Generate Monthly Income Portfolio+0.1%

7.4%
1 Year Return
Debt
Dynamic
3.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
JM Floater Long Term Fund - Growth50.0%4 star0.60%500
BOI AXA Treasury Advantage Fund - Regular - Growth50.0%4 star0.58%1000

Description

Purpose: Invest in Generate Monthly Income portfolio if you have large amount to invest and you want regular monthly income from your investments. This is mainly a debt portfolio.

Who should invest: Investors who need regular income from their investments

Ideal way of investing: Lumpsum amount

How much to invest: Any amount you have at your disposal

Ideal investment duration: No limitation here

Rationale: Since this is to generate monthly income (low risk), it is all debt portfolio. With No Exit Load and low expense ratio with high interest rate.

Returns
Fund
1Y
3Y
5Y
Generate Monthly Income Portfolio
7.4%
8.0% p.a
8.4% 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 7.4% annual returns

    Other Details

    Generate Monthly Income Portfolio

    RiskVery Low
    Min SIP AmountNot Supported
    Created ByNeeraj
    Expense Ratio0.53%
    Min Lumpsum Amount₹10000
    Created13 Apr 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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