|Fund Name||Percentage||Rating||Expense Ratio||Min SIP Amount|
|Aditya Birla Sun Life Advantage Fund - Growth||14.3%||3 star||2.00%||₹1000|
|L&T Midcap Fund - Regular - Growth||14.3%||5 star||2.14%||₹500|
|L&T Emerging Businesses Fund - Regular - Growth||14.3%||5 star||2.17%||₹500|
|Motilal Oswal MOSt Focused Multicap 35 Fund - Regular - Growth||14.3%||4 star||1.76%||₹500|
|Reliance Small Cap Fund - Growth||14.3%||4 star||2.30%||₹100|
|Mirae Asset Emerging Bluechip Fund - Growth||14.3%||5 star||1.96%||₹1000|
|Principal Emerging Bluechip Fund - Growth||14.3%||4 star||2.35%||₹500|
I have selected consistently top performing funds from Large Cap, Small & Midcap and Diversified categories based on their annualized returns for 6 months, 1 year, 2 years, 3 years, 4 years, 5 years and since launch.
I have created this portfolio keeping in mind my child's educational expenditure after a decade. Should cover his graduation in India or abroad. There are equity oriented funds in the portfolio as my I am investing for long-term through SIPs and that should take care of market volatility and fluctuations.
Targeted returns: 20% or more annualized returns are expected from the portfolio.
|Min SIP Amount||₹14000|
|Created By||Anant Prasad Gautam|
|Min Lumpsum Amount||Not Supported|
|Created||17 Sep 2017|
1st Floor, Proms Complex, SBI
Colony, 1A Koramangala, 560034