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Volatility
Low
Min. Investment
₹ 85,369
Return Period
1 month
Return Percentage
2.49%
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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
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Contact details
info@finsharpe.com
+91 9923411966
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