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Dynamic Asset Allocation

Untold strategies of millionaires. Ride the marker like a Pro

Amount Invested

27,00,000

Projected Wealth Gained

27,03,545

Projected Maturity Amount

54,03,545

Annualized Returns

8.79%

Investment Horizon

>3 Yr

Doubled Money

8 Yrs 3 Mo

Past Portfolio Performance

For a sum of Rs.1,00,000 invested for 5 Years

Assuming 30% tax bracket

3m
6m
1y
3y
5y
Where will your money be invested?
FundReturn
(ANNUALIZED 5Yr)
Amount
  • ANNUALISED RETURNS (5Yrs)

    12.55%

    Amount

    3,900

12.55%3,900
  • ANNUALISED RETURNS (5Yrs)

    NA

    Amount

    3,700

NA3,700
  • ANNUALISED RETURNS (5Yrs)

    13.81%

    Amount

    3,700

13.81%3,700
  • ANNUALISED RETURNS (5Yrs)

    NA

    Amount

    3,700

NA3,700
Amount to be Invested15,000

Where will your money be invested?

Balanced Equity

ICICI Prudential Balanced Advantage Fund Growth
  • ANNUALISED RETURNS (5Yrs)

    12.55%

    Amount

    3,900

Balanced Equity

Motilal Oswal Dynamic Fund - Regular Plan - Growth Option
  • ANNUALISED RETURNS (5Yrs)

    NA

    Amount

    3,700

Balanced Equity

Reliance Balanced Advantage Fund - Growth
  • ANNUALISED RETURNS (5Yrs)

    13.81%

    Amount

    3,700

Balanced Equity

SBI Dynamic Asset Allocation Regular Growth
  • ANNUALISED RETURNS (5Yrs)

    NA

    Amount

    3,700

Dynamic asset allocation

Buy more equity when markets are low and less equity when markets are high

Stable Returns

Less volatility of returns because of Debt

Zero Taxes

Tax free returns after 1 year

Dynamic asset allocation

Buy more equity when markets are low and less equity when markets are high

Stable Returns

Less volatility of returns because of Debt

Zero Taxes

Tax free returns after 1 year

Amount Invested

27,00,000

Projected Wealth Gained

27,03,545

Projected Maturity Amount

54,03,545