Conservative Fund Basket
Seeks capital preservation with low-risk debt investments carefully selected by experts.
Min. Investment
₹5,000
Min. SIP
₹5,000/month
Created
26 Aug 2024
Type
Mutual Fund Basket
Description
<div class="container">Our Conservative Mutual Fund Basket is designed for investors with a lower risk tolerance, seeking stable returns with minimal volatility. This basket includes funds focused on fixed-income securities and high-quality debt instruments, making it a suitable option for those looking for capital preservation while still earning returns.
Portfolio Composition
This basket includes the following mutual fund schemes:
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Nippon India Corporate Bond Fund: Included in portfolio
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Quantum Dynamic Bond Regular Fund: Included in portfolio
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Aditya Birla Sun Life Medium Term Plan: Included in portfolio
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Aditya Birla Sun Life Government Securities Fund: Included in portfolio
Key Features
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Professional Curation: Our expert team has carefully selected funds based on thorough research and analysis to create a balanced portfolio.
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Diversification: The basket includes a mix of funds across different asset classes and sectors to reduce risk and enhance returns.
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Active Rebalancing: The portfolio is regularly monitored and rebalanced to maintain optimal asset allocation and performance.
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Flexible Investment Options: Choose between SIP (Systematic Investment Plan) or lump sum investment based on your preference and financial situation.
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Transparent Management: All investments are managed with full transparency, and you can track your portfolio performance in real-time.
Investment Strategy
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Risk Management: The basket is designed to balance risk and return based on your investment profile and financial goals.
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Long-term Growth: Focused on long-term wealth creation through disciplined investment in quality mutual funds.
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Regular Monitoring: Continuous monitoring of fund performance and market conditions to ensure optimal portfolio health.
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Tax Efficiency: Portfolio construction considers tax implications to maximize after-tax returns for investors.
Mutual Funds
Available
Active
Investors
AMCs
Partnered
Average
CAGR