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  • AUM Size: 1 Million INR Asset Allocation:: Sr. No Asset Percentage Weighted Average Benchmark

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    GANESH JAIN
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    This document summarizes an asset allocation strategy for a mutual fund portfolio worth 1 million INR. The portfolio allocates 80% to equity markets, with 50% in domestic equities spread across large, mid, and small caps and 30% in foreign equities focused on the S&P 500. 10% is allocated to cryptocurrencies tracked by the CCI 30 index and 10% to overnight funds and derivatives. The strategy aims to harness diversification and deliver high returns by investing in growth stocks across sectors in both domestic and foreign markets as well as blockchain-based cryptocurrencies, while also safeguarding capital through positions in derivatives and overnight mutual funds. The risk level is rated very high.

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    This document summarizes an asset allocation strategy for a mutual fund portfolio worth 1 million INR. The portfolio allocates 80% to equity markets, with 50% in domestic equities spread across large, mid, and small caps and 30% in foreign equities focused on the S&P 500. 10% is allocated to cryptocurrencies tracked by the CCI 30 index and 10% to overnight funds and derivatives. The strategy aims to harness diversification and deliver high returns by investing in growth stocks across sectors in both domestic and foreign markets as well as blockchain-based cryptocurrencies, while also safeguarding capital through positions in derivatives and overnight mutual funds. The risk level is rated very high.

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    36 views1 page

    AUM Size: 1 Million INR Asset Allocation:: Sr. No Asset Percentage Weighted Average Benchmark

    Uploaded by

    GANESH JAIN
    This document summarizes an asset allocation strategy for a mutual fund portfolio worth 1 million INR. The portfolio allocates 80% to equity markets, with 50% in domestic equities spread across large, mid, and small caps and 30% in foreign equities focused on the S&P 500. 10% is allocated to cryptocurrencies tracked by the CCI 30 index and 10% to overnight funds and derivatives. The strategy aims to harness diversification and deliver high returns by investing in growth stocks across sectors in both domestic and foreign markets as well as blockchain-based cryptocurrencies, while also safeguarding capital through positions in derivatives and overnight mutual funds. The risk level is rated very high.

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    of 1

    AUM Size: 1 Million INR

    ● Asset Allocation:

    Sr. No Asset Percentage Weighted Average Benchmark


    1 Equity:- 80% -
    1a Domestic Equity Market 50% Nifty 500
    Large Cap* 40% -
    Mid Cap* 30% -
    Small Cap* 30% -
    1b Foreign Equity Market 30% S&P 500
    2 Cryptocurrency 10% CCI 30
    3 Overnight Fund/Derivatives 10% CRISIL Overnight Index
    *The percentage can be changed

    ● Our Strategy:

    Our strategy is to harness diversification and deliver high returns by investing majorly in Growth
    stocks across different sectors. We intend to find opportunities in the domestic and foreign equity
    market, and also in Blockchain based Cryptocurrency. While we intend to invest in high growth
    stocks, these opportunities are subject to fluctuation with respect to market volatility and
    economic downturn and hence we believe in safeguarding our capital by taking positions in the
    derivatives market :- Buying Nifty 50 Index PE or Gold MCX CE. The funds which would not be
    utilised in the derivatives market would be kept in safe and liquid overnight mutual funds.

    ● RiskOMeter:
    RISKOMETER

    Detail information about our fund: Here

    Subject: Security and Portfolio Management


    Submitted by Group 11 PGDM E-Business 2019-21
    Welingkar Institute of Management, Mumbai
    Group Member: - Chirag Jain (39); Sameer Bhuvad (36); Sakshat Lotankar (42); Ganesh Jain (40);
    Soumya Pandey (48); Harsha Bharuka (38); Chaitya Shah (46); Ayushi Derhgawen (37)

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