DYNAMIC ETF ALLOCATION PORTFOLIO AGGRESSIVE

Dynamic Asset Allocation Portfolio Aggressive aims to generate long term capital appreciation through investments in equity oriented and hybrid mutual fund schemes supported by rule based asset allocation. The strategy follows a hybrid dynamic asset allocation approach where exposure is actively managed between equity oriented funds and debt or cash instruments depending on the model driven allocation framework. Asset allocation allows investment between zero percent to one hundred percent in equity oriented and hybrid mutual fund schemes and zero percent to one hundred percent in debt oriented mutual fund schemes, debt exchange traded funds, liquid funds and arbitrage funds. Portfolio construction is based on a rule based selection framework where diversified exposure is created through a basket of mutual funds representing different market segments including large cap, mid cap, small cap, flexi cap and contra strategies. Equity exposure is designed to capture long term capital appreciation while debt, arbitrage and liquid funds provide stability and tactical allocation flexibility across market cycles. The investment approach emphasises systematic allocation and diversification through a combination of equity and debt oriented instruments rather than direct stock selection. Sector agnostic and market cap agnostic.