Multi-Asset Balanced

Managed by BalancePoint Advisors

MULTI-ASSET

PMS

CONSERVATIVE

BALANCED

Returns (Since Inception)

13.25%CAGR

AUM

21K CrINR

Min Investment

25.0 LINR

Investment Approach

Balanced approach combining equities, fixed income, and alternatives to deliver consistent risk-adjusted returns through market cycles. The fund dynamically allocates between asset classes based on macro indicators and relative valuations.

Inception Date2015-09-20

BenchmarkNifty 50 + CRISIL Bond Index

Fee Structure

Fixed Management Fee1.5% p.a.

Performance Fee10% of profits above 10% hurdle

Exit LoadNone

Risk Metrics

Volatility

8.2%

Beta

0.55

Downside Capture

48%

Upside Capture

72%

Vikram Singh

Principal Officer

Conservative portfolio manager focused on risk-adjusted returns and capital preservation across market cycles.

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Disclaimer

Performance data is strictly for educational purposes. Past performance is not indicative of future results. All returns are TWRR based. Please read all scheme related documents carefully. Investment in securities market are subject to market risks, read all the related documents carefully before investing.

Key Numbers

Sharpe Ratio1.45

Max Drawdown-8.2%

Min Investment25.0 L

Lock-in PeriodNone

Risk LevelLow

Investor Reviews (187)

Suresh M.

Verified

5/1/2026

Perfect for conservative investors. My portfolio barely dipped during the market correction.