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.
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
Select your age:
- Below 35 years
- 36-45 years
- 46-55 years
- Above 55 years
Current Phase: Strong RecoveryStrong recovery signifies an acceleration in the pace of economic growth. In this phase, the economy continues to grow but at a faster rate, often influenced by lower interest rates.
Recommended Asset Allocation
The doughnut chart below illustrates the ideal distribution of assets across a variety of classes, tailored specifically for your chosen age group
Correlation Analysis
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 |
Portfolio Reward - Risk Ratio (R:R)
The table illustrates the reward to risk ratio of each asset class
| Asset Class | Return | Risk | R:R |
Portfolio Risk - Return Characteristics
A graphical representation of the benefits of diversifying your portfolio in comparison with the characteristics of each asset type
Source: CMIE Economic Outlook, Bank for International Settlements (BIS), National Housing Bank (NHB), Reserve Bank of India (RBI), ACE MF, Yahoo Finance, 1 Finance Research