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
Gilt 7.37 7.40 Balanced
Corporate Bond Fund 2.49 7.90 Balanced
Medium-Term 4.46 7.70 Moderate
Short-term 1.63 7.90 Balanced
Liquid 0.40 7.60 Conservative
Floater 1.63 7.90 Conservative
Ultra Short-term 2.44 7.70 Balanced
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
Gilt 7.37 7.40 Moderate
Corporate Bond Fund 2.49 7.90 Moderate
Medium-Term 4.46 7.70 Balanced
Short-term 1.63 7.90 Conservative
Liquid 0.40 7.60 Aggressive
Floater 1.63 7.90 Moderate
Ultra Short-term 2.44 7.70 Aggressive
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
Gilt 7.37 7.40 Aggressive
Corporate Bond Fund 2.49 7.90 Aggressive
Medium-Term 4.46 7.70 Conservative
Short-term 1.63 7.90 Moderate
Liquid 0.40 7.60 Moderate
Floater 1.63 7.90 Conservative
Ultra Short-term 2.44 7.70 Conservative
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
Gilt 7.37 7.40 Moderate
Corporate Bond Fund 2.49 7.90 Conservative
Medium-Term 4.46 7.70 Moderate
Short-term 1.63 7.90 Aggressive
Liquid 0.40 7.60 Balanced
Floater 1.63 7.90 Moderate
Ultra Short-term 2.44 7.70 Aggressive
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
Gilt 7.37 7.40 Aggressive
Corporate Bond Fund 2.49 7.90 Aggressive
Medium-Term 4.46 7.70 Conservative
Short-term 1.63 7.90 Moderate
Liquid 0.40 7.60 Moderate
Floater 1.63 7.90 Conservative
Ultra Short-term 2.44 7.70 Conservative
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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