Best Diversified Mutual Funds+0.4%

6.5%
1 Year Return
Equity
Small Cap
4.0 star
1Y
3Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
HDFC Small Cap Fund - Direct - Growth11.5%5 star0.66%500
Aditya Birla Sun Life Digital India Fund - Direct - Growth18.0%3 star1.67%1000
Axis Focused 25 Fund - Direct - Growth36.0%5 star0.77%1000
SBI Banking & Financial Services Fund - Direct - Growth11.5%5 star1.47%500
L&T Infrastructure Fund - Direct - Growth11.5%5 star1.57%500
Axis Midcap Fund - Direct - Growth11.5%5 star1.04%1000

Description

Ideal Investment Duration: 5-7 Years

Disclaimer: I am an amateur investor, so any suggestions would be appreciated. Also I have created this profile in mind for investors who would regularly balance their funds(every 6 months- 1 year) based on market performance.

In this fund list I have tried to make a balance between the various aspects, at the same time maximising long term gains.

The balancing has been done with respect to:

1. AMC- I haven't chosen more than 1-2 fund from a particular AMC, this would remove the portfolio's exposure to a particular fund house.

2. Capitalisation- Small, Medium and Large - All these has been represented in the fund, but in different percentages, depending on the current market scenario.

3.  Sectoral Investments- There are a few sectoral investments in Finance, IT and Infra. I see IT giving returns in the short term, Finance to provide stability and Infra to bounce back in the next year or so.


Returns
Fund
1Y
3Y
5Y
Best Diversified Mutual Funds
6.5%
17.3% p.a
NA

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with 6.5% annual returns

    Other Details

    Best Diversified Mutual Funds

    RiskModerately High
    Min SIP Amount₹8696
    Created ByMrinal Dutta
    Expense Ratio1.37%
    Min Lumpsum Amount₹43479
    Created28 Jul 2018
    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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