Mahogany Root ETF Edition
What it doesMahogany Root ETF Edition offers a timeless foundational core, through its multi-asset construction combining financial and real assets, that does not need to time the market.What it does not doIt does not provide stock tips, guarantee returns, execute trades, manage client funds, or provide personalised suitability advice.A timeless core multi-asset ETF portfolio with equal asset class weights providing inflation protection and income.
Mahogany Root ETF Edition offers a timeless foundational core, through its multi-asset construction combining financial and real assets, that does not need to time the market.
Quick fit
Risk
Moderate
Rebalance
Quarterly
Capital
₹5,000
Holdings
13
Best suited for
Timeless
Risk level
Moderate
Suggested horizon
3Y+
Rebalance frequency
Quarterly
Target holdings
13
Minimum capital
₹5,000
Backtest
How has this strategy behaved historically?
Review simulated portfolio growth, benchmark comparison, drawdowns and risk-adjusted performance. Historical results are hypothetical and subject to the assumptions and limitations described below.
Methodology
Process summary
Mahogany Root ETF Edition offers a timeless foundational core, through its multi-asset construction combining financial and real assets, that does not need to time the market.
Summary+
Mahogany Root ETF Edition offers a timeless foundational core, through its multi-asset construction combining financial and real assets, that does not need to time the market.
Universe+
Diversified listed ETF and trust universe across Nifty 50, debt, gold, InvITs, and REITs.
Strategy Design+
5 equal weight classes across financial assets (Nifty 50 and debt) and real assets (gold, InvITs, and REITs) for inflation protection and income, thereby diversifying risks and lowering portfolio correlations.
Portfolio Construction+
The model portfolio is distributed equally across equity, debt, InvIT, REIT, and gold sleeves. Debt and InvIT sleeves are divided across three instruments each, the REIT sleeve is divided across five instruments, and the equity and gold sleeves each use one ETF. It is rebalanced quarterly and is 100% deployed at all times.
Rebalance+
Quarterly
Cash Allocation Rules+
This strategy is 100% deployed at all times.
Portfolio
Holdings and rebalance information
Preview the model portfolio structure and review subscriber-only implementation material in one place.
Model portfolio glimpse
Top 5 holdings
NIFTYBEES
Nippon India ETF Nifty 50 BeES
GOLDBEES
Nippon India ETF Gold BeES
GILT5YBEES
Nippon India ETF Nifty 5 yr Benchmark G-Sec
GSEC10IETF
ICICI Prudential Nifty 10 yr Benchmark G-Sec ETF
LTGILTBEES
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt
Full target weights, notes, CSV export, and rebalance trail remain subscriber-only.
Subscriber access required
Unlock the latest model portfolio, target weights, CSV exports, and recent rebalance notes with an active subscription or manual access grant.
Risks
Primary risks to understand
These risks are not exhaustive. Read the complete risk list before subscribing.
Pricing
Subscription and implementation summary
Monthly price
₹1,000/month
Minimum capital
₹5,000
Recommended capital
₹5,00,000
Basket execution remains client-directed through the broker. No POA and no auto-execution.
Disclosures
Detailed disclosures
Investment in securities market is subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, enlistment with BSE and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Backtested returns are illustrative and do not indicate guaranteed future performance. Model portfolios are research products and are not trade execution services.
Vriksha Research · SEBI-registered Research Analyst · Registration No. INH000027788
Investment in securities market is subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, enlistment with BSE and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Suitability: NA · Target investor: NA
Grievance Officer: Prathmesh Jaiprakash Gupta, SEBI-registered Research Analyst (Registration No. INH000027788). Contact: gupta.prathmesh@yahoo.in / +91 9930521527.
Investor grievances may be lodged on SEBI SCORES or through the SMART ODR platform.