A medium risk portfolio for new investors like me+0.2%

0.9%
1 Year Return
Hybrid
Money Market
5.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Kotak Floater - Short Term - Regular - Growth25.0%5 star0.21%1000
Aditya Birla Sun Life Tax Relief 96 - Growth25.0%5 star1.92%500
Mirae Asset Emerging Bluechip Fund - Growth25.0%5 star2.07%1000
Aditya Birla Sun Life MIP II - Wealth 25 - Regular - Growth25.0%4 star1.80%500

Description

Purpose: To get safe returns with minimal risk.

Ideal investment duration: 1 year to 3 years

Rationale: Preferred investment period is for 3 years. This is because it has debt oriented mutual funds which will be taxed at 20% after indexation post 3 years.

Returns
Fund
1Y
3Y
5Y
A medium risk portfolio for new investors like me
0.9%
12.0% p.a
17.1% p.a

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 0.9% annual returns

    Other Details

    A medium risk portfolio for new investors like me

    RiskModerate
    Min SIP Amount₹4000
    Created ByVineet Kumar Agarwal
    Expense Ratio1.74%
    Min Lumpsum AmountNot Supported
    Created17 Aug 2017
    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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