Best Funds for Conservative Investors-0.3%

1.4%
1 Year Return
Hybrid
Aggressive
4.0 star
1Y
3Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
L&T India Prudence Fund - Regular - Growth25.0%5 star2.08%500
DSP BlackRock Balanced Fund - Growth25.0%4 star2.05%500
HDFC Balanced Fund - Growth25.0%5 star1.92%500
HDFC Prudence Fund - Growth25.0%3 star2.14%500

Description

Balanced Funds are for those people who want to be little conservative. These funds have exposure to the extent of 65-70% in equity and balance in debt portion. In case any senior citizen is planning for a regular income, can invest in balanced funds with SWP option of 7-8% every month or quarter. Or else go for dividend option. HDFC Prudence fund has been giving every month dividend of 0.3 per unit for the last few months. So this will be a regular income. Dividend is not guaranteed as it depends on the fund house and their performance.

Returns
Fund
1Y
3Y
5Y
Best Funds for Conservative Investors
1.4%
10.0% 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 1.4% annual returns

    Other Details

    Best Funds for Conservative Investors

    RiskModerately High
    Min SIP Amount₹4000
    Created ByI V Venkateshwaran
    Expense Ratio2.17%
    Min Lumpsum Amount₹20000
    Created8 Oct 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.
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