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Recommended Portfolio

Your Recommended Portfolio is as under:

  • Large Cap Funds: 65% (Actively managed equity funds that invest in the top 100 companies)
  • Mid Cap Funds: 15% (Actively managed equity funds that invest in top 101st to 250th company)
  • Small Cap Funds: 10% (Actively managed equity funds that invest in top 251st to 500th company)
  • Sectoral/Thematic Funds: 10% (Actively managed equity funds that invest in specific sectors or themes)

Indicative Returns of portfolio: 16% p.a. over 10 years

Detailed Analysis:

Your Recommended Portfolio Investment Style: Aggressive

Last 1 year returns: 20.9% p.a.
Investment Amount 100,000
Recommended Portfolio 120,900
Nifty 118,500

Last 3 year returns: 17.75% p.a.
Investment Amount 100,000
Recommended Portfolio 156,100
Nifty 145,700

Last 5 year returns: 16.2% p.a.
Investment Amount 100,000
Recommended Portfolio 211,800
Nifty 184,800

Past performance is based on back-tested data.

Get an expert review on your investments (Click here)

If you are an existing Mutual Fund Investor and would like for us to review your holdings, follow these steps:

1. Generate your Consolidated Account Statement (CAS) from this link 

2. You will receive the Consolidated Account Statement (CAS) by email.  Mail it to us at info@fincode.in. Send us your chosen password as well.

Fincode Advisory Services Private Limited is a SEBI Registered Portfolio Advisor.
 
Disclaimer: Mutual Fund Distribution services are offered through Amit Sahita Finance Pvt. ltd with AMFI Registration No: ARN  – 263238.
**Mutual fund investments are subject to market risks, read all scheme-related documents carefully.