|Fund Name||Percentage||Rating||Expense Ratio||Min SIP Amount|
|Mirae Asset India Opportunities Fund - Direct - Growth||20.0%||5 star||0.79%||₹1000|
|DSP BlackRock Small and Midcap Fund - Direct - Growth||20.0%||4 star||1.46%||₹500|
|Principal Emerging Bluechip Fund - Direct - Growth||20.0%||3 star||1.25%||₹500|
|Aditya Birla Sun Life Equity Fund - Direct - Growth||20.0%||4 star||1.07%||₹500|
|Reliance Small Cap Fund - Direct - Growth||20.0%||3 star||1.20%||₹100|
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.
|Min SIP Amount||₹10000|
|Min Lumpsum Amount||₹25000|
|Created||18 Apr 2017|
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