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Aggressive Portfolio Stock Index Category Sector Allocation

The document describes three investment portfolios - aggressive, balanced, and conservative. The aggressive portfolio allocates 30% to Nazara Technologies, 30% to AmarRaja Battery, 20% to Dr Reddy, 15% to Tata Consumer, and 5% to Jindal Steel & Power. The balanced portfolio evenly allocates 20% to each of the five stocks. The conservative portfolio allocates 27% to Tata Consumer and Dr Reddy, 26% to Jindal Steel & Power, and 10% to Nazara Technologies and AmarRaja Battery.

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64 views3 pages

Aggressive Portfolio Stock Index Category Sector Allocation

The document describes three investment portfolios - aggressive, balanced, and conservative. The aggressive portfolio allocates 30% to Nazara Technologies, 30% to AmarRaja Battery, 20% to Dr Reddy, 15% to Tata Consumer, and 5% to Jindal Steel & Power. The balanced portfolio evenly allocates 20% to each of the five stocks. The conservative portfolio allocates 27% to Tata Consumer and Dr Reddy, 26% to Jindal Steel & Power, and 10% to Nazara Technologies and AmarRaja Battery.

Uploaded by

Aditya
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Aggressive Portfolio

Stock Index Category Sector Allocation


Tata Consumer Nifty 50 Large Cap Consumption 15%
Dr Reddy Nifty Pharma Large Cap Pharma 20%
Jindal Steel & Power Nifty Midcap 100 Large Cap Power 5%
Nazara Technologies IPO Mid Cap IT 30%
AmarRaja Battery Nifty Midcap 100 Mid Cap Auto Anc 30%
Total 100%

Aggressive Portfolio

Tata Consumer
15%
Dr Reddy
30%
Jindal Steel & Power
Nazara Technologies
20% AmarRaja Battery

5%
30%
Balanced Portfolio
Stock Index Category Sector Allocation
Tata Consumer Nifty 50 Large Cap Consumption 20%
Dr Reddy Nifty Pharma Large Cap Pharma 20%
Jindal Steel & Power Nifty Midcap 100 Large Cap Power 20%
Nazara Technologies IPO Mid Cap IT 20%
AmarRaja Battery Nifty Midcap 100 Mid Cap Auto Anc 20%
Total 100%

Balanced Portfolio

Tata Consumer
20% 20% Dr Reddy
Jindal Steel & Power
Nazara Technologies
AmarRaja Battery
20% 20%

20%
Conservative Portfolio
Stock Index Category Sector Allocation
Tata Consumer Nifty 50 Large Cap Consumption 27%
Dr Reddy Nifty Pharma Large Cap Pharma 27%
Jindal Steel & Power Nifty Midcap 100 Large Cap Power 26%
Nazara Technologies IPO Mid Cap IT 10%
AmarRaja Battery Nifty Midcap 100 Mid Cap Auto Anc 10%
Total 100%

Conservative Portfolio

10% Tata Consumer


27% Dr Reddy
10%
Jindal Steel & Power
Nazara Technologies
AmarRaja Battery
26%
27%

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