Ultimate Wealth

Prime portfolio 

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Portfolio Proportion Notes
Axis Liquid Fund (G) – Direct Plan 40%
UTI Liquid Cash Plan (G) – Direct Plan 30% To make your life easy, we have sliced and diced Prime Portfolios based on four different parameters - your need (income, growth etc), time frame (your investment horizon), your
Aditya Birla Sun Life Floating Rate (G)- Direct Plan 30%

Click ‘Follow’ to receive updates to this portfolio as and when we conduct reviews. 

  • To make your life easy, we have sliced and diced Prime Portfolios based on four different parameters – your need (income, growth etc), time frame (your investment horizon), your aspiration (vacation, child’s degree, retirement etc) and life situation (single, married, retired etc) .
  • Browse through the portfolios in each category to pick the classification/portfolios that suit you .
  • Please note that you need to choose the growth option for all the portfolios.
  • Your horizon is key to assessing the kind of products you own and risks you take. That’s why some portfolios come with a minimum time frame condition.  
  • Most of these portfolios are diversified across multiple products. Given that most fund houses set minimum subscription limits, to mimic our portfolio weights, for a lump sum investment, you may need at least Rs 20,000 and for a SIP, you may need Rs 5000. 
  • If you have a lower sum to invest, no worries. You can do one of the following. One, you choose fewer funds using our Prime Funds, while mirroring our asset allocation. Two, you can drop an equity fund and spread the sum amongst the other equity funds so that your allocation remains the same. 
  • If a fund’s performance slips or it gets riskier, we will be replacing it across our portfolios to protect your returns. This will be done, where needed, in our quarterly review. While acting on these calls, do make sure your keep the tax implications in mind. For example, if you are yet to cross the 1-year mark or are running an STP in a fund, then it is best to stop the STP or SIP until the exit load period or higher tax rate period is over, before acting on any switches/exit we recommend. 
  • When you choose one of our portfolios, do opt for our ‘Follow’ feature to receive alerts on our periodic reviews/changes we make to portfolios in your inbox.  This is critical to ensure that your portfolio is on track. 
  • Please note that we do not provide a transaction platform. You can use Prime Portfolios to buy, sell investments on any platform or medium (online/offline) of your choice.
  • You can choose the direct or regular option to invest in the funds. The portfolios remain the same for both options.

Disclaimer: Prime portfolios have been built for specific needs, keeping in mind the risk suitable for the given time frame and goals. The underlying funds have been chosen based on their performance, risk metrics, their portfolio quality and potential. Your own risk appetite, timeframe, goal, and your existing portfolio make-up are factors you need to consider before making the investment choices. PrimeInvestor is a SEBI-registered research analyst firm

General disclosures and disclaimers

Legal Disclaimer : PrimeInvestor Financial Research Pvt Ltd (with brand name PrimeInvestor) is an independent research entity offering research services on personal finance products to customers. We are a SEBI registered Research Analyst (Registration: INH200008653). The content and reports generated by the entity does not constitute or is not intended to constitute an offer to buy or sell, or a solicitation to an offer to buy or sell financial products, units or securities. All content and information are provided on an ‘as is’ basis by PrimeInvestor Financial Research Pvt Ltd. Information herein is believed to be reliable but PrimeInvestor Financial Research Pvt Ltd does not warrant its completeness or accuracy and expressly disclaims all warranties and conditions of any kind, whether express or implied. The services rendered by PrimeInvestor Financial Research Pvt Ltd are on a best-effort basis. PrimeInvestor Financial Research Pvt Ltd does not assure or guarantee the user any minimum or fixed returns. PrimeInvestor Financial Research Pvt Ltd or any of its officers, directors, partners, employees, agents, subsidiaries, affiliates or business associates will not liable for any losses, cost of damage incurred consequent upon relying on investment information, research opinions or advice or any other material/information whatsoever on the web site, reports, mails or notifications issued by PrimeInvestor Financial Research Pvt Ltd or any other agency appointed/authorised by PrimeInvestor Financial Research Pvt Ltd. Use of the above-said information is at the user’s own risk. The user must make his own investment decisions based on his specific investment objective and financial position and using such independent advisors as he believes necessary. All intellectual property rights emerging from this website, blog, and investment solutions are and shall remain with PrimeInvestor Financial Research Pvt Ltd. All material made available is meant for the user’s personal use and such user shall not resell, copy, or redistribute the newsletter or any part of it, or use it for any commercial purpose. PrimeInvestor Financial Research Pvt Ltd, or any of its officers, directors, employees, or subsidiaries have not received any compensation/ benefits whether monetary or in kind, from the AMC, company, government, bank or any other product manufacturer or third party, whose products are the subject of its research or investment information. The performance data quoted represents past performance and does not guarantee future results. Investing in financial products involves risk. Investments are subject to market risk. Please read all related documents carefully. As a condition to accessing the content and website of PrimeInvestor Financial Research Pvt Ltd, you agree to our Terms and Conditions of Use, available here. This service is not directed for access or use by anyone in a country, especially the USA, Canada or the European Union countries, where such use or access is unlawful or which may subject PrimeInvestor Financial Research Pvt Ltd or its affiliates to any registration or licensing requirement.

Aditya Birla Mutual FundAxis Mutual Fund Baroda Mutual FundBNP Paribas Mutual FundBOI AXA Mutual FundsCanara Robeco Mutual FundDSP Mutual Fund Edelweiss Mutual FundEssel Mutual FundFranklin Templeton Mutual FundHDFC Mutual FundHSBC Mutual FundICICI Mutual FundIDBI Mutual FundIDFC Mutual FundIIFL Mutual FundIndiabulls Mutual FundInvesco Mutual FundITI Mutual FundKotak Mahindra Mutual FundL&T Mutual FundLIC Mutual FundMahindra Mutual FundMirae Asset Mutual FundMotilal Oswal Mutual FundNippon India Mutual FundPGIM Mutual FundPPFAS Mutual FundPrincipal Mutual FundQuant Mutual FundQuantum Mutual FundSahara Mutual FundSBI Mutual FundShriram Mutual FundSundaram Mutual FundTata Mutual FundsTaurus Mutual FundsUnion Mutual FundsUTI Mutual FundsYes Mutual Funds

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Mutual fund rolling returns by category: Balanced Advantage | Conservative Hybrid Fund | Corporate Bond | Dividend Yield | Dynamic Bond | Equity Linked Savings Scheme | Floating Rate | Index Funds | Large and Midcap fund | Large Cap Fund | Liquid funds | Low Duration | Mid Cap Fund | Multi Cap Fund | Short Duration | Small cap Fund | Solution Oriented – Childrens Fund | Ultra Short Duration

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