Tax Saving and Money Growth MF Portfolio -0.52%

5Groww
17.04%
1 Year Return
Equity
Large & Mid Cap
5.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Mirae Asset Emerging Bluechip Fund - Growth50.0%5 star1.77%1000
DSP BlackRock Tax Saver Fund - Growth50.0%4 star1.96%500

Description

Purpose: To generate growth and save tax also. Time Horizon: 3 years+ Summary: This portfolio contains 2 mutualfunds equal weights - 1 Mid Cap and 1 Tax Saving ELSS. Portfolio has generate significantly high returns compare to benchmark across time periods (1Y, 3Y, 5Y). Overall is has almost 50-50 allocation to large cap and mid/small cap.
Returns
Fund
1Y
3Y
5Y
Tax Saving and Money Growth MF Portfolio
17.0%
12.3% p.a
13.9% 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 17.0% annual returns

    Other Details

    Tax Saving and Money Growth MF Portfolio

    RiskModerately High
    Min SIP Amount₹2000
    Created ByDeepak Gupta
    Expense Ratio2.45%
    Min Lumpsum AmountNot Supported
    Created On03 May 2017
    Invest Now
    Enter investment amount
    + ₹2,000
    + ₹10,000
    + ₹20,000
    ONE TIME
    MONTHLY SIP
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