This portfolio is mainly is for investor who wish to save their principal investment instead of prioritizing maximum returns. Here, the investors accept lower return instead for lower account drawdowns. People choose this conservative portfolio when their time horizon is short and has relatively very low risk tolerance. This portfolio comprises typically safer investments indiversified stocks. The stocks included in the conservative portfolio are always very large and be stocks of well-known companies which are known as Blue-chip stocks.
We offering best guidance and platform to invest in Blue-chip stocks. Enquire with us to find the best opportunity for invest in stable stocks that suits your requirements and financial goals.
This conservative Portfolio is more likely suitable for an old investor who wants to save their capital as they’re near to the retirement stage. This conservative portfolio has less probability of being devastated in stock market volatility.
Conservative hybrid Funds also offer good returns as of low-risk securities such as treasuries, high-quality bonds, money markets, and bank fixed deposits.
Here we implement stop loss strategy in which we fix the limit for the stock loss for a specific period to analyse the stock performance and when the loss touches the limit we will immediately withdraw the investment to save the capital.
Advantage of Conservative Hybrid fund investment:
25% allocation to stocks adds growth to your portfolio.
This conservative portfolio is ideal for risk-averse investors and the one with an investment time horizon of 2-3 years. This is the preferred portfolio for investors expecting steady return and aiming to preserve capital investment for down payment.