Diversified SIP portfolio for long term conservative growth +0.0%

3.1%
1 Year Return
Hybrid
Focused
4.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Motilal Oswal Focused 25 Fund - Direct - Growth25.0%2 star1.15%500
Parag Parikh Long Term Equity Fund - Direct - Growth15.0%4 star1.43%1000
Franklin India STIP - Direct - Growth50.0%5 star0.79%500
SBI Small Cap Fund - Direct - Growth10.0%4 star1.47%500

Description

Purpose: Growing long term wealth  (3 years+) with conservative  mentality

Ideal investment duration:  3+ years

Rationale: Since this investment is for mid-long term (3-5+ years), it is an diversified portfolio with a heavy debt to light stock portfolio ratio. Also among stocks focus is more on large cap compared to mid and small cap.

Returns
Fund
1Y
3Y
5Y
Diversified SIP portfolio for long term conservative growth
3.1%
11.2% p.a
15.2% 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

    Diversified SIP portfolio for long term conservative growth

    RiskModerate
    Min SIP Amount₹6667
    Created BySamir Kumar Raychaudhuri
    Expense Ratio1.06%
    Min Lumpsum AmountNot Supported
    Created26 Aug 2018
    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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