Best Retirement Portfolio-0.51%

4Groww
7.51%
1 Year Return
Equity
Large Cap
4.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Mirae Asset India Opportunities Fund - Regular - Growth20.0%5 star1.68%1000
DSP BlackRock Small and Midcap Fund - Regular - Growth20.0%4 star1.94%500
Principal Emerging Bluechip Fund - Growth20.0%4 star2.07%500
Aditya Birla Sun Life Equity Fund - Growth20.0%4 star1.94%100
Reliance Small Cap Fund - Growth20.0%4 star1.95%100

Description

Purpose: Invest in this portfolio if you have decided to save for your retirement and you are ok to take short-term risk for high returns in long term. Consists of 5 equity mutual funds. Ideal way of investing: SIP (systematic investment plan) Ideal investment duration: 10+ years Rationale: Since this investment is long term (10+ years), it is an all equity portfolio. Diversified across Small Cap, Mid Cap, Multi Cap, Large Cap. Selected Reliance Small Cap Fund for Small Cap as it's best in the category. Selected DSP Small and Midcap Fund as it's managed by Vinit Sambre (The best fund manager in Small Cap (DSP Micro Cap)). Principal Emerging Bluechip for Mid Cap as it's beating the benchmark consistently. Birla SL Equity Fund for Multi Cap as it's the most diversified across sectors and has provided high returns. Mirae Asset India Opportunities for Large Cap because it has beaten the benchmark significantly.
Returns
Fund
1Y
3Y
5Y
Best Retirement Portfolio
7.5%
9.4% p.a
11.3% p.a
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 7.5% annual returns

    Other Details

    Best Retirement Portfolio

    RiskHigh
    Min SIP Amount₹10000
    Created ByIshan
    Expense Ratio2.35%
    Min Lumpsum Amount₹25000
    Created On18 Apr 2017
    Invest Now
    Enter investment amount
    + ₹10,000
    + ₹50,000
    + ₹1,00,000
    ONE TIME
    MONTHLY SIP
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