HYBRID
Equicalm MFSIF Discretionary Portfolio
Risk-Aware Hybrid Investing for Long-Term Capital Appreciation
Strategy Approach
The objective of the Equicalm Portfolio is to generate capital appreciation in the long term by investing in Mutual Funds, Specialised Investment Funds, Exchange Traded Funds, REITS and InviTs.
How it Works
In line with the investment objective, the Equicalm Portfolio will be invested in Direct Plans of Mutual Funds and Specialised Investment Funds. Investments in REITs/InviTs will be considered on a tactical basis. Investments in Arbitrage or Debt Funds (upto 1 year maturity) will be considered for liquidity purposes. The benchmark for the Equicalm Portfolio is CRISIL Hybrid 50+50 Moderate Index.
Strategy Highlights
Risk Aware
Investment success is a function of not only of your investments but how you react when markets move against your expectations. A risk aware approach ensures that investors can navigate downturns and challenging market conditions..
All Weather MF & SIF Portfolio
MFs and SIFs provide a wide range of investment options. The Equicalm Portfolio takes advantage of all these choices and aims to create a risk aware portfolio that is genuinely all weather.
Dynamic Approach
The Equicalm Portfolio invests into Direct Plans of Mutual funds and SIFs. These funds are dynamically managed and the fund manager has broad flexibility in terms of the asset allocation at the fund level too.
Best Suited To
The Equicalm Portfolio suits investors seeking equity upside with managed downside risk. Ideal for retirees or retirement-focused investors and professionals with lower risk appetite.
