The above asset allocation will be applicable to fresh investments and topups only. There will be no re-balancing in the portfolios of existing clients.
In case of topups, the system will attempt to achieve the new asset allocation considering the total value of the portfolio including the topup. E.g. if a client has R5 lakhs invested in DAA – Aggressive with asset allocation of 50 E : 50 D and value of equity asset is higher than debt asset. Now the client is doing a topup of R1 lakh, the system will allocate majority of the topup amount to debt. Thereby, the allocation to debt increases and allocation to equity automatically falls and client’s portfolio asset allocation aligned with model asset allocation. No redemption will be done from any of the underlying schemes.
Latest underlying MF holdings of the above portfolios are available on your Desk under Investments > MARS > View Model Portfolio.
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