GOODNESS OF BALANCED FUNDS+0.1%

-0.7%
1 Year Return
Hybrid
Retirement
4.0 star
1Y
3Y
5Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Tata Retirement Savings Fund - Moderate Plan - Regular33.3%3 star2.50%500
L&T India Prudence Fund - Regular - Growth33.3%5 star2.08%500
Principal Balanced Fund - Growth33.3%5 star2.17%500

Description

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.

Returns
Fund
1Y
3Y
5Y
GOODNESS OF BALANCED FUNDS
-0.7%
12.6% p.a
17.2% 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 -0.7% annual returns

    Other Details

    GOODNESS OF BALANCED FUNDS

    RiskModerately High
    Min SIP Amount₹6000
    Created ByNiharika Soni
    Expense Ratio2.58%
    Min Lumpsum Amount₹15000
    Created17 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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