Aggressive Wealth Creation+0.66%

-6.10%
1 Year Return
Equity
Small Cap
4.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
SBI Small Cap Fund - Direct - Growth60.0%5 star1.15%500
Mirae Asset Emerging Bluechip Fund - Direct - Growth40.0%5 star0.80%1000

Description

The portfolio consists of two well known funds from SBI and Mirae AMC's. They are managed by good fund managers(Srinivasan and Neelesh) who are there in the industry for 10+ years. The portfolio consists of Large/Mid/Small cap companies of nearly 100 stocks which is well diversified as well. Both the schemes are accepting only SIP investments now(no lumpsum investment is allowed) . 

Returns
Fund
1Y
3Y
5Y
Aggressive Wealth Creation
-6.1%
16.9% p.a
25.3% p.a
SIP
Lumpsum
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 -6.1% annual returns

    Other Details

    Aggressive Wealth Creation

    RiskHigh
    Min SIP Amount₹2500
    Created ByKamalesh N
    Expense Ratio1.57%
    Min Lumpsum AmountNot Supported
    Created On20 May 2018
    Invest Now
    Enter investment amount
    + ₹2,500
    + ₹12,500
    + ₹25,000
    ONE TIME
    MONTHLY SIP
    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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