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
12.65% 15.20% 16.30%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS Mid and Small Cap
14.53% 18.10% 15.30%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS 5T x 5T
13.93% 17.00% 15.20%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS Multi Cap
12.41% 16.80% 15.10%
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 8.36% 100.00%
Investment Horizon Expected Returns (LS) Growth in Fundamentals Return On Equity Portfolio Allocation % Portfolio Allocation Amt. View Factsheet
NS Large Cap
12.65% 15.20% 16.30%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS Mid and Small Cap
14.53% 18.10% 15.30%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS 5T x 5T
13.93% 17.00% 15.20%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS Multi Cap
12.41% 16.80% 15.10%
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 10.00% 100.00%
Investment Horizon Expected Returns (LS) Growth in Fundamentals Return On Equity Portfolio Allocation % Portfolio Allocation Amt. View Factsheet
NS Large Cap
12.65% 15.20% 16.30%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS Mid and Small Cap
14.53% 18.10% 15.30%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS 5T x 5T
13.93% 17.00% 15.20%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS Multi Cap
12.41% 16.80% 15.10%
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 12.22% 100.00%
Investment Horizon Expected Returns (LS) Growth in Fundamentals Return On Equity Portfolio Allocation % Portfolio Allocation Amt. View Factsheet
NS Large Cap
12.65% 15.20% 16.30%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS Mid and Small Cap
14.53% 18.10% 15.30%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS 5T x 5T
13.93% 17.00% 15.20%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS Multi Cap
12.41% 16.80% 15.10%
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 10.12% 100.00%
Investment Horizon Expected Returns (LS) Growth in Fundamentals Return On Equity Portfolio Allocation % Portfolio Allocation Amt. View Factsheet
NS Large Cap
12.65% 15.20% 16.30%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS Mid and Small Cap
14.53% 18.10% 15.30%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS 5T x 5T
13.93% 17.00% 15.20%
Avg. Maturity Avg. Return Risk
Profile 		Portfolio
Allocation % 		Allocated
Amount
NS Multi Cap
12.41% 16.80% 15.10%
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 12.22% 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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