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Dynamic Asset Allocation

Untold strategies of millionaires. Ride the marker like a Pro

Amount Invested

57.19L

Projected Wealth Gained

46.43L

Projected Maturity Amount

1.04Cr

Annualized Returns

8.52%

Investment Horizon

>3 Yr

Doubled Money

8 Yrs 6 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
Fund Return
(ANNUALIZED 5Yr)
Amount
  • ANNUALISED RETURNS (5Yrs)

    10.81%

    Amount

    3,900

10.81%3,900
  • ANNUALISED RETURNS (5Yrs)

    NA

    Amount

    3,700

NA3,700
  • ANNUALISED RETURNS (5Yrs)

    11%

    Amount

    3,700

11%3,700
  • Balanced Equity

          undefined
    L&T Dynamic Equity Fund Growth

    ANNUALISED RETURNS (5Yrs)

    9.98%

    Amount

    3,700

9.98%3,700
Amount to be Invested15,000

Where will your money be invested

Balanced Equity

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

    10.81%

    Amount

    3,900

Balanced Equity

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

    NA

    Amount

    3,700

Balanced Equity

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

    11%

    Amount

    3,700

Balanced Equity

      undefined
L&T Dynamic Equity Fund Growth
  • Balanced Equity

          undefined
    L&T Dynamic Equity Fund Growth

    ANNUALISED RETURNS (5Yrs)

    9.98%

    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