Mutul Fund Portfolio – Five Capital

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Customized Risk Adjusted Mutual Fund portfolios based on Client’s Risk Profile:

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What Do We Offer

Aggressive Mutual Fund Portfolio:

This is a multi-asset mutual fund portfolio suitable for the investors with aggressive risk profile who are willing to accept significant risks to maximize potential returns over the long term and are ok to loose capital due to market fluctuations. It contains major allocation to equities and equity related schemes and very minimal allocation to debt funds The allocations are reviewed monthly/quarterly or when the market goes through a major change.

Moderately Aggressive Mutual Fund Portfolio

This is a multi-asset mutual fund portfolio suitable for the investors with Moderately Aggressive risk profile and are willing to accept high risk in order to high returns over the medium to long term. It contains high allocation to equities and equity related schemes. The allocations are reviewed monthly/quarterly or when the market goes through a major change.

Balanced Mutual Fund Portfolio

This is a multi-asset mutual fund portfolio suitable for the investors with balanced risk profile who are keen to accept balance risk in order to get moderate returns over the medium to long term. It contains balanced allocation to equities and debt related schemes. The allocations are reviewed monthly/quarterly or when the market goes through a major change.

Moderately Conservative Mutual Fund Portfolio

This is a multi-asset mutual fund portfolio suitable for the investors with Moderately Conservative risk profile are willing to accept some risks in order to get some potential returns over the medium to long term. It contains lower allocation to equities and higher allocation to debt related schemes. The allocations are reviewed monthly/quarterly or when the market goes through a major change.

Conservative Mutual Fund Portfolio

This is a multi-asset mutual fund portfolio suitable for the investors with conservative risk profile. Investor’s top priority is safety of capital and he/she is willing to accept minimal risks and hence, receive minimum or low returns. It contains high allocation to debt and debt related schemes. The allocations are reviewed monthly/quarterly or when the market goes through a major change.