Name: GoalFi Large Cap Balanced Multi Asset Model
Brand: GoalFi
SKU: GOALMO_0075
Price: 250000 INR
Availability: InStock

Nifty 100 Index

Balanced Basket - Steady Gains

A single factor drives selection: Asset allocation. It is measured through the relative attractiveness of equity and debt, allocating across them rather than selecting within a single asset class. Scoring is relative to the universe and refreshed at every review, so the portfolio follows current leadership rather than a fixed list. Debt allocation is made through assets chosen from the AAA and AA corporate debt class.

A single factor drives selection: Asset allocation. It is measured through the relative attractiveness of equity, gold, silver and debt, allocating across them rather than selecting within a single asset class. Scoring is relative to the universe and refreshed at every review, so the portfolio follows current leadership rather than a fixed list.

The portfolio holds 9 instruments across equity, gold, silver and debt. Allocation bands are set per asset class and reviewed at each rebalance; the portfolio stays invested across all sleeves rather than moving fully into one.

Weights follow the target allocation for each asset class rather than a factor score. Drift beyond the stated band triggers a reset at the next rebalance. Reviewed quarterly, and rebalanced only when the portfolio has drifted materially from its target — currently when more than 20% of the target holdings differ from those held. The underlying measures move with reported financials, so a quarterly review matches the pace at which the data changes. Trading only on drift avoids churning a portfolio that has not meaningfully changed, since every trade carries a cost the investor bears.

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next quarter

GoalFi Large Cap Balanced Multi Asset Model

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A 9-instrument multi-asset portfolio across equity, gold, silver and debt, reviewed quarterly.

GoalFi Large Cap Balanced Multi Asset Model

Overview

Stocks & ETFs

Investment Rationale

Performance

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About the Manager

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