Looking for a long-term wealth creation strategy with a dynamic approach but on a budget?

Evergreen Growth WealthBasket is your answer. You can start building your wealth with an investment as low as ₹5,000!

This basket is specifically designed for investors seeking maximum growth potential, understanding that markets can be volatile.

How is Evergreen Growth WealthBasket Built? 

The Evergreen Growth WealthBasket is a multi-asset basket that dynamically adjusts its holdings based on market conditions. It invests in three key asset classes:

  • Equities: this drives long-term capital appreciation through a diversified portfolio of domestic stocks, offering the potential for significant growth
  • Gold: acts as a hedge against inflation and market turbulence, providing stability during uncertain times
  • Debt: offers stability and cushions the portfolio during market downturns, helping to smooth out returns

The Evergreen Growth WealthBasket utilizes a rigorously tested model that analyzes the market condition and trends. When the markets are performing well, the weightage is shifted more towards equities. When the markets are volatile or in correction, the weightage is shifted to gold and debt.

This allows the basket to dynamically adjust the allocation between equities, debt, and gold, aiming for a well-rounded portfolio that balances aggressive growth potential with calculated risk exposure. The maximum weights are capped at 85% Equity, 40% Gold, and 100% Debt.

This WealthBasket is backtested over the decades of data, covering three significant periods of economic crisis and recovery. Evergreen WealthBasket has performed well over the complete business cycle and comfortably beaten its respective benchmarks. 

Evergreen Growth WealthBasket rebalances once every three months.

Want an intelligent investment solution for your long term wealth creation? Evergreen Growth is your answer!

Intelligent Investment, Dynamic Strategy!

Curated by Share.Market Research

We are a Quant team that uses principles of data science, quantitative finance, mathematical constructs and computer algos to design investment and analytical solutions. All our WealthBaskets are created after rigorous evaluation over the decades, making wealth creation and analysis a passive process that one needs to follow with a certain discipline. 

“Stay invested, Ride the Cycle and stick to the process” is the mantra we live by. With investment products and curated stock/ETF WealthBasket helps our users achieve their financial goals. 

Our aim is to be the one-stop-shop for all investing needs for a retail investor.

About Share.Market

Share.Market by PhonePe is an online investment & trading app. Explore our investment solutions – stocks, ETFs, F&O, WealthBaskets, Mutual Funds and more.

Explore the future of trading and investing with a vision to enable every Indian to contribute to the country’s growth. Experience our user-friendly investment platform that simplifies the trading journey of the share market while ensuring safety and security. Also, enjoy the ease of investing in the stock market as you work towards achieving your financial goals.

Check out our tools, which provide an intelligence layer to your investing and trading decisions across products, making you a pro. Check out our unique Factor Analysis tool for each stock, which gives you a detailed and comprehensive view of what factors are moving the particular stocks.

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