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  • Asset Allocation

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    Subodh Sardeshmukh
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    This document shows a 10-year investment portfolio allocation across mutual funds, stocks, and traders with different risk profiles. It allocates 60% of capital to Axis small cap mutual funds, 30% to stock market, and 10% to traders. The table tracks the annual growth and ending value of each allocation over 10 years. The total ending value after 10 years is ₹53,516,279, which is a 15.5x return ratio on the original ₹6,000,000 capital invested.

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    This document shows a 10-year investment portfolio allocation across mutual funds, stocks, and traders with different risk profiles. It allocates 60% of capital to Axis small cap mutual funds, 30% to stock market, and 10% to traders. The table tracks the annual growth and ending value of each allocation over 10 years. The total ending value after 10 years is ₹53,516,279, which is a 15.5x return ratio on the original ₹6,000,000 capital invested.

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    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
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    6 views3 pages

    Asset Allocation

    Uploaded by

    Subodh Sardeshmukh
    This document shows a 10-year investment portfolio allocation across mutual funds, stocks, and traders with different risk profiles. It allocates 60% of capital to Axis small cap mutual funds, 30% to stock market, and 10% to traders. The table tracks the annual growth and ending value of each allocation over 10 years. The total ending value after 10 years is ₹53,516,279, which is a 15.5x return ratio on the original ₹6,000,000 capital invested.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
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    of 3

    10 YEAR RETURN

    TOTAL CAPITAL ₹ 6,000,000 ₹ 5

    365

    Liquidity Asset class Per annum (%) % Capital 1


    Allocation allocation
    Annual MF (Axis small cap) 8% 60% ₹ 3,600,000 ₹ 3,888,000
    Anytime+1 Stock market 20% 30% ₹ 1,800,000 ₹ 1,800,000
    Monthly AS Traders 50% 10% ₹ 600,000 ₹ 900,000

    TOTAL VALUE 100% ₹ 6,588,000

    RISK/ASSET CLASS Safe Medium High


    MF (Axis small cap) 50 33 20
    Stock market 30 34 50
    AS Traders 20 33 30
    100 100 100
    10 YEAR RETURN
    53,516,279

    730 1095 1460 1825 2190 2555 2920

    2 3 4 5 6 7 8
    ₹ 4,199,040 ₹ 4,534,963 ₹ 4,897,760 ₹ 5,289,581 ₹ 5,712,748 ₹ 6,169,767 ₹ 6,663,349
    ₹ 2,592,000 ₹ 3,110,400 ₹ 3,732,480 ₹ 4,478,976 ₹ 5,374,771 ₹ 6,449,725 ₹ 7,739,671
    ₹ 1,350,000 ₹ 2,025,000 ₹ 3,037,500 ₹ 4,556,250 ₹ 6,834,375 ₹ 10,251,563 ₹ 15,377,344

    ₹ 8,141,040 ₹ 9,670,363 ₹ 11,667,740 ₹ 14,324,807 ₹ 17,921,894 ₹ 22,871,055 ₹ 29,780,363


    3285 3650
    RETURN
    9 10 RATIO
    ₹ 7,196,417 ₹ 7,772,130 2.00
    ₹ 9,287,605 ₹ 11,145,126 6.19
    ₹ 23,066,016 ₹ 34,599,023 38.44

    ₹ 39,550,037 ₹ 53,516,279 15.5

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