Core portfolio
The part invested according to the investor's long-term needs and goals — diversified equity, large-cap and mid-cap funds that generate returns broadly in line with the markets.
This one is not written up yet
The definition above is the short version. A full explanation — how it works, a worked example and the exam traps — is still being written. In the meantime the chapter below covers it in context.
Written up from the same chapter
Where this is taught
- Series V-D · Chapter 12: Mutual Fund Scheme Selectionintroduced here
- Series V-A · Chapter 12: Mutual Fund Scheme Selectionintroduced here
Related terms
- Strategic asset allocationThe long-term target split of a portfolio across asset categories, fixed from the investor's goals, time horizon and risk profile rather than from any view on markets.
- Tactical asset allocationDeliberately shifting a portfolio away from its strategic target to exploit conditions in particular markets, with the stated aim of improving risk-adjusted return rather than simply chasing return.
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