Morningstar Investment Advisors Active Balanced Portfolio

Key Portfolio Attributes

Inception Date: 24-Apr-2019

Portfolio Managers: Dhaval Kapadia & Chintan Mehta

Portfolio Managers’ Experiences:

Dhaval Kapadia- 23 Years

Chintan Mehta- 12 Years

Portfolio Managers’ Qualifications: :

Dhaval Kapadia- CFA, CFP

Chintan Mehta- CFA

Investment Objective

The investment objective of Morningstar Investment Advisors Active Aggressive PMS is to provide capital growth over the long term by investing predominantly in equity, debt and gold mutual funds domiciled in India.

Portfolio Strategy

The investment strategy of Morningstar Investment Advisors Active Aggressive PMS follows a multi-asset investment strategy by investing in asset classes such as domestic equity (55-85%), fixed income (0-30%), international equity (5-35%), gold (0-15%) and cash; based on Morningstar’s valuation-driven asset allocation approach. The universe of Investment Approach holdings includes direct plans of actively managed mutual funds and / or passively managed mutual funds domiciled in India, which are short-listed based on qualitative and quantitative assessment. The asset allocation of the Investment Approach is expected to change over time based on opportunities arising from changes in market valuations and views of the portfolio manager.

Performance Table #

Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return

Do Not Simply Invest, Make Informed Decisions


imageBook a call with our PMS AIF Specialists


#Returns as of 30 Apr 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

Do Not Simply Invest, Make Informed Decisions

Subscribe To Our Newsletter

By PMS AIF WORLD • Over 30,000 Subscribers

Stay informed with our latest updates. Subscribe to our newsletter for exclusive content, news, and valuable insights.

This will close in 0 seconds

This will close in 0 seconds