|Fund Name||Percentage||Rating||Expense Ratio||Min SIP Amount|
|ICICI Prudential Balanced - Growth||20.0%||4 star||2.00%||₹100|
|Aditya Birla Sun Life Equity Fund - Growth||20.0%||5 star||1.97%||₹100|
|Franklin India Smaller Companies Fund - Growth||20.0%||4 star||2.04%||₹500|
|Principal Emerging Bluechip Fund - Growth||20.0%||4 star||2.16%||₹500|
|Mirae Asset India Opportunities Fund - Regular - Growth||20.0%||5 star||2.05%||₹1000|
Purpose: Invest in this portfolio with 5 top SIP plans for FY 2017 - 2018 in India. if you haven't decided the purpose but want to invest for long term and get highest growth.
Consists of 4 equity mutual funds and 1 hybrid fund.
Ideal way of investing: SIP Plans(systematic investment plan)
Ideal investment duration: 10+ years
Rationale: Diversified across Small Cap, Mid Cap, Multi Cap, Large Cap and Balanced Mutual fund with best SIP plans for highest growth. Selected Franklin Smaller Companies for Small Cap as it's best in small cap mutual fund category. Principal Emerging Bluechip for Mid Cap as it's beating the benchmark consistently. Birla SL Equity Fund for Multi Cap as it's most diversified across sectors and provided high returns. Mirae Asset India Opportunities for Large Cap because it has beaten the benchmark significantly. For Balanced fund, we chose ICICI Prudential Balanced Fund because of its better risk-adjusted returns.
|Min SIP Amount||₹10000|
|Min Lumpsum Amount||₹25000|
|Created||4 Apr 2017|
1st Floor, Proms Complex, SBI
Colony, 1A Koramangala, 560034