Diversified SIP portfolio for long term moderate growth+0.35%

4Groww
14.18%
1 Year Return
Hybrid
Multi Cap
4.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Parag Parikh Long Term Equity Fund - Direct - Growth20.0%4 star1.32%1000
Axis Bluechip Fund - Direct - Growth25.0%5 star0.81%1000
Franklin India STIP - Direct - Growth50.0%5 star0.74%500
SBI Bluechip Fund - Direct - Growth5.0%4 star1.05%500

Description

Purpose: Growing long term wealth (3 years+) between conservative and moderate 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 equity funds ratio. Among equity funds, focus is more on large cap compared to mid and small cap.
Returns
Fund
1Y
3Y
5Y
Diversified SIP portfolio for long term moderate growth
14.2%
11.3% 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
    30
    with 14.2% annual returns

    Other Details

    Diversified SIP portfolio for long term moderate growth

    RiskModerate
    Min SIP Amount₹10000
    Created BySamir Kumar Raychaudhuri
    Expense Ratio1.01%
    Min Lumpsum Amount₹100000
    Created On27 Aug 2018
    Invest Now
    Enter investment amount
    + ₹10,000
    + ₹50,000
    + ₹1,00,000
    ONE TIME
    MONTHLY SIP
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