| Fund Name | Percentage | Rating | Expense Ratio | Min SIP Amount |
|---|---|---|---|---|
| HDFC Small Cap Fund - Direct - Growth | 11.5% | 5 star | 0.87% | ₹500 |
| Aditya Birla Sun Life Digital India Fund - Direct - Growth | 18.0% | 3 star | 1.66% | ₹1000 |
| Axis Focused 25 Fund - Direct - Growth | 36.0% | 5 star | 0.66% | ₹1000 |
| SBI Banking & Financial Services Fund - Direct - Growth | 11.5% | 5 star | 1.65% | ₹500 |
| L&T Infrastructure Fund - Direct - Growth | 11.5% | 5 star | 1.02% | ₹500 |
| Axis Midcap Fund - Direct - Growth | 11.5% | 4 star | 0.98% | ₹1000 |
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.
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹8696 |
| Created By | Mrinal Dutta |
| Expense Ratio | 1.37% |
|---|---|
| Min Lumpsum Amount | ₹43479 |
| Created | 28 Jul 2018 |