ASSET COMPOSITION

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Asset Composition

Studies have enormously stressed that returns from a portfolio are guided and obtained through proper composition. Assets mainly include Equities, Debt, Real estate and Bullion.

Not only this, the assets should also determine if any geographical diversification needed.

The composition should consider the nature of various constituents and the opportunities they provide.

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The design of the portfolio with various asset classes need not be static. Periodic assessments are needed and necessary rebalancing needs to be done based on Individual’s risk profiling , their life schedules and the performances of various assets in the portfolio.

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor – ARN-53165 | Current validity of ARN – 01 July 2025

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Asset Composition