Description

<div class="container">Our Aggressive Mutual Fund Basket is tailored for investors with a high risk tolerance who are aiming to maximize their returns over the long term. This basket includes funds that target substantial capital appreciation, focusing on equities with the potential for high growth. While this approach may involve more market volatility, it is designed to help you achieve significant returns over time. <h2>Funds in the Aggressive Basket</h2> <div class="fund"> <p class="fund-title">HDFC Balanced Advantage Fund</p> <p>This fund, allocated at <strong>30%</strong>, offers a dynamic asset allocation strategy, balancing between equity and debt instruments. It aims to manage risk by adjusting exposure based on market conditions, making it suitable for aggressive investors seeking to capitalize on market growth while moderating some risks.</p> </div> <div class="fund"> <p class="fund-title">Parag Parikh Flexi Cap Fund</p> <p>The Parag Parikh Flexi Cap Fund, weighted at <strong>25%</strong>, provides diversified exposure across large-cap, mid-cap, and small-cap stocks. Its flexibility to invest across market capitalizations makes it a great choice for aggressive investors aiming for high returns while diversifying their equity exposure.</p> </div> <div class="fund"> <p class="fund-title">Motilal Oswal Large and Midcap Fund</p> <p>This fund, allocated at <strong>25%</strong>, focuses on a mix of large-cap and mid-cap stocks, providing a balanced approach to capture growth across different market segments. It seeks to offer substantial capital appreciation by investing in well-researched stocks with strong growth potential.</p> </div> <div class="fund"> <p class="fund-title">Invesco India Small Cap Fund</p> <p>The Invesco India Small Cap Fund, with a <strong>20%</strong> allocation, specializes in small-cap companies, offering investors exposure to high-growth businesses in their early stages. While small-cap stocks can be more volatile, they also have the potential for significant returns, making this fund suitable for risk-taking investors.</p> </div> <h2>Asset Allocation</h2> <table> <tbody> <tr> <th>Fund Name</th> <th>Allocation</th> </tr> <tr> <td>HDFC Balanced Advantage Fund</td> <td>30%</td> </tr> <tr> <td>Parag Parikh Flexi Cap Fund</td> <td>25%</td> </tr> <tr> <td>Motilal Oswal Large and Midcap Fund</td> <td>25%</td> </tr> <tr> <td>Invesco India Small Cap Fund</td> <td>20%</td> </tr> </tbody> </table> <h2>Equity and Debt Allocation</h2> <p><strong>Overall Equity Allocation:</strong> 85%</p> <p><strong>Overall Debt Allocation:</strong> 15%</p> <h2>Performance (CAGR)</h2> <p>The average annualized return (CAGR) for this basket since inception is approximately <strong>17.84%</strong>.</p> <h2>Years Since Inception</h2> <ul> <li>HDFC Balanced Advantage Fund: 23 years</li> <li>Parag Parikh Flexi Cap Fund: 9 years</li> <li>Motilal Oswal Large and Midcap Fund: 11 years</li> <li>Invesco India Small Cap Fund: 6 years</li> </ul> <h2>Is the Aggressive Basket Right for You?</h2> <p>If you have a high-risk appetite, a long investment horizon, and are prepared for short-term market fluctuations, this basket could be an excellent fit. It&rsquo;s designed for investors who are not risk-averse and are seeking potentially higher returns through equity-heavy investments. The recommended investment horizon for the Aggressive Mutual Fund Basket is typically 5 to 10 years or more, as equity markets can be volatile in the short term but tend to offer substantial growth over the long term.</p> <h2>Why Choose This Basket?</h2> <ul> <li>Exposure to high-growth small-cap and flexi-cap funds.</li> <li>A dynamic asset allocation approach to balance risk and return.</li> <li>Diversification across different sectors and market capitalizations.</li> </ul> <p>By investing in this basket, you can potentially achieve higher returns, but it's important to understand the risks involved and be prepared for market volatility.</p> </div>

Portfolio Composition

This basket includes the following mutual fund schemes:

• HDFC Balanced Advantage Regular Fund: Included in portfolio

• Parag Parikh Flexi Cap Regular Fund: Included in portfolio

• Motilal Oswal Large and Midcap Regular Fund: Included in portfolio

• Invesco India Small Cap Regular Fund: Included in portfolio

Key Features

• Professional Curation: Our expert team has carefully selected funds based on thorough research and analysis to create a balanced portfolio.

• Diversification: The basket includes a mix of funds across different asset classes and sectors to reduce risk and enhance returns.

• Active Rebalancing: The portfolio is regularly monitored and rebalanced to maintain optimal asset allocation and performance.

• Flexible Investment Options: Choose between SIP (Systematic Investment Plan) or lump sum investment based on your preference and financial situation.

• Transparent Management: All investments are managed with full transparency, and you can track your portfolio performance in real-time.

Investment Strategy

• Risk Management: The basket is designed to balance risk and return based on your investment profile and financial goals.

• Long-term Growth: Focused on long-term wealth creation through disciplined investment in quality mutual funds.

• Regular Monitoring: Continuous monitoring of fund performance and market conditions to ensure optimal portfolio health.

• Tax Efficiency: Portfolio construction considers tax implications to maximize after-tax returns for investors.