Name: GoalFi Equity Alpha Asset Allocation
Brand: GoalFi
SKU: MF_GOALMX_0003
Price: 25000 INR
Availability: InStock

Weighted Category Average

The portfolio allocates across asset classes rather than selecting within one, holding equity-led with a small debt sleeve. Every sleeve is taken through exchange-traded instruments, so each holding is priced intraday and settles like any other stock. The asset mix is what distinguishes this portfolio from the others on the multi-asset shelf.

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 3 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 to add or drop mutual fund schemes and realign weights, if applicable

GoalFi Equity Alpha Asset Allocation

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A 3-instrument multi-asset portfolio across equity, gold, silver and debt, reviewed quarterly.

GoalFi Equity Alpha Asset Allocation

Overview

Funds & Weights