GoalFi Balanced Multi Asset Large Cap Model

GoalFi 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.