Diversified SIP portfolio for long term conservative growth -0.15%

4Groww
12.48%
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%5 star1.03%500
Parag Parikh Long Term Equity Fund - Direct - Growth15.0%4 star1.24%1000
Franklin India STIP - Direct - Growth50.0%5 star0.69%500
SBI Small Cap Fund - Direct - Growth10.0%5 star1.03%500

Description

Purpose: Growing long term wealth  (3 years+) with conservative  mentalityIdeal investment duration:  3+ yearsRationale: 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
12.5%
10.7% p.a
11.3% 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
    0
    with 12.5% 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
    Created On26 Aug 2018
    Invest Now
    Enter investment amount
    + ₹6,667
    + ₹33,335
    + ₹66,670
    ONE TIME
    MONTHLY SIP
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