Portfolio Allocator

PET (Performance Expectation Trade-off) Report

Investment Amount:
Investment Horizon Expected Returns (LS) Growth in Fundamentals Return On Equity Portfolio Allocation % Portfolio Allocation Amt. View Factsheet
NS Large Cap
13.39% 20.00% 20.10%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS Mid and Small Cap
13.33% 30.70% 17.70%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS 5T x 5T
13.85% 30.20% 19.00%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS Multi Cap
14.71% 20.80% 15.70%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS Fusion Opportunity
20.00% N/A N/A
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
Hedge Strategy
(Hedge: 0-100%)
9.00% N/A N/A
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS MF Equity Readymade Basket
14.00% N/A N/A
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS MF Debt Readymade Basket
7.60% N/A N/A
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS MF Debt Customized Basket
N/A N/A N/A
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
Total 8.47% 100.00%
Investment Horizon Expected Returns (LS) Growth in Fundamentals Return On Equity Portfolio Allocation % Portfolio Allocation Amt. View Factsheet
NS Large Cap
13.39% 20.00% 20.10%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS Mid and Small Cap
13.33% 30.70% 17.70%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS 5T x 5T
13.85% 30.20% 19.00%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS Multi Cap
14.71% 20.80% 15.70%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS Fusion Opportunity
20.00% N/A N/A
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
Hedge Strategy
(Hedge: 0-100%)
9.00% N/A N/A
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS MF Equity Readymade Basket
14.00% N/A N/A
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS MF Debt Readymade Basket
7.60% N/A N/A
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS MF Debt Customized Basket
N/A N/A N/A
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
Total 11.16% 100.00%
Investment Horizon Expected Returns (LS) Growth in Fundamentals Return On Equity Portfolio Allocation % Portfolio Allocation Amt. View Factsheet
NS Large Cap
13.39% 20.00% 20.10%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS Mid and Small Cap
13.33% 30.70% 17.70%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS 5T x 5T
13.85% 30.20% 19.00%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS Multi Cap
14.71% 20.80% 15.70%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS Fusion Opportunity
20.00% N/A N/A
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
Hedge Strategy
(Hedge: 0-100%)
9.00% N/A N/A
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS MF Equity Readymade Basket
14.00% N/A N/A
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS MF Debt Readymade Basket
7.60% N/A N/A
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS MF Debt Customized Basket
N/A N/A N/A
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
Total 12.58% 100.00%
Investment Horizon Expected Returns (LS) Growth in Fundamentals Return On Equity Portfolio Allocation % Portfolio Allocation Amt. View Factsheet
NS Large Cap
13.39% 20.00% 20.10%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS Mid and Small Cap
13.33% 30.70% 17.70%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS 5T x 5T
13.85% 30.20% 19.00%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS Multi Cap
14.71% 20.80% 15.70%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS Fusion Opportunity
20.00% N/A N/A
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
Hedge Strategy
(Hedge: 0-100%)
9.00% N/A N/A
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS MF Equity Readymade Basket
14.00% N/A N/A
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS MF Debt Readymade Basket
7.60% N/A N/A
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS MF Debt Customized Basket
N/A N/A N/A
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
Total 10.50% 100.00%
Investment Horizon Expected Returns (LS) Growth in Fundamentals Return On Equity Portfolio Allocation % Portfolio Allocation Amt. View Factsheet
NS Large Cap
13.39% 20.00% 20.10%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS Mid and Small Cap
13.33% 30.70% 17.70%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS 5T x 5T
13.85% 30.20% 19.00%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS Multi Cap
14.71% 20.80% 15.70%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS Fusion Opportunity
20.00% N/A N/A
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
Hedge Strategy
(Hedge: 0-100%)
9.00% N/A N/A
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS MF Equity Readymade Basket
14.00% N/A N/A
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS MF Debt Readymade Basket
7.60% N/A N/A
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS MF Debt Customized Basket
N/A N/A N/A
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
Total 12.58% 100.00%

Kindly adjust Allocation % as ‘Total Portfolio Allocation %’ shouldn’t exceed 100%

Historical and Expected Performance based on PET tool (%)
Riskometer

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