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Simplify your mutual fund investing with our ready made baskets. Start your investment journey with expert curated portfolios designed for your financial goals.

Phone

+91 9405157743

Organization

Sukhmal Mutual Fund Distributors Private Limited

Address

Office No 815, Office Tower, Homeland city Piplod, Surat

Investment Basket Details

Ultra Aggressive

Targets maximum capital appreciation by investing in high-growth, high-potential companies and sectors, curated for investors with a very high risk appetite.

Min. Investment

₹25,000

Min. SIP

₹5,000/month

Created

23 Apr 2026

Type

Mutual Fund Basket
Ultra Aggressive
Description

Our Ultra Aggressive Mutual Fund Basket is designed for investors seeking maximum capital appreciation through high-conviction exposure to India’s structural growth sectors. With a 100% equity allocation, this basket focuses on infrastructure, manufacturing, and PSU opportunities that are expected to benefit from long-term economic expansion.

This strategy carries high volatility and is best suited for investors with a strong risk appetite and a long-term investment horizon.

Funds in the Ultra Aggressive Basket

ICICI Prudential Retirement Fund – Pure Equity Plan

Allocated at 27%, this fund forms the core of the portfolio with a disciplined long-term equity strategy. It focuses on fundamentally strong companies to drive consistent wealth creation over time.

Bank of India Manufacturing and Infrastructure Fund

With a 30% allocation, this fund captures India’s manufacturing and capex growth story. It invests in companies expected to benefit from industrial expansion, policy support, and infrastructure development.

Aditya Birla Sun Life PSU Equity Fund

This fund, allocated at 17%, focuses on public sector enterprises with improving fundamentals and potential for valuation re-rating, offering cyclical upside with higher volatility.

ICICI Prudential Infrastructure Fund

With a 26% allocation, this fund provides targeted exposure to infrastructure-related sectors such as capital goods, construction, energy, and logistics—key drivers of India’s long-term growth.

Asset Allocation

Fund Name Allocation
ICICI Prudential Retirement Fund Pure Equity Plan 27%
Bank of India Manufacturing and Infrastructure Fund 30%
Aditya Birla Sun Life PSU Equity Fund 17%
ICICI Prudential Infrastructure Fund 26%

Portfolio Positioning

Equity Allocation: ~100%

Debt Allocation: 0%

Performance Potential

This portfolio is positioned to outperform during strong economic and capex cycles, particularly when infrastructure, manufacturing, and PSU sectors are in focus. However, returns can be volatile and cyclical in nature.

Ideal Investment Horizon

A minimum investment horizon of 7 to 10+ years is recommended to fully benefit from long-term growth trends and sectoral cycles.

Is This Basket Right for You?

  • Very high risk tolerance
  • Comfortable with market volatility and drawdowns
  • Long-term investment mindset
  • Seeking aggressive, high-growth opportunities

Why Choose This Basket?

  • High-conviction exposure to India’s growth sectors
  • Focused allocation towards infrastructure and manufacturing themes
  • Potential to benefit from PSU re-rating cycles
  • Designed for long-term capital appreciation
Portfolio Composition

This basket includes the following mutual fund schemes:

  • ICICI PRUDENTIAL RETIREMENT FUND PURE EQUITY PLAN GROWTH: Included in portfolio

  • BANK OF INDIA MANUFACTURING AND INFRASTRUCTURE FUND - REGULAR - GROWTH: Included in portfolio

  • ADITYA BIRLA SUN LIFE PSU EQUITY FUND NORMAL-GROWTH: Included in portfolio

  • ICICI PRUDENTIAL INFRASTRUCTURE FUND - GROWTH: 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.

+2500

Mutual Funds

Available

+500

Active

Investors

+40

AMCs

Partnered

+20%

Average

CAGR