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A medium risk portfolio for new investors like me-0.40%

-0.2%

1 Year Return

Hybrid

Money Market

5.0

Funds in this PlanFund NamePercentageRatingExpense RatioMin SIP Amount
Kotak Floater - Short Term - Regular - Growth25.0%3 star0.21%₹1000
Aditya Birla Sun Life Tax Relief 96 - Growth25.0%5 star2.21%₹500
Mirae Asset Emerging Bluechip Fund - Growth25.0%5 star2.26%₹1000
Aditya Birla Sun Life MIP II - Wealth 25 - Regular - Growth25.0%4 star1.81%₹500
DescriptionPurpose: 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
-0.2%
12.9% p.a
15.8% p.a
SIP CalculatorI want to invest per month₹5,000
For how many years?
1 Year
3 Years
5 Years
Estimated Value
as per Historical Returns₹30
with -0.2% annual returns
Other DetailsA medium risk portfolio for new investors like meRiskModerate
Min SIP Amount₹4000
Created ByVineet Kumar Agarwal
Expense Ratio1.74%
Min Lumpsum AmountNot Supported
Created17 Aug 2017

Fund Name	Percentage	Rating	Expense Ratio	Min SIP Amount
Kotak Floater - Short Term - Regular - Growth	25.0%	3	0.21%	₹1000
Aditya Birla Sun Life Tax Relief 96 - Growth	25.0%	5	2.21%	₹500
Mirae Asset Emerging Bluechip Fund - Growth	25.0%	5	2.26%	₹1000
Aditya Birla Sun Life MIP II - Wealth 25 - Regular - Growth	25.0%	4	1.81%	₹500

Risk	Moderate
Min SIP Amount	₹4000
Created By	Vineet Kumar Agarwal

Expense Ratio	1.74%
Min Lumpsum Amount	Not Supported
Created	17 Aug 2017

A medium risk portfolio for new investors like me
5Groww
1 Year Returns
-0.2%
Hybrid
Money Market
5.0 star
People Watching
25
People Invested
1
Invest Now

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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.