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SBI Small Cap Fund (G) -0.84% 6.62% Invest
Nippon India Equity Hybrid Fund (G) -10.61% -2.97% Invest
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L&T Midcap Fund (G) -7.04% 1.67% Invest
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Jan 16, 2019 5 min read

Best Aggressive Mutual Fund Portfolio to Invest in 2019

Read this blog to find out all about the best aggressive mutual fund portfolio for investors to invest in 2019.

Asset allocation to investment is what oxygen is to human life. This is indeed a well calculated saying which stands true for all mutual fund investors. The asset allocation one looks for states the kind of investor the person is. Broadly, there are three kinds of investors which include aggressive investors, moderate risk investors, and risk averse or low risk investors. Today, in this write-up, we are going to share a portfolio which is especially meant for aggressive investors. These are the investors who look for very high returns with their investments and also have a high risk-taking capacity. So, without wasting anymore time, let’s get started!

Portfolio’s Objective

Before investing in any mutual fund or portfolio, it is important to understand the purpose of investment as it helps in assessing its positive and negative performance. Besides, it promotes disciplined investing. Aggressive portfolio is quite an interesting portfolio as it follows a pure growth style investment strategy with a primary focus on generating high returns. Also, the concentration on risk management is quite low for such mutual funds.

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Portfolio Allocation

A model portfolio is the one which has an effective categorical allocation so that its returns beat the benchmark returns in every phase of the market. After conducting an in-depth research, the experts have come up with a model aggressive portfolio where the allocation in equity is kept at 75%, similarly in debt and hybrid it is kept at 10% and 15%, respectively. In the equity allocation, 45% is given to small cap and 35% to mid cap, so that a strong growth can be expected in the long run. In the debt part, the entire allocation is kept in medium to long-duration fund so that in the negative phase of the market, the returns can be managed with such a fund. Also, with the long-duration strategy, good returns can be expected through this debt fund as well. At last, for generating stable returns, 15% allocation is given to an aggressive hybrid mutual fund. The summarized portfolio allocation is shown in the table below:

Asset ClassCategoryAllocationTotal Allocation
Equity Small Cap 45% 75%
  Mid Cap 30%  
Debt Medium to Long Duration 10% 10%
Hybrid Aggressive Hybrid 15% 15%

Aggressive Mutual Fund Portfolio

1. Small Cap Category

SBI Small Cap Fund is selected which is one of the top performers of the small cap category. It has an aggressive allocation in good growth stocks and also has a good risk management.

2. Mid Cap Category

L&T Mid Cap Fund has been selected which is also the best recommendation of the analysts with qualitative stocks in portfolio, and it’s also a consistent performer of the category.

3. Debt Category

Reliance Income Fund has been selected which belongs to medium to long duration fund. This scheme’s portfolio average maturity is high and the assets are invested in AAA credit quality papers. Also, the returns of the fund are high in the debt category.

4. Aggressive Hybrid Category

Reliance Equity Hybrid Fund is selected from this category. It is an aggressive performer of the hybrid category, a good performer of the category in the positive market, and follows aggressive investment strategy in both debt and equity instruments.

Let’s check the historical performance of the portfolio mentioned above.

To check the historical performance of the above-mentioned portfolio, the past 10 years’ cycles of the schemes have been tested. The performance is compared with the benchmark BSE Small Index & BSE Mid Cap Index. On an average, in the first year, the portfolio has given average annual return of 24.15% where the benchmark has given just 16.22%. Here, the maximum return of the portfolio went up to 97.86% compared to 113.92% of the benchmark. Now, coming to the minimum returns, the portfolio has went down by -20.97% whereas the benchmark index plummeted by -40.66%. The probability of the portfolio of beating the benchmark in the first year is 73%. Similarly, the data for the first, third, fifth, and seventh year has been mentioned in the tables below:

First Year  Avg Annual ReturnsMaximum Returns %Minimum Returns %VolatilityProbability
Benchmark 16.22 113.92 -40.66 31.88 100
Portfolio 24.15 97.86 -20.97 25.55 73
Third Year  Avg Annual ReturnsMaximum Returns %Minimum Returns %VolatilityProbability
Benchmark 21.5 155.88 -34.99 36.55 100
Portfolio 35.02 186.89 7.85 40.25 80
Fifth Year  Avg Annual ReturnsMaximum Returns %Minimum Returns %VolatilityProbability
Benchmark 24.26 217.57 -0.64 54.42 100
Portfolio 44.31 312.32 94.69 49.18 96
Seventh Year  Avg Annual ReturnsMaximum Returns %Minimum Returns %VolatilityProbability
Benchmark 14.55 136.43 68.21 14.37 100
Portfolio 39.46 325.71 242.83 17.95 100

This was all about the portfolio for the aggressive investors. To understand why experts chose this portfolio in a more descriptive manner, watch our video from the link provided above.

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You will also be able to find out some important investment suggestions that the experts have jotted down for the comfort of investors.

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