|Fund Name||Percentage||Rating||Expense Ratio||Min SIP Amount|
|Tata Retirement Savings Fund - Moderate Plan - Regular||33.3%||5 star||2.44%||₹500|
|L&T India Prudence Fund - Regular - Growth||33.3%||3 star||2.02%||₹500|
|Principal Balanced Fund - Growth||33.3%||5 star||2.02%||₹500|
I can't take a lot of risk so going for a balanced fund which invests around 60% in the equity and rest in debt like instruments. It gives good returns and keeps the money safe in volatile markets. It even gives the benefit of freedom from tax if we remain invested for more than a year like an equity fund.
Ideal investment period: 5-7 years.
|Min SIP Amount||₹6000|
|Created By||Niharika Soni|
|Min Lumpsum Amount||₹15000|
|Created||17 Sep 2017|
2nd Floor, Padmavati Complex,
Koramangala, Bengaluru 560095