Core & Satellite Strategy
The professional approach to portfolio construction. Secure your future with a stable 'Core' while chasing higher returns with a 'Satellite' orbit.
Configuration
₹10.00 L
"Balanced approach for long-term wealth creation."
Allocation Split
The Core
Your safety bucket. Provides stability and consistent market returns.
The Satellite
Your growth bucket. Chasing Alpha and higher returns.
Projected Corpus (10 Years)
Strategy Guide
1. The Core (60-80%)
This is the bedrock of your portfolio. The goal here is Beta (Market Returns). It should track the broad market index. It won't make you rich overnight, but it prevents you from being poor.
2. The Satellite (20-40%)
This is for generating Alpha (Excess Returns). Here you take calculated risks with Small Caps, Sectoral bets, or Factor strategies to boost overall performance.
3. The Result
A portfolio that is smoother than a pure Small-Cap portfolio but performs better than a pure Index portfolio. It minimizes regret and maximizes peace of mind.