Home >Portfolios >BALANCE FUND WITH 60 in DEBT and 40 IN EQUITY

BALANCE FUND WITH 60 in DEBT and 40 IN EQUITY+0.1%

7.7%

1 Year Return

Hybrid

Ultra Short Duration

5.0

Funds in this PlanFund NamePercentageRatingExpense RatioMin SIP Amount
Franklin India Ultra Short Bond Fund - Direct - Growth60.0%5 star0.34%₹1000
UTI Nifty Index Fund - Direct - Growth40.0%5 star0.12%₹500
DescriptionBALANCE FUND WITH 60 in DEBT and 40 IN EQUITY
Returns
Fund
1Y
3Y
5Y
BALANCE FUND WITH 60 in DEBT and 40 IN EQUITY
7.7%
10.7% p.a
10.8% 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 7.7% annual returns
Other DetailsBALANCE FUND WITH 60 in DEBT and 40 IN EQUITYRiskModerately Low
Min SIP Amount₹1667
Created ByPankaj Kumar Sharma
Expense Ratio0.26%
Min Lumpsum Amount₹16667
Created7 Aug 2018

Fund Name	Percentage	Rating	Expense Ratio	Min SIP Amount
Franklin India Ultra Short Bond Fund - Direct - Growth	60.0%	5	0.34%	₹1000
UTI Nifty Index Fund - Direct - Growth	40.0%	5	0.12%	₹500

Risk	Moderately Low
Min SIP Amount	₹1667
Created By	Pankaj Kumar Sharma

Expense Ratio	0.26%
Min Lumpsum Amount	₹16667
Created	7 Aug 2018

BALANCE FUND WITH 60 in DEBT and 40 IN EQUITY
5Groww
1 Year Returns
7.7%
Hybrid
Ultra Short Duration
5.0 star
People Watching
3
People Invested
0
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.