Diversified SIP portfolio for long term moderate growth+0.57%

10.40%
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%5 star1.38%1000
Axis Bluechip Fund - Direct - Growth25.0%5 star0.76%1000
Franklin India STIP - Direct - Growth50.0%5 star0.67%500
SBI Bluechip Fund - Direct - Growth5.0%4 star1.09%500

Description

Purpose: Growing long term wealth (3 years+) between conservative and moderate 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 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
10.4%
13.1% p.a
11.8% 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 10.4% 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
    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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