio is 60% equity and aims to balance returns with capital protection over 3+ years. - Moderate portfolio is 40% equity and focuses on capital protection and moderate returns over 3+ years. - Conservative portfolio is 20% equity and targets high capital protection with moderate returns for risk averse investors over 3+ years.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    10 views1 page

    Model Portfolio

    Uploaded by

    cjvinayan
    Angel provides 5 mutual fund model portfolios tailored to different risk appetites: - Super Aggressive portfolio is 100% equity and for very high risk tolerance investors seeking superior long term returns. - Aggressive portfolio is 80% equity and for high risk investors seeking high returns over 3+ years. - Balanced portfolio is 60% equity and aims to balance returns with capital protection over 3+ years. - Moderate portfolio is 40% equity and focuses on capital protection and moderate returns over 3+ years. - Conservative portfolio is 20% equity and targets high capital protection with moderate returns for risk averse investors over 3+ years.

    Copyright:

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    Angel - Mutual Fund Research & Advisory

    Five Unique MF Model Portfolios for Investors based on their Risk-Return Appetite

    Angel - MF Model Portfolio seeks to help investors achieve their financial goals
    Investment Planning
    Super Aggressive
    Risk Appetite : Very High Returns Expected: Superior Risk adjusted Returns : 3 Years & above Time Horizon 100% Equity
    Pure-Large Cap Large-Mid Cap Flexi Cap 40% 40% 20%

    Investor Profile

    M F Portfolio Composition

    Objective of Model Portfolio


    Profile the investor by understanding his, Investment Objective Priorities & financial goals Investment horizon & Risk tolerance Provide Optimal Asset Allocation Position right MF portfolio to investors. Enable investors to achieve their Financial Goals

    Aggressive Risk Appetite : High Returns Expected: High Risk adjusted Returns
    Time Horizon

    : 3 Years & above

    80% Equity 20% Debt Equity Diversified 50% Balanced 30% Index 10% MIP 10% 60% Equity 40% Debt Equity Diversified 30% Balanced 30% Index 10% MIP 20% Income 10%

    Balanced Risk Appetite : Moderate Returns Expected: Capital Protection & Balanced returns Time Horizon : 3 Years & above

    Balancing Various Parameters


    Moderate Risk Appetite : Low to Moderate Returns Expected: Capital Protection & Moderate returns Time Horizon : 3 Years & above 40% Equity - 60% Debt Equity Diversified 10% Balanced 20% MIP 30% Income & Gilt 20% Floating Rate & Short Term Debt 20% 20% Equity 80% Debt Equity Diversified 10% Balanced 10% MIP 30% Income & Gilt 30% Floating Rate & Short Term Debt 20%

    Parameters
    Financial Goals Investment Time Horizon Need for Liquidity Safety / Risk tolerance Inflation Protection Principle Protection Conservative Risk Appetite : Risk Averse Returns Expected: High Capital Protection & Moderate returns Time Horizon : 3 Years & above

    For Model Portfolio Recommendation


    Contact (022) 42303600 -753/754
    WWW.angelmf.com
    MF@angeltrade.com

    Disclaimer: -Angel Capital & Debt Market Ltd is not responsible for any error or inaccuracy or any losses suffered on account of information contained in this report. Mutual Fund is subjected to market risk. Please go through offer document before investing. For Private Circulation Only

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