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Invest Test

Name

Age

26-35 years

36-45 years

46-55 years

55years & Above

Monthly investible surplus

Above Rs. 12000

Rs. 7000 – Rs. 12000

Rs. 3000 – Rs. 7000

Rs. 1000 – Rs. 3000

The aim of your investment is

To acquire assets such as a car, a house etc.

To plan for your children's future

To meet your monthly income needs

To save for your retirement

Are you comfortable with investing in the stock market? This will give you the the opportunity to earn higher returns, but the risks will also be higher.

Higly Comfortable

Comfortable

Undecided

Not Comfortable

Select the portfolio, which you will like to invest. (The negative figures indicate possible loss and positive figures indicate maximum gains in any one year period)

Portfolio A - Return p.a. between -18% to +27%

Portfolio B - Return p.a. between -13% to +22%

Portfolio C - Return p.a. between -7% to +13%

Portfolio D - Return p.a. between -4% to +10%

Assume that the value of one of your investments declines by 30% in six months after purchase. What would you do?

I would buy more of the investment

I would hold on the investment

I would sell some of the investment and hold the rest

I would sell my investment


Aggregate Score	Remarks	Suggested portfolio
Upto 12	The person is highly risk averse	100% debt (Income Fund, Children Benefit)
13 – 14	The person can take moderate risk	75 % debt (Magnum Monthly Plan)
15 – 18	The person can take a fair degree of risk	50 % debt (Balanced Fund)
Above 18	The person can take risk to a large degree	25 % debt (Magnum Sector Funds Umbrella, Global Fund, Equity Fund)
Disclaimer : This mutual fund invest test is for information purposes only and is not an offer to sell or a solicitation to buy any mutual fund units / securities. These views alone are not sufficient and should not be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. All opinions and estimates included in this constitute our view as of this date and are subject to change without notice. Neither SBI Funds Management Private Limited, nor any person connected with it, accepts any liability arising from the use of this information. The recipient of this material should rely on their investigations and take their own professional advice.

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