Best Retirement Portfolio+0.1%

-3.1%
1 Year Return
Equity
Multi Cap
4.0 star
1Y
3Y
5Y

Funds in this Plan

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
-3.1%
15.1% p.a
24.5% p.a

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -3.1% annual returns

    Other Details

    Best Retirement Portfolio

    RiskVery High
    Min SIP Amount₹10000
    Created ByIshan
    Expense Ratio2.35%
    Min Lumpsum Amount₹25000
    Created18 Apr 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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