Core & Satellite

Core & Satellite

3 Core & Satellite Fund

we explore the strategy which makes you understand about the strategy and helps you find the right strategy in the way of alpha generation. The core strategy, which is described by name itself, fundamental and principal are in nature stable, low beta fund, low risk and possess long term growth potential. It uses passive strategies like index funds, ETF, and stocks that generate returns consistently over the long term. The satellite strategy is basically a high beta and high-risk fund, actively managed as per the current market trend to generate higher returns, like small caps. These strategies are used to balance between stability and higher returns. LetΓÇÖs dive into the deep to understand better about the strategy which I have classified as per age. I believe young age has more time to be in the market, more years to take risk than middle and older age. A ideal Investment horizon for 15 to 20 years. For portfolio allocation ratio, find the link to read our blog before investing: https://wealthplys.com/blog-detail.php?slug=core-satellite-an-alpha-generating-strategy-in-the-long-run.

Mixed of Global Funds

Our Investment Plans

Mixed of Global Funds
Mixed of Global Funds

2 Large Cap, 1 Mid Cap, 1 Small Cap, 1 Global Fund

3Y 19.65%
5Y 27.025%
10Y 17.105%
Large Cap
Large Cap

5 Large Cap

3Y 18.58%
5Y 22.21%
10Y 14.12%
Flexi Cap
Flexi Cap

5 Flexi Cap

3Y 22.79%
5Y 27.11%
10Y 17.65%
Small Cap
Small Cap

5 Small Caps

3Y 22.17%
5Y 31.7%
10Y 19.8%
Mid Cap
Mid Cap

5 Mid Caps 50, Top100

3Y 24.28%
5Y 30.39%
10Y 18.20%
Banking and Finance
Banking and Finance

5 Top Funds

3Y 20.5%
5Y 24.81%
10Y 15.37%
Crorepati Fund
Crorepati Fund

5 Crorepati Funds

3Y 19.30%
5Y 26.67%
10Y 17.58%
Regular Monthly Income Using SWP
Regular Monthly Income Using SWP

3 Top Funds

3Y 18.31%
5Y 21.79%
10Y 14.69%
Regular Monthly Income
Regular Monthly Income

3 Top Funds

3Y Fixed Annual Dividend Yield 8.18 - 18.89%
5Y 21.95%
10Y 13.54%