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EQUITY
MUTUAL FUND

MODEL PORTFOLIO

Mix Karo, Fix Karo!

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The Equity Mutual Fund Model Portfolio is a well-researched basket of curated funds based on quantitative analysis and ready-to-go portfolios for various investor risk profiles. These portfolios are created based on a ranking method through statistical data analysis of key ratios, and the bucketing of schemes which are based on risk and volatility of funds through the distribution method. Ideal portfolios are created with top ranking funds in each category. Our MF model portfolio has 4 baskets-low risk, medium risk, high risk, and Equity Linked Savings Scheme (ELSS) funds.

Fund Features

- Diversified asset allocation strategy to balance your risk vs return
- Risk and reward is relative to risk free return and market return

- Based on statistical and historical performance to ensure better returns
- To curate a portfolio best suited for your investment goals

- Based on your risk profile, choose the portfolio which suits you

- Returns are evenly distributed and are asymmetric
- Fund manager strike rate and historical performance taken into consideration to get more than what you expect
- Risk profiling to create a different type of portfolio
- Ranking, back testing, and accuracy testing of each scheme based on the past 10 years historical data for the highest accuracy level

Research flow for selecting the schemes for the basket

Key ratios considered in the mutual fund ranking process

Sharpe Ratio
The funds’ excess returns over the risk free rate
Sortino Ratio
Measures the risk-adjusted return Best suited for risk averse investors
Treynor Ratio
Determines reward to volatility
Jensen Ratio
Excess returns over the market returns

Types of Mutual Fund Model Portfolio

High Risk Mutual Fund Portfolio

Medium Risk Mutual Fund Portfolio

Low Risk Mutual Fund Portfolio

ELSS / Tax Saving Portfolio

Why choose Marwadi Financial Services?

Check your
mutual fund
ranking

Choose from our curated model portfolios

Rebalance
your current
portfolio
Get NAV
Projections 

(first in the industry)
Reach us at
0281-7174000 / 6192000
Email us at
inquiry@marwadionline.in 

FAQs

You have a ready-made well-researched basket of funds to invest in. This model portfolio is reviewed regularly by our research team. Investors are intimated for rebalancing their portfolio, if required. You can choose your basket as per your risk profile and investment horizon.

Our mutual fund research is conducted on all open ended equity categories of schemes.

Yes. Even if you are already a mutual fund investor, you can invest in our model portfolio. 

Yes. You can share your existing mutual fund portfolio. Our experts will provide their views based on inhouse research through our mutual fund optimiser tool. We suggest schemes that can continue to be held, sold, or switched to better schemes, along with recommendations. This helps rebalance your portfolio and optimize it.  

You can contact your nearest branch / your Relationship Manager (RM) or contact our customer care team to avail this service. 

Customer care no. - 0281-7174000/6192000

Email id -  inquiry@marwadionline.in

No. There are no charges involved to utilize our mutual fund optimizer tool. You can avail this service for free of cost. You can contact your nearest branch / your RM or contact our customer care team. 

The model portfolio has a risk analyzer tool that helps you know your risk appetite and suggests schemes accordingly. Click on the link below or contact your RM for more details.
https://frontoffice.marwadionline.com/

Skewness and kurtosis are risk management tools. Based on this analysis, mutual fund schemes can be categorized as high, medium or low risk portfolios.

No. There are no additional charges charged to investors under the mutual fund model portfolio. Open your account with Marwadi Financial Services and get started.  

Disclaimer:
Marwadi Shares and Finance Limited, (hereinafter referred to as “MSFL”) is regulated by the Securities and Exchange Board of India (“SEBI”) and is licensed to carry on the business of broking, depository services and related activities. The business of MSFL and its Associates are organized in business of – Securities, Commodities and Financial Markets. This Report has been prepared by Marwadi Shares and Finance Limited in the capacity of a Research Analyst having SEBI Registration No. INH000002186 and distributed as per SEBI (Research Analysts) Regulations 2014. All data is based on past performance which is subject to change based on market scenarios in future. ‘Investment in the securities market is subject to market risks, read all the related documents carefully before investing.’ | Disclaimer: https://bit.ly/2RK2tzc

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