Balanced - Multi Asset Large Cap Model is designed for investors seeking stability, steady growth, and diversification across multiple asset classes. By combining Large-Cap Equity, Debt, and Gold, this strategy ensures a balanced risk-return profile, making it ideal for long-term investors looking for consistency in market cycles.

📌 Asset Allocation Strategy

✔ Large Cap Equity (Nifty 100, Quality + Low Volatility): Provides exposure to financially strong, well-established companies with stable returns.

✔ Debt : Enhances stability through fixed-income exposure with low equity correlation.

✔ Gold (Gold Bees): Acts as an inflation hedge, offering diversification benefits.

📌 Strategic Allocation & Risk Management

✔ Quarterly rebalancing ensures optimal asset distribution while minimizing churn.

✔ Fully invested at all times, with dynamic allocation across equities, debt, and gold.

✔ Reduces equity volatility through quality stock selection and non-equity diversification.

📌 Investment Horizon & Risks

✅ Best for 3+ years, offering balanced growth with lower volatility.

⚠ Market Risk: Exposed to fluctuations across equity, debt, and gold.

⚠ Asset Allocation Risk: May underperform in extreme conditions.

⚠ Interest Rate Risk: Rising rates may impact bond valuations.

⚠ Gold Volatility Risk: Subject to macroeconomic shifts.

Note : Will be aligned to the strategy by 30th June 2025.