Nest Multi-Asset Strategy
The strategy blends equity, debt and gold to manage volatility across market cycles, aiming to deliver steadier risk-adjusted returns than a pure equity approac...
3Y CAGR
13.2%
Benchmark
Nifty 500
Min. investment
₹50L
Fee model
Fixed + performance
Philosophy
The strategy blends equity, debt and gold to manage volatility across market cycles, aiming to deliver steadier risk-adjusted returns than a pure equity approach.
Portfolio construction
Allocation is dynamically adjusted based on relative valuations across asset classes, typically ranging 40-60% equity, 25-40% debt and 10-20% gold.
Allocation
| Sector / Asset | Allocation |
|---|---|
| Equity | 52% |
| Debt | 32% |
| Gold | 16% |
Strategy facts
Fund managerK. Iyer
AUM₹1,480 Cr
Fixed fee1.5% p.a.
Performance fee15% above hurdle
Exit load1% if <1Y
CustodianABC-appointed