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Dynamic Asset Allocation

Untold strategies of millionaires. Ride the marker like a Pro

Amount Invested

57.19L

Projected Wealth Gained

33.35L

Projected Maturity Amount

90.53L

Annualized Returns

6.71%

Investment Horizon

>3 Yr

Doubled Money

10 Yrs 8 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)

    6.75%

    Amount

    7,500

6.75%7,500
  • ANNUALISED RETURNS (5Yrs)

    6.68%

    Amount

    7,500

6.68%7,500
Amount to be Invested15,000

Where will your money be invested

Balanced Equity

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

    6.75%

    Amount

    7,500

Balanced Equity

      undefined
DSP Dynamic Asset Allocation Fund Regular Growth
  • ANNUALISED RETURNS (5Yrs)

    6.68%

    Amount

    7,500

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