Home>ETF Baskets>MONA SONA KRISTAL>

MONA SONA KRISTAL

Medium RiskDIVERSIFIED
MONA SONA KRISTAL
Issued by:Kristal.AI
Unit Price (NAV) : $
Minimum investment: 1 unit
Share
Share
MONA SONA KRISTAL

MONA SONA KRISTAL

About Kristal

If you know your Bollywood, you’ll know what I’m talking about.
Now, imagine Mona is SPY (S&P 500 ETF) and Sona as we all know, is Gold.
Typically, SPY and Gold move opposite to each other, but the times, they’re changing. Now, we can have what the famous money-loving villain Ajeet would want, Mona ke saath Sona.

Why Invest in MONA SONA KRISTAL?

Equities benefit in a growing market cycle and Gold remains stable whereas during the market downturn, Equities are expected to fall and Gold leads. This simple yet efficient mix helps make a core portfolio which is expected to perform well under all market circumstances.

ReturnsLifetime6.32%
Returns1Y3Y5Y
This Kristal23.92%13.55%11.69%

Projected Returns

Investment ofper month
gives returns of :
at 11.69% / annum
$in 5 years
amount
for a time period of
time1Y3Y5Y
Returns % (CAGR)based on historic returns of 11.69% per annum
$
$
$+ 11.69%

Scheme Information

Sharpe 0.54
Volatility 10.69%
Max drawdown -15.30%

Dealing Information

Subscription & redemption: Daily
Valuation: Daily
Notice period for subscription: 1 business day
Notice period of redemption: 2 business days
Redemption settlement: 5 business days

Strategy - How is this Kristal managed ?

Mona Sona provides access to a traditional and theoretically low correlated portfolio of Equities and Gold.

This Kristal invests in State Street S&P 500 ETF for equities and State Street Gold ETF for Gold.

50%
Equity
50%
Gold
MONA SONA KRISTAL