Smart Wealth Builder: Hybrid Fund Strategy for Steady Returns
✅ Build Wealth Smartly with a Balanced Hybrid Fund Strategy
🧠 Smart Wealth Builder: Maximize Potential with a Balanced Approach
In a world of financial uncertainty, achieving consistent returns without taking on excessive risk is the holy grail of investing. That’s where the Smart Wealth Builder strategy steps in — a carefully curated portfolio built entirely with hybrid mutual funds that balance risk and return.
Whether you're a young investor or planning for your long-term goals, this 100% hybrid allocation offers the best of both equity and debt, aiming for steady growth with a controlled risk profile.
📊 Portfolio vs Benchmark Performance
Time Frame Smart Wealth Builder (CAGR) Nifty 50 TRI (Benchmark)
3 Years 17.05% 15.90%
5 Years 14.39% 13.98%
This basket has consistently outperformed the benchmark over 3- and 5-year periods, demonstrating the effectiveness of a diversified hybrid approach.
✅ Why Choose This Basket?
📈 Optimal Growth Potential: Smart mix of equity and debt for balanced performance
🌊 Moderate Volatility: Designed for stable, long-term returns with risk control
💰 Tax-Efficient: Strategic selection of funds across market conditions
🕒 Ideal for 3–5 Year Goals: Focused on medium- to long-term wealth creation
🌟 Key Advantages
- 🔼 High Growth Potential
- 💼 Diversified Portfolio
- ⚖️ Moderate Risk, High Return
- 🏦 Long-Term Wealth Building
📦 Suggested Fund Allocation (25% Each)
Fund Name Category Allocation
Edelweiss Balanced BAF 25%
Advantage Fund
Mirae Asset Balanced BAF 25%
Advantage Fund
Tata Multi Asset MAA 25%
Opportunities Fund
WhiteOak Capital MAA 25%
Multi Asset
Allocation Fund
Categories:
- BAF: Balanced Advantage Fund
- MAA: Multi Asset Allocation
This allocation spreads your investment across funds that dynamically balance equity, debt, and other assets — enhancing your growth potential while cushioning against market volatility.
🛡️ Final Thoughts
Investing in the Smart Wealth Builder portfolio isn’t just about returns — it’s about stability, performance, and peace of mind. With a strategic approach that blends equity and debt, this hybrid model is perfect for investors seeking a smarter path to long-term wealth.
📞 Want help building your wealth with Smart Funds? Contact Me.
🙋♂️ About Me:
Hi, I’m Soumyajit Goswami,
Senior Business Associate
with over 19 years of experience and 1,400+ happy clients across Kolkata.
🛡️ Life, Health & General - Vehicles Insurance
💼 Mutual Funds, FD & NCDs.
📑 100% Claim Settlement Track Record
📊 Goal-based Financial Planning
- If you're serious about protecting your future or building wealth the smart way—let’s connect!
📧 Email: sales@soumyajitgoswami.in
🌐 www.soumyajitgoswami.in
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