All Weather Portfolio+0.2%

2.1%
1 Year Return
Hybrid
Low Duration
4.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Franklin India Low Duration Fund - Growth20.0%5 star0.78%500
HDFC Gilt Fund Long Term Plan - Growth 30.0%3 star0.90%500
Aditya Birla Sun Life Equity Fund - Growth30.0%4 star2.16%1000
Reliance Gold Savings Fund - Growth20.0%3 star1.58%100

Description

Purpose: To generate stable risk adjusted returns with relatively secure investments

Summary: The portfolio is based on Ray Dalio's famous strategy. It contain 4 schemes which includes 1 Gold scheme, 1 short-term debt scheme, 1 multi-cap and 1 Govt. bonds scheme. The portfolio is like a debt oriented balanced fund 70% (debt+gold) and 30% equities.

Returns
Fund
1Y
3Y
5Y
All Weather Portfolio
2.1%
8.7% p.a
10.4% 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 2.1% annual returns

    Other Details

    All Weather Portfolio

    RiskModerately Low
    Min SIP Amount₹3334
    Created ByIshan
    Expense Ratio1.20%
    Min Lumpsum Amount₹50000
    Created11 May 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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