Core Portfolio

The core-satellite investing strategy helps you build a balanced portfolio by combining passively and actively managed funds. Through passive investing, you can invest in low-cost and stable options, while through active investing, you can explore new opportunities emerging in the market.

Systematic Transfer Plans (STPs) enable investors to manage funds efficiently, minimising market volatility. This structured approach supports financial goals and capital preservation, making STPs a valuable tool for both new and seasoned investors.

Varun Gupta, CEO of Groww MF, highlighted the importance of starting investments early, maintaining a disciplined approach, and suggested a balanced portfolio focusing on equities, mutual funds, and careful real estate decisions for a secure financial future.

In simple terms, core and satellite portfolios provide the stability and the option to take higher risks without impacting financial goals.