Best Mutual Funds for Long Term Investing+2.1%

-13.0%
1 Year Return
Equity
Value
4.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Aditya Birla Sun Life Pure Value Fund - Growth25.0%4 star1.99%1000
Franklin India Smaller Companies Fund - Growth25.0%3 star2.05%500
Kotak Select Focus Fund - Regular - Growth25.0%3 star2.03%500
L&T Infrastructure Fund - Regular - Growth25.0%5 star2.30%500

Description

Purpose: To generate high returns in long term by investing in best mutual funds

Summary: This portfolio contains 4 mutual funds with equal weights - 1 Multi Cap, 1 Mid Cap, 1 Small Cap and 1 Sector fund focussed on Infra. Portfolio has generate significantly high returns compare to benchmark across time periods (1Y, 3Y, 5Y).

Returns
Fund
1Y
3Y
5Y
Best Mutual Funds for Long Term Investing
-13.0%
12.0% p.a
21.2% 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 -13.0% annual returns

    Other Details

    Best Mutual Funds for Long Term Investing

    RiskHigh
    Min SIP Amount₹4000
    Created ByAnkitPuri
    Expense Ratio2.36%
    Min Lumpsum Amount₹20000
    Created26 Apr 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.
    MOST POPULAR ON GROWW
    MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | RELIANCE  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP BLACKROCK  | AXIS  | TATA  | L&T  | SUNDARAM  | DHFL PRAMERICA  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | ESSEL  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | ESCORTS  |