12Y Retirement Long-Term+0.4%

-5.4%
1 Year Return
Equity
Large Cap
4.0 star
1Y
3Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Mirae Asset India Opportunities Fund - Regular - Growth25.0%5 star2.02%1000
Principal Emerging Bluechip Fund - Growth25.0%5 star2.11%500
Reliance Small Cap Fund - Growth25.0%5 star2.30%100
HDFC Small Cap Fund - Growth25.0%5 star2.16%500

Description

Heavily bent towards Small & Mid-Cap due to long-term nature of portfolio.

Returns
Fund
1Y
3Y
5Y
12Y Retirement Long-Term
-5.4%
14.8% p.a
NA

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with -5.4% annual returns

    Other Details

    12Y Retirement Long-Term

    RiskHigh
    Min SIP Amount₹8000
    Created BySanil Anilkumar Bhatia
    Expense Ratio2.27%
    Min Lumpsum Amount₹20000
    Created11 Feb 2018
    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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