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Simplify your mutual fund investing with our ready made baskets. Start your investment journey with expert curated portfolios designed for your financial goals.

Phone

+91 9405157743

Email

[email protected]

Organization

Sukhmal Mutual Fund Distributors Private Limited

Address

Office No 815, Office Tower, Homeland city Piplod, Surat

Investment Basket Details

Balanced Fund Basket

Seeks steady returns by investing in a mix of equity and debt instruments curated by experts.

Min. Investment

₹5,000

Min. SIP

₹5,000/month

Created

26 Aug 2024

Type

Mutual Fund Basket
Balanced Fund Basket
Description
Our Balanced Mutual Fund Basket is designed for investors who prioritize stability and lower risk over high returns. This basket includes a mix of funds that focus on debt instruments and balanced equity exposure to generate steady returns while minimizing risk. It is ideal for those who want to protect their capital while still earning moderate growth over time.

Funds in the Balanced Basket

HDFC Balanced Advantage Fund

This fund, with an allocation of 30%, provides a dynamic asset allocation between equity and debt, making it a great choice for conservative investors. The fund dynamically manages risk by adjusting equity exposure based on market conditions, offering both growth and stability.

WhiteOak Capital Large Cap Fund

The WhiteOak Capital Large Cap Fund, allocated at 20%, offers a bluechip equity exposure with an emphasis on stability and income generation. It captures moderate market growth while cushioning against volatility through its large cap companies.

Mahindra Manulife Multi Asset Fund

This fund, with an allocation of 25%, invests in a combination of equities, debt, and commodities. It is designed to balance risk by diversifying across asset classes, providing moderate growth opportunities while maintaining stability.

Aditya Birla Sun Life Medium Term Plan

The Aditya Birla Sun Life Medium Term Plan, with a 25% allocation, is a debt-focused fund that offers minimal equity exposure. Its primary goal is to generate steady, low-risk returns by investing in a broad range of bonds, making it a great option for conservative investors.

Asset Allocation

Fund Name Allocation
HDFC Balanced Advantage Fund 30%
WhiteOak Capital Large Cap Fund 20%
Mahindra Manulife Multi Asset Fund 25%
Aditya Birla Sun Life Medium Term Plan 25%

Equity and Debt Allocation

Overall Equity Allocation: 45.25%

Overall Debt Allocation: 52.25%

Performance (CAGR)

The average annualized return (CAGR) for this basket since inception is approximately 15.33%.

Years Since Inception

  • HDFC Balanced Advantage Fund: 23 years
  • WhiteOak Capital Large Cap Fund: 3 years
  • Mahindra Manulife Multi Asset Fund: 2 years
  • Aditya Birla Sun Life Medium Term Plan: 15 years

Is the Balanced Basket Right for You?

If you prefer low-risk investments with moderate returns and want to protect your capital, this basket could be the perfect fit. The recommended investment horizon is typically 3 to 5 years or more, providing stable growth without excessive market exposure.

Why Choose This Basket?

  • A balanced mix of equity and debt to minimize risk.
  • Focus on stability and capital protection.
  • Steady growth potential with minimal market volatility.

Invest in the Balanced Mutual Fund Basket for a reliable, low-risk strategy to grow your wealth steadily over time.

Portfolio Composition

This basket includes the following mutual fund schemes:

  • HDFC Balanced Advantage Regular Fund: Included in portfolio

  • Mahindra Manulife Multi Cap Regular Fund: Included in portfolio

  • Aditya Birla Sun Life Medium Term Plan: Included in portfolio

  • WHITEOAK CAPITAL LARGE CAP FUND REGULAR PLAN - GROWTH: Included in portfolio

Key Features

  • Professional Curation: Our expert team has carefully selected funds based on thorough research and analysis to create a balanced portfolio.

  • Diversification: The basket includes a mix of funds across different asset classes and sectors to reduce risk and enhance returns.

  • Active Rebalancing: The portfolio is regularly monitored and rebalanced to maintain optimal asset allocation and performance.

  • Flexible Investment Options: Choose between SIP (Systematic Investment Plan) or lump sum investment based on your preference and financial situation.

  • Transparent Management: All investments are managed with full transparency, and you can track your portfolio performance in real-time.

Investment Strategy

  • Risk Management: The basket is designed to balance risk and return based on your investment profile and financial goals.

  • Long-term Growth: Focused on long-term wealth creation through disciplined investment in quality mutual funds.

  • Regular Monitoring: Continuous monitoring of fund performance and market conditions to ensure optimal portfolio health.

  • Tax Efficiency: Portfolio construction considers tax implications to maximize after-tax returns for investors.

+2500

Mutual Funds

Available

+500

Active

Investors

+40

AMCs

Partnered

+20%

Average

CAGR