All Cap Portfolio Strategy.

Welcome to My Money Panda! Today, we're discussing our all-cap portfolio strategy. In this portfolio, we divide our investments into three categories: large-cap (40%), mid-cap (30%), and small-cap (30%) funds. This mix helps us spread risk and take advantage of different market opportunities. We have 2 mutual funds in each category, which gives us diversification and helps us manage market ups and downs. Our approach combines stable large-cap stocks with the growth potential of mid-cap and small-cap stocks. As of February 2024, our all-cap portfolio has delivered an annualized return of 26%, compared to the BSE 500's 19.5% over three years. This means we've earned 6.5% more than the benchmark index, with a Sharpe ratio of 1.67, showing good risk-adjusted returns. If you're looking for a balanced portfolio with growth potential, consider the My Money Panda all-cap portfolio. Remember to research thoroughly, consult with a financial advisor, and read all scheme-related documents carefully before investing. Invest wisely for a secure financial future!
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