|Fund Name||Percentage||Rating||Expense Ratio||Min SIP Amount|
|HDFC Small Cap Fund - Direct - Growth||11.5%||5 star||0.84%||₹500|
|Aditya Birla Sun Life Digital India Fund - Direct - Growth||18.0%||3 star||1.68%||₹1000|
|Axis Focused 25 Fund - Direct - Growth||36.0%||4 star||0.74%||₹1000|
|SBI Banking & Financial Services Fund - Direct - Growth||11.5%||5 star||1.59%||₹500|
|L&T Infrastructure Fund - Direct - Growth||11.5%||5 star||1.09%||₹500|
|Axis Midcap Fund - Direct - Growth||11.5%||4 star||0.90%||₹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.
|Min SIP Amount||₹8696|
|Created By||Mrinal Dutta|
|Min Lumpsum Amount||₹43479|
|Created On||28 Jul 2018|
1st Floor, Proms Complex, SBI
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