CORAL Cyclical
Investment Strategy
Investment Approach
Investment fund selection is governed by their adherence to our core "roots & wings" investment philosophy. A crucial aspect of this selection process involves ensuring robust diversification across various asset classes and economic sectors. Furthermore, our methodology incorporates a rigorous assessment of credit quality for underlying bond investments, the application of a proprietary model to gauge portfolio fragility, and a comprehensive evaluation of fund manager performance relative to their peers, utilizing quartile rankings and rolling performance analysis.
Investment Objective
The investment strategy aims to achieve sustained capital growth and portfolio diversification through allocations to equities and a spectrum of mutual fund schemes spanning various asset categories such as equity, fixed income, and gold.
Performance Returns
Returns as on 2025-12-31
Trailing Returns
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -0.42% | -0.28% | -0.14% |
| 3 MONTHS | 4.85% | 6.33% | -1.48% |
| 6 MONTHS | 0.67% | 2.92% | -2.25% |
| SINCE INCEPTION | 1.77% | 6.22% | -4.45% |
Calendar Year Performance
| Year | Return |
|---|
Financial Year Performance
| Year | Return |
|---|
Past performance is not indicative of future results. Returns are subject to market risks.
Portfolio Details
Portfolio Composition
Top 5 Holdings
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
Top 5 Sectors
- Undisclosed N/A
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Portfolio Characteristics
Fee Structure
Fixed Fee
AMC: 2.5%
Variable Fee
AMC: 1%
Hurdle: 6%
Profit Sharing: 20%
Exit Load
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Disclaimer
Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.
This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
Last Updated: January 2026 · Published by Affluense AI (affluense.ai)