| Fund Name | Percentage | Rating | Expense Ratio | Min SIP Amount |
|---|---|---|---|---|
| HDFC Balanced Fund - Growth | 25.0% | 4 star | 2.02% | ₹500 |
| ICICI Prudential Balanced - Growth | 15.0% | 4 star | 1.99% | ₹100 |
| Mirae Asset India Opportunities Fund - Regular - Growth | 20.0% | 5 star | 1.96% | ₹1000 |
| Aditya Birla Sun Life Equity Fund - Growth | 20.0% | 5 star | 1.97% | ₹100 |
| Franklin India Low Duration Fund - Growth | 20.0% | 5 star | 0.78% | ₹500 |
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.
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹6667 |
| Created By | Vikas |
| Expense Ratio | 1.89% |
|---|---|
| Min Lumpsum Amount | ₹50000 |
| Created | 25 Sep 2017 |