Understanding Your Benchmark
How we build your personalised benchmark
IPS Allocation
Based on your Risk Profile: Growth
Goal Timelines Influence
Retirement
25 years away
Education
12 years away
Home Upgrade
5 years away
Risk Adjustments
Risk Profile:
Growth-Oriented
Your risk capacity and willingness allow a higher equity tilt. The benchmark is adjusted to reflect a growth-oriented allocation with moderate volatility tolerance.
Rebalancing
Quarterly rebalancing assumed
Benchmark is for comparison only, not a target return. Past performance does not guarantee future results. Your personalised benchmark is constructed using index proxies weighted per your IPS allocation.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. AMFI Registered Distributor · ARN-149832