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Returns: Retail investors seen to enter late when market is high and exit early therefore earning lower returns than market index or Fund returns. Typically, total weighted average returns ~ 6.6%
Smart Asset Allocation
|Equities+MF||40% (max 65%)||50% (max 75%)||60% (max 80%)|
|Weighted avg. returns||9 to 11%||10 to 12%||11 to 13%|
Risk/Drawdown substantially lower(~50%) than Nifty Index due to substantial investment in Liquid Funds
over 6.6% on your total portfolio of will add an extra .
*Investable Surplus: Saving available for long term investing. Total savings less money for emergencies (~ 6 months expenses) less what you certainly require within the next 3 years.