Asset Allocation For 2016 to 2018: For All Type Investors..!

Asset Allocation For 2016 to 2018: 

For All Type Investors..!

by Mr. G. Maran, 

Executive Director, 

Unifi Capital, 

Chennai

Mr. G. Maran, Unifi Capital

Suggested Asset Allocation For 2016 to 2018
Investment Types	Conservative Investors	Moderate Investors	Aggressive Investors
Gold	10%	0%	0%
Equity / Equity Mutual Funds	25%	50%	60%
Real Estate / Real Estate Funds	15%	0%	0%
Long Term Debt Equity Mutual Funds	30%	30%	30%
Short Term Debt Equity Mutual Funds	20%	20%	10
Likely CAGR* in 3 Year	11%	14%	17%

 * Compound Annual Growth Rate

  Suggested Asset Allocation For 2016 to 2018

Investment Types

Conservative Investors

Moderate Investors

Aggressive Investors

Gold

10%

0%

0%

Equity / Equity Mutual Funds

25%

50%

60%

Real Estate / Real Estate Funds

15%

0%

0%

Long Term Debt Equity Mutual Funds

30%

30%

30%

Short Term Debt Equity Mutual Funds

20%

20%

10

Likely CAGR* in 3 Year

11%

14%

17%

Src: Naanayam Vikatan Weekly 

For More Details 

Corporate Office:

Unifi Capital Pvt Limited

11, Kakani Towers,

15, Khader Nawaz Khan Road,

Nungambakkam,

Chennai- 600 006. India

Tele: +91-44-2833 1556,    

E mail :naren@unificap.com

Bangalore:

Unifi Capital Pvt Limited 

511, Barton Center, 

84, M G Road, 

Bangalore-560 001.

India.

Tele:+91-80-2555 9418 / 19

E mail :chris@unificap.com

Hyderabad:

Unifi Capital Pvt Limited

H:No-6-3-346/1, Road No:1,

Banjara Hills,

Hyderabad-500034.

India.

Tele:+91-40-6675 2622 / 23

E mail :prabhakar@unificap.com

Mumbai:

Unifi Capital Pvt. Ltd.

"A" Block, 8th Floor,

Shiv Sagar Estate,

Dr. Annie Besant Road, Worli,

Mumbai - 400 018. India

Tele:+91-22-2492 7671

E mail :harsh@unificap.com

Mauritius: 

Unifi Investment Management Ltd.,

4th Floor, Raffles Tower,

19, Cybercity,

Ebene,

Republic Of Mauritius.

Tele: +(230) 404 8800

F:+(230) 404 8899

Compliance Officer:

Narendranath K.

Tele:+91-44-2833 1556

E mail :naren@unificap.com

Investor Grievances:

E mail :ir@unificap.com

Share: