Goal-based investing is a strategy that focuses on aligning your investment decisions with specific financial goals you want to achieve within a certain timeframe. Rather than simply aiming for maximum returns, goal-based investing considers the purpose of your investments, whether it's buying a house, funding education, or any other milestone.
Tailored portfolio designed to generate higher returns in the long term
We look at the consistency of the outperformance that the fund has displayed. A fund with high consistency is preferred
We look at the size of the fund with respect to other funds in the category. Larger AUM funds are preferred.
We consider average 3 year return that the fund has delived over an extended period of time
We consider how volatile the outperformance over the benchmark has been. A lower volatility is preferred
We look at how resilient the fund is to market down trends. A fund that has shown a higher resilience is preferred
We consider how well the fund has been able to participate in upmoves in the market. A fund that participates well is preferred
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Mutual fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance of the schemes is neither an indicator nor a guarantee of future performance.
Ultimate Wealth Pvt. Ltd. is a Mutual Fund Distributor with AMFI Registration No: ARN- 84328, registered on 17/01/2012 with current validity of ARN upto 16/01/2027. CIN: U67110KA2007PTCO41877. GSTIN: 29AAACU8868K1ZH. Registered office: 45, Prabha Arcade, 1st Floor, Kathriguppe Main Rd, Banashankari 3rd Stage, Bengaluru, Karnataka 560085. For any grievances please write to customercare@ultimatewealth.in
Ultimate Wealth Pvt. Ltd. makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Unless otherwise specified, all returns, NAV, etc are historical and for illustrative purposes only. Future will vary greatly and depends on personal and market circumstances. The information provided by our blog is educational only and is not investment or tax advice.