Tax Saving and Money Growth MF Portfolio -0.41%

8.7%
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 star2.26%1000
DSP BlackRock Tax Saver Fund - Growth50.0%4 star2.25%500

Description

Purpose: To generate growth and save tax also.

Time Horizon: 3 years+

Summary: This portfolio contains 2 mutual funds 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
8.7%
18.4% p.a
22.3% 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
    30
    with 8.7% 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
    Created2 May 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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