Best Mutual Funds Portfolio for good returns moderate risk0.0%

3.4%
1 Year Return
Hybrid
Aggressive
5.0 star
1Y
3Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
HDFC Balanced Fund - Growth25.0%5 star1.92%500
ICICI Prudential Balanced - Growth15.0%4 star1.95%100
Mirae Asset India Opportunities Fund - Regular - Growth20.0%5 star2.02%1000
Aditya Birla Sun Life Equity Fund - Growth20.0%4 star1.97%500
Franklin India Low Duration Fund - Growth20.0%5 star0.78%500

Description

Purpose: To get good returns in next (3-5 years) keeping moderate risk.

Ideal investment duration: 3-5 years

Rationale: Since the investment is for 3-5 years and good returns but moderate risk, So mostly balanced and equity funds (mostly Large Cap) are included.

Returns
Fund
1Y
3Y
5Y
Best Mutual Funds Portfolio for good returns moderate risk
3.4%
12.4% 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 3.4% annual returns

    Other Details

    Best Mutual Funds Portfolio for good returns moderate risk

    RiskModerate
    Min SIP Amount₹6667
    Created ByVikas
    Expense Ratio1.89%
    Min Lumpsum Amount₹50000
    Created25 Sep 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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