For Dreams After Retirement+0.2%

-6.2%
1 Year Return
Equity
Large & Mid Cap
4.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Mirae Asset Emerging Bluechip Fund - Growth40.0%5 star2.07%1000
DSP BlackRock Small and Midcap Fund - Regular - Growth30.0%3 star2.16%500
Reliance Small Cap Fund - Growth30.0%5 star2.27%100

Description

Purpose: To get best long-term capital appreciation after retirement

Ideal investment duration: 15 years to 20 years

Rationale: Since this investment is for long-term (15-20 years), it is an all-equity portfolio with Small and Midcap Funds with an ideal option for a long tenure.

Mirae Assets Emerging Bluechip Fund: 5 Star Rated Fund by Crisil. Overall funds calender years performance has been exceptional. The fund has given best returns in all 6 years of its launch. It has given the best 5 years trailing return amongst all its competitors. Instead of being a new fund it has gained best AMC in the category. The fund is well diversified with top 5 stocks being only 17 percent and top 3 sector diversification of only 43 percent.All numbers are in favour, Best Sharpe Ratio, Best Alpha (21 percent) with Low Beta, Standard deviation and P/E Ratio strongly make this best-recommended fund for low-risk high return profile.

DSP Blackrock Small and Midcap Fund: Backed by skilled fund manager having experience and best-proven performance record in small and midcap segment. The fund has met either the benchmarks or category averages or both in 9 out of 10 years. The fund has the best trailing returns for 10 years and has given exceptional high returns during the bull run. The volatility and risk are high in this fund but a good Alpha (17) proves that the risk is justified as it can generate good returns.

Reliance Small Cap Fund: In spite being a new fund it has given good performance with 7 percent and 10 percent more returns for one and three years trailing returns respectively than average. It has consistently beaten the benchmark in all the years. The fund performed well even in the bear markets of 2011, 2013 and 2015. It provides moderate returns on the moderate risk (due to its more small-cap oriented nature) that it takes. During the bull run, it has performed very well. Lowest Expense ratio in the category. Since Small cap is a risky segment, a well-experienced fund manager is must which what the fund manager of this fund delivers.

Returns
Fund
1Y
3Y
5Y
For Dreams After Retirement
-6.2%
15.5% p.a
26.7% p.a

SIP Calculator

I want to invest per month5,000
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    Estimated Value
    as per Historical Returns
    30
    with -6.2% annual returns

    Other Details

    For Dreams After Retirement

    RiskHigh
    Min SIP Amount₹2500
    Created ByAjay Agyaram Varma
    Expense Ratio2.32%
    Min Lumpsum AmountNot Supported
    Created16 Sep 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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