" Portfolio of a Moderate Investor in Mutual Fund "

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Example of a Portfolio of a Moderate Investor in Mutual Fund

  • Balanced Mutual Fund  - 35 % of total investment
  • Mutual Fund in Large Cap category  - 40 % of total investment
  • Mutual Fund in Multi- Cap category  - 25 % of total investment



You will understand from the above example that the risk factor is moderate. So, the investor having this portfolio  should have a time horizon of at least seven years to get very good result.

Happy Investing !!!




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