Target Investors for the All Weather Portfolio

• The Confused Beginner : No need to spend time in the markets, worry about risks or about
making a wrong choice
• Small- Cap Value Exposure : The investor wants to have an exposure to the frequently
outperforming stocks.
• Easy Customization : Our portfolio invests in a few different funds, making it easy to
customise and suit the investors' needs.
• To beat the Inflation: Currently the inflation is 5.3 percent , this fund will help in beating the
inflation by generating a minimum return of 8.35%.
• Better Returns than FD : Considering the interest rate of 6.5% which is generated by
indusind bank(maximum), our fund provides much higher returns.
• Less Volatile than nifty 50 : Our fund has a volatility of 4.57% as compared to that of Nifty 50
which is 17.53% over 10 years ranging from 2011 to 2021.
• Contingency Fund: By investing in funds that generate steady returns with less volatility, our
portfolio can fulfil long term investment goals set by the investors.
• Moderate Risk Taker : Any moderate risk taker can invest because the standard deviation of
our portfolio is only 4.57%. There is a quite heavy possibility for the investor to gain benefits
than losing the money.