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Model Portfolios

Model Portfolios

For those who just need a little bit of help, we have designed portfolios to suit each and every investors risk and return needs.

These model portfolios are composed of mutual funds allocating between debt, equity, gold and arbitrage funds in Yottol’s best rated mutual funds in each category.

Cash Plus Cautious Balanced Aggressive Super-Aggressive Tax Benefit

Potential value of Rs. 100 in 10 years

This is how much you can expect from your investment in 10 years provided you stay the course.

 Rs.180 Rs.200 Rs.250 Rs.325 Rs.400 Rs.400

Minimum time frame for investment

Investment results are hugely dependent on the time frame of investment. The riskier the asset, the longer the time frame required to reap full return benefits.

 0.5 years 1 years 3.5 years 7 years 10 years 10 years

Potential loss in any given year

A loss of investment value could occur in any of the year within your time period. This loss is proportional to the risk of an investment as below.

 0.5% 1% 3% 5% 7% 7%

Risk or Standard Deviation

Potential variability in investment value is called Risk or Standard Deviation.

 0.5% 1% 3.5% 10% 18% 18%

Expected Annual Return

The average annual return you can expect if investments are kept invested for designated time period.

 6.5% 8% 10% 12.5% 15% 15%

Exit Load Period

Time period when investments if redeemed incurs an exit load.

 90 days 90 days 90 days 1 year 1 year 3 years

Allocation

Indicates what asset classes the portfolio invests in.

 50% Overnight, 50% Liquid 35% Overnight, 35% Liquid, 30% Large Cap 25% Overnight, 25% Liquid, 50% Large Cap 15% Overnight, 15% Liquid, 70% Large Cap 70% Large Cap, 30% Mid and Small Cap 100% Large Cap ELSS

SIP Calculator

Select profile
SIP per month amount
Rs.
1,000
Total number of installments
6
Total cost of Investment
Rs.6,000
Expected Future Value at end of term
Rs.6,079

LumSum Investment Calculator

Select profile
Investment amount
Rs.
10,000
Number of Years
1
yrs
Expected Future Value at end of term
Rs.10,650