Asset Allocator focuses on the current phase of the Indian economy and selected age group. Actual allocation should consider additional factors like financial behaviour, profession, and goals.
Asset Allocator
Asset Allocator
A tool that tailors your investment strategy to your age and India's current economic phase, optimising your portfolio for growth and stability
Transitory slowdown signifies a reduction in the pace of economic growth. In this phase, the economy continues to grow but at a slower rate, often influenced by higher interest rates.The doughnut chart below illustrates the ideal distribution of assets across a variety of classes, tailored specifically for your chosen age group
Percentages may not total 100% due to rounding.
Asset Allocator focuses on the current phase of the Indian economy and selected age group. Actual allocation should consider additional factors like financial behaviour, profession, and goals.
The table displays the linear relationship between two asset classes which will help you optimise returns and minimise risks
| Correlation | Equity | Real Estate | Passive Income Assets | Debt | Alternative Investments |
|---|
The table illustrates the reward to risk ratio of each asset class
| Asset Class | Return | Risk | R:R |
A graphical representation of the benefits of diversifying your portfolio in comparison with the characteristics of each asset type
Source: CMIE Economic Outlook, ACE MF, 1 Finance Housing Total Return Index, Nifty Indices, Bank for International Settlements (BIS), National Housing Bank (NHB), Yahoo Finance, 1 Finance Research
