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Mutual Funds - Conservative

Mutual FundsLow Risk

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Invest in stability and security with Wright Research's Conservative Mutual Fund portfolio.

₹1 Lac invested for 5 years could have been

Portfolio 1,62,332

Bond 1,28,063

Mutual Funds - Conservative

Bond Index

5Y CAGR

12.1 %

1D Returns

-0.1 %

Volatility

Low Volatility

Rebalancing Frequency

Half-Yearly

Subscription Starting

₹ 250/month

Min Investment

₹10000

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Mutual Funds - Conservative

Invest securely with Wright Research's Conservative Mutual Fund Basket – 80%+ debt allocation, no credit risk.

Live Returns
12.1 % (5Y)

Rebalance?Rebalancing is the process of periodically reviewing allocations to get best results.

This option is tailored to suit conservative investors who seek low-risk investments with stable returns. Here are some key pointers:

  • 80%+ debt allocation: With a focus on direct mutual funds, banking & PSU funds, and sectoral equity funds without credit risk, Wright Research's Conservative Mutual Fund offers low risk and stable returns.
  • AI-driven allocations: Wright Research's platform precisely targets your risk tolerance and crafts a diversified portfolio unique to you.
  • Semi-annual rebalancing: The platform's automatic rebalancing ensures optimal performance and keeps costs low.
  • Data-driven metrics: The platform uses data-driven metrics and rigorously tested portfolios to deliver better returns than indices like the S&P 500 and Russell 2000.

Wright Research's Conservative Mutual Fund basket is designed for conservative investors who are seeking low-risk investments with stable returns. The basket is created using cutting-edge AI technology, providing investors with precision-targeted risk assessment and a custom-tailored portfolio selection. Here are some key pointers:

  • Precision-targeted risk assessment: With over 80% debt allocation, the Conservative Mutual Fund basket is designed for conservative investors seeking low-risk investments.
  • AI-powered portfolio selection: Wright Research's platform uses AI-powered performance and risk forecasting to select an optimal mix of mutual funds that is custom-tailored to your investment profile. This ensures that your investments are managed using data-driven metrics and rigorously tested portfolios.
  • Stable returns: The Conservative Mutual Fund basket is designed to provide stable returns to investors. With a focus on low-risk investments, investors can enjoy stable returns and peace of mind.

Wright Research's AI-driven risk management ensures that your investments are managed with precision and optimized for stable returns.

PB Ratio
PE Ratio

Trending Portfolios for you

Curated portfolios suitable for your risk profile

Wright Factor Fund

PMS High Risk

Consistent

Live Return

41.3%

Rebalance

Monthly

Min. Investment

5,000,000

Alpha Prime Momentum Model

Equity High Risk

New

Live Return

39.9%

Rebalance

Weekly

Min. Investment

41,694

Wright New India Theme

Equity High Risk

New

Live Return

36.8%

Rebalance

Monthly

Min. Investment

77,802

Aggressive

Mutual Funds High Risk

Trending

Live Return

26.2%

Rebalance

Half-Yearly

Min. Investment

10,000

Moderately Aggressive

Mutual Funds High Risk

Trending

Live Return

23.2%

Rebalance

Half-Yearly

Min. Investment

10,000

Wright Momentum Hedged

PMS High Risk

Hedged

Live Return

19.8%

Rebalance

Monthly

Min. Investment

5,000,000

FAQs

Each portfolio is diversified to and contains 18-22 stocks in it.

All our portfolio are Long-Term as they are rebalanced as per market conditions so time frame varies as per expectations.

Rebalance is an update to portfolio to get best returns. In this we suggest you sell some of holdings and purchase some new stocks

Except for subscription you will be charged brokerage fee as per your broker.

All About

Mutual Fund Portfolio Management

Conservative mutual funds are tailored for investors prioritizing capital preservation & steady returns. They primarily invest in high-quality fixed-income securities, such as government and corporate bonds, and allocate a small portion to stable, low-risk equities. This low-risk investment strategy makes them suitable for risk-averse investors, such as those nearing retirement or seeking to preserve capital while earning steady, albeit lower, returns. In the Indian market, these funds are attractive to conservative investors who need regular income or those looking to maintain their principal with minimal risk exposure. These steady return mutual funds offer a safe ha

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