Advanced Hybrid Portfolio: Smart, Balanced, Goal-Oriented Investing.
Introduction to Advanced Hybrid Portfolio
Why choose between equity and debt when you can have the best of both? Moreover, our Advanced Hybrid Portfolios are designed to deliver the perfect balance of growth and stability. By intelligently blending equity, debt, and optional gold exposure, we help you pursue higher risk-adjusted returns while managing market volatility.
Additionally, this approach ensures your portfolio evolves according to market conditions and personal financial goals.
What Makes It Advanced Hybrid Portfolio
1. Customized Asset Allocation
Each portfolio is tailored to your risk profile, goals, and investment horizon. Unlike generic solutions, we ensure a personalized strategy.
2. Dynamic Equity Exposure
Therefore, equity allocation is adjusted based on your risk appetite and market conditions.
3. Debt Stability
Debt instruments provide steady returns and cushion against market swings.
4. Optional Gold Component
Gold adds diversification and acts as a hedge against inflation and currency fluctuations.
5. Active Rebalancing
Furthermore, portfolios are monitored and rebalanced regularly, not just annually, to stay aligned with market trends.
Who Should Consider Advanced Hybrid Portfolio
- Investors seeking better risk-adjusted returns than traditional savings or FDs.
- Those who want moderate equity exposure without full market risk.
- Individuals planning for medium- to long-term goals like children’s education, marriage, or wealth accumulation.
Related pages: SIP, Lumpsum, Financial Goals
Back-Tested Illustrative Example
| Type | Equity Allocation | Equity Risk % on 40% Crash | Max Drawdown (Mar’20) | Back-Tested CAGR % | Illustration Corpus Value of ₹10 Lakh after 10 Years |
|---|---|---|---|---|---|
| WealthRise Edge High-risk, high-return hybrid portfolio with dynamic equity allocation. | 25%-98% Equity exposure range | 10–40% | 13% | 13% Back-tested CAGR over 10 years, illustrative only | ₹33,94,567 |
| WealthRise Balance Balanced hybrid portfolio with moderate equity exposure. | 15%-98% Equity exposure range | 6–40% | 12% | 12% Back-tested CAGR over 10 years, illustrative only | ₹31,05,848 |
| WealthRise Core Low-risk hybrid portfolio with minimal equity exposure. | 0%-98% Equity exposure range | 0–40% | 11% | 11% Back-tested CAGR over 10 years, illustrative only | ₹28,39,421 |
| TryEdge Hybrid Moderate hybrid portfolio designed to maximize risk-adjusted returns. | 33% Equity exposure | 13% | 9% | 12% Back-tested CAGR over 10 years, illustrative only | ₹31,05,848 |
| Steady25 Hybrid Low-to-moderate risk portfolio with steady growth focus. | 25% Equity exposure | 10% | 7% | 10.83% Back-tested CAGR over 10 years, illustrative only | ₹27,96,233 |
Illustrative only. Past performance is not indicative of future returns. Mutual fund investments are market-linked and principal is not guaranteed.
Why Choose Our Advanced Hybrid Portfolio
- Personalized: Designed around your goals, tax situation, and risk appetite.
- Balanced: Combines the growth potential of equities with the stability of debt.
- Expert-Managed: Leveraging 20+ years of market experience to navigate risks.
- Convenient: Set up a SIP or invest Lumpsum and watch your portfolio evolve with minimal effort.
- Credible Source: We use official industry data and references from AMFI – Association of Mutual Funds in India for informed decisions.
Closing Note
With Advanced Hybrid Portfolios, you don’t have to compromise between growth and safety. Start investing today and let your money work intelligently toward your long-term financial goals.
Disclaimer
The portfolios shown are illustrative examples only and do not represent actual mutual fund schemes. Past performance is not indicative of future returns. Mutual Fund investments are market-linked and principal is not guaranteed. The value of investments may rise or fall depending on market conditions. Please read the scheme information document carefully and consult a mutual fund distributor before investing.
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