A medium risk portfolio for new investors like me-0.38%

5Groww
9.86%
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%4 star0.26%₹1000
Aditya Birla Sun Life Tax Relief 96 - Growth25.0%4 star2.01%₹500
Mirae Asset Emerging Bluechip Fund - Growth25.0%5 star2.02%₹1000
Aditya Birla Sun Life MIP II - Wealth 25 - Regular - Growth25.0%4 star1.87%₹500

Description

Purpose: To get safe returns with minimal risk. Ideal investment duration: 1 year to 3 yearsRationale: 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
9.9%
9.3% p.a
11.0% p.a
SIP
Lumpsum
I want to invest per month₹5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    ₹0
    with 9.9% 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
    Created On17 Aug 2017
    Invest Now
    Enter investment amount
    + ₹4,000
    + ₹20,000
    + ₹40,000
    ONE TIME
    MONTHLY SIP

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    Colony, 1A Koramangala, 560034

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