Designing A Portfolio

Designing A Portfolio A Recommended Portfolio for You For an Investment Amount of Rs 50,000 catering Short term, Medium term and Long term goals   Short-term (upto 1 year) Asset Class Percentage Amount to be Invested (Rs) Equity 10.0 2000 Mutual Funds      Equity Sectoral 0.0 0      Equity Others 10.0 2000      Balanced 30.0 6000      Debt 25.0 5000      Gilt/Liquid funds 10.0 2000 Bank/Company FDs 10.0 2000 Cash Balance 5.0 1000 Total 20000   Medium Term (1 - 3 years) Asset Class Percentage Amount to be Invested (Rs) Equity 15.0 3000 Mutual Funds      Equity Sectoral 0.0 0      Equity Others 10.0 2000      Balanced 25.0 5000      Debt 20.0 4000      Gilt/Liquid funds 10.0 2000 Bonds - Taxable/Small Savings 10.0 2000 Bank/Company FDs 10.0 2000 Total 20000   Long Term (>3 years) Asset Class Percentage Amount to be Invested (Rs) Equity 15.0 1500 Mutual Funds      Equity Sectoral 0.0 0      Equity Others 15.0 1500      Balanced 15.0 1500      Debt 15.0 1500 Bonds - Tax free 10.0 1000 Bonds - Taxable/Small Savings 10.0 1000 LIC Policies 10.0 1000 Bank/Company FDs 10.0 1000 Total 10000   Consolidated Portfolio Asset Class Percentage Amount to be Invested (Rs) Equity 13.3 6666.67 Mutual Funds      Equity Sectoral 0.0 0      Equity Others 11.7 5833.33      Balanced 23.3 11666.67      Debt 20.0 10000      Gilt/Liquid funds 6.7 3333.33 Bonds - Tax free 3.3 1666.67 Bonds - Taxable/Small Savings 6.7 3333.33 Bank/Company FDs 10.0 5000 Cash Balance 1.7 833.33 Total 50000