Spring Advisory > Model Portfolios > FinSharpe Mutual Funds - Balanced
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FinSharpe Investment Advisors
Principal Advisor: Rohan Borawake
SEBI RIA Reg No: INA000018489
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FinSharpe Mutual Funds - Aggresive
Model Portfolio
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Optimal Alpha
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BlueChip Focus
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Accelerator 15
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info@finsharpe.com

+91 9923411966
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FinSharpe Mutual Funds - Balanced
FinSharpe Mutual Funds - Balanced
Model Portfolio by FinSharpe Investment Advisors
Get a detailed financial plan with actionable on investment, tax planning, insurance, goal planning, loans, retirement planning and more.
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1,000/month
Incl. GST

Volatility
Low

Min. Investment
₹ 85,369

Return Period
1 month

Return Percentage
2.49%
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1,000/month
Incl. GST

About this portfolio
Risk Profiling: Understanding your ‘Risk Profile’. This measures the level of risk you are able to bear on your investments.Goal based planning: Helping you to set realistic short/long term goals. Goals can be your dream home purchase, child higher education/marriage, or even a world tour.Second opinion: Identifying your existing investments, insurance policies. Have a review and give ‘Second Opinion’ on them.

Stocks & Weights
Stocks
17

Rebalance Frequency
Quarterly

Last Rebalance
April 2, 2024

Next Rebalance
Jul 2, 2024

Market Cap Distribution
Large Cap
83.42%
Mid Cap
6.58%
Small Cap
10%

Live Performance vs Equity Large & Mid Cap
Other services
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FinSharpe Mutual Funds - Aggresive
Model Portfolio
View Portfolio

Optimal Alpha
Model Portfolio
View Portfolio

BlueChip Focus
Model Portfolioy
View Portfolio

Accelerator 15
Model Portfolio
View Portfolio
Contact details

info@finsharpe.com

+91 9923411966